American Tower Corp (AMT)vsU.S. Bancorp (USB)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
USB
U.S. Bancorp
$56.66
+0.87%
FINANCIAL SERVICES · Cap: $87.34B
Smart Verdict
WallStSmart Research — data-driven comparison
U.S. Bancorp generates 146% more annual revenue ($26.65B vs $10.82B). USB leads profitability with a 29.3% profit margin vs 26.8%. USB appears more attractively valued with a PEG of 1.92. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
USB
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Intrinsic value data unavailable for USB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.3%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Every $100 of equity generates 30 in profit
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Strong operational efficiency at 37.8%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Reasonable price relative to book value
Generating 2.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Expensive relative to growth rate
4.6% revenue growth
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 26.8% and operating margin at 45.3%.
Bull Case : USB
The strongest argument for USB centers on P/E Ratio, Operating Margin, Market Cap. Profitability is solid with margins at 29.3% and operating margin at 37.8%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : USB
The primary concerns for USB are PEG Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while USB is a value play — different risk/reward profiles.
USB carries more volatility with a beta of 1.03 — expect wider price swings.
AMT is growing revenue faster at 6.8% — sustainability is the question.
USB generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 71/100), backed by strong 26.8% 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.
U.S. Bancorp
FINANCIAL SERVICES · BANKS - REGIONAL · USA
U.S. Bancorp is an American bank holding company based in Minneapolis, Minnesota, and incorporated in Delaware. The company provides banking, investment, mortgage, trust, and payment services products to individuals, businesses, governmental entities, and other financial institutions.
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