American Tower Corp (AMT)vsWeyerhaeuser Company (WY)
AMT
American Tower Corp
$172.54
+0.78%
REAL ESTATE · Cap: $81.66B
WY
Weyerhaeuser Company
$25.58
+0.51%
REAL ESTATE · Cap: $18.05B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 60% more annual revenue ($10.94B vs $6.85B). AMT leads profitability with a 31.1% profit margin vs 6.9%. WY appears more attractively valued with a PEG of 1.35. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
WY
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.6%
Fair Value
$195.31
Current Price
$172.54
$22.77 discount
Margin of Safety
-29.3%
Fair Value
$20.96
Current Price
$25.58
$4.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Earnings expanding 138.5% YoY
Large-cap with strong market position
Earnings expanding 87.1% YoY
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.7% revenue growth
Trading at 21.6x book value
Premium valuation, high expectations priced in
ROE of 4.2% — below average capital efficiency
6.9% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull 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 : WY
The strongest argument for WY centers on EPS Growth, Price/Book. PEG of 1.35 suggests the stock is reasonably priced for its growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : WY
The primary concerns for WY are P/E Ratio, Return on Equity, Profit Margin.
Key Dynamics to Monitor
WY carries more volatility with a beta of 0.91 — expect wider price swings.
AMT is growing revenue faster at 4.7% — 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 (70/100 vs 57/100), backed by strong 31.1% 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.
Weyerhaeuser Company
REAL ESTATE · REIT - SPECIALTY · USA
Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
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