WallStSmart

American Tower Corp (AMT)vsWilliams Companies Inc (WMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Williams Companies Inc generates 12% more annual revenue ($12.11B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 23.1%. AMT appears more attractively valued with a PEG of 1.97. AMT earns a higher WallStSmart Score of 72/100 (B).

AMT

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 5.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.36

WMB

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 8.0Value: 4.3Quality: 3.0
Piotroski: 5/9Altman Z: 0.34
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMTUndervalued (+7.0%)

Margin of Safety

+7.0%

Fair Value

$194.13

Current Price

$194.12

$0.01 discount

UndervaluedFair: $194.13Overvalued

Intrinsic value data unavailable for WMB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMT5 strengths · Avg: 9.6/10
Return on EquityProfitability
78.8%10/10

Every $100 of equity generates 79 in profit

Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

EPS GrowthGrowth
76.9%10/10

Earnings expanding 76.9% YoY

Market CapQuality
$86.44B9/10

Large-cap with strong market position

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

WMB5 strengths · Avg: 9.0/10
Operating MarginProfitability
33.6%10/10

Strong operational efficiency at 33.6%

Market CapQuality
$87.21B9/10

Large-cap with strong market position

Return on EquityProfitability
21.9%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
23.1%9/10

Keeps 23 of every $100 in revenue as profit

EPS GrowthGrowth
25.0%8/10

Earnings expanding 25.0% YoY

Areas to Watch

AMT4 concerns · Avg: 3.0/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

P/E RatioValuation
29.9x4/10

Moderate valuation

Price/BookValuation
25.7x2/10

Trading at 25.7x book value

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

WMB4 concerns · Avg: 2.8/10
PEG RatioValuation
2.174/10

Expensive relative to growth rate

P/E RatioValuation
31.3x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

Debt/EquityHealth
2.331/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : AMT

The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.

Bull Case : WMB

The strongest argument for WMB centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 23.1% and operating margin at 33.6%.

Bear Case : AMT

The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 12.36 is elevated, increasing financial risk.

Bear Case : WMB

The primary concerns for WMB are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMT carries more volatility with a beta of 0.90 — expect wider price swings.

WMB is growing revenue faster at 9.0% — sustainability is the question.

AMT generates stronger free cash flow (951M), providing more financial flexibility.

Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AMT scores higher overall (72/100 vs 65/100), backed by strong 26.8% margins. Both earn "Strong Buy" and "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.

Williams Companies Inc

ENERGY · OIL & GAS MIDSTREAM · USA

The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.

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