WallStSmart

American Tower Corp (AMT)vsUniti Group Inc (UNIT)

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Smart Verdict

WallStSmart Research — data-driven comparison

American Tower Corp generates 209% more annual revenue ($10.94B vs $3.54B). AMT leads profitability with a 31.1% profit margin vs 30.4%. UNIT appears more attractively valued with a PEG of 0.29. AMT earns a higher WallStSmart Score of 70/100 (B-).

AMT

Strong Buy

70

out of 100

Grade: B-

Growth: 6.0Profit: 9.0Value: 5.3Quality: 2.5
Piotroski: 3/9Altman Z: 0.31

UNIT

Strong Buy

68

out of 100

Grade: B-

Growth: 10.0Profit: 5.5Value: 8.3Quality: 3.0
Piotroski: 3/9Altman Z: 0.38
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMTUndervalued (+6.8%)

Margin of Safety

+6.8%

Fair Value

$193.68

Current Price

$183.75

$9.93 discount

UndervaluedFair: $193.68Overvalued

Intrinsic value data unavailable for UNIT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMT6 strengths · Avg: 9.5/10
Return on EquityProfitability
90.8%10/10

Every $100 of equity generates 91 in profit

Profit MarginProfitability
31.1%10/10

Keeps 31 of every $100 in revenue as profit

Operating MarginProfitability
45.4%10/10

Strong operational efficiency at 45.4%

EPS GrowthGrowth
138.5%10/10

Earnings expanding 138.5% YoY

Market CapQuality
$85.28B9/10

Large-cap with strong market position

Free Cash FlowQuality
$1.17B8/10

Generating 1.2B in free cash flow

UNIT5 strengths · Avg: 10.0/10
PEG RatioValuation
0.2910/10

Growing faster than its price suggests

P/E RatioValuation
3.1x10/10

Attractively priced relative to earnings

Profit MarginProfitability
30.4%10/10

Keeps 30 of every $100 in revenue as profit

Revenue GrowthGrowth
202.5%10/10

Revenue surging 202.5% year-over-year

EPS GrowthGrowth
6053.0%10/10

Earnings expanding 6053.0% YoY

Areas to Watch

AMT4 concerns · Avg: 3.8/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

P/E RatioValuation
25.2x4/10

Moderate valuation

Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

UNIT4 concerns · Avg: 3.0/10
Market CapQuality
$1.18B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AMT

The strongest argument for AMT centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 45.4%.

Bull Case : UNIT

The strongest argument for UNIT centers on PEG Ratio, P/E Ratio, Profit Margin. Profitability is solid with margins at 30.4% and operating margin at 4.6%. Revenue growth of 202.5% demonstrates continued momentum.

Bear Case : AMT

The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.09 is elevated, increasing financial risk.

Bear Case : UNIT

The primary concerns for UNIT are Market Cap, Return on Equity, Operating Margin. Debt-to-equity of 68.69 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMT profiles as a value stock while UNIT is a growth play — different risk/reward profiles.

UNIT carries more volatility with a beta of 1.43 — expect wider price swings.

UNIT is growing revenue faster at 202.5% — sustainability is the question.

AMT generates stronger free cash flow (1.2B), providing more financial flexibility.

Bottom Line

AMT scores higher overall (70/100 vs 68/100), backed by strong 31.1% margins. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

American Tower Corp

REAL ESTATE · REIT - SPECIALTY · USA

American Tower Corporation (also referred to as American Tower or ATC) is an American real estate investment trust and an owner and operator of wireless and broadcast communications infrastructure in several countries worldwide and is headquartered in Boston, Massachusetts.

Uniti Group Inc

REAL ESTATE · REIT - SPECIALTY · USA

Uniti, an internally managed real estate investment trust, is dedicated to the acquisition and construction of mission-critical communications infrastructure and is a leading provider of wireless infrastructure solutions for the communications industry.

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