American Tower Corp (AMT)vsEPR Properties (EPR)
AMT
American Tower Corp
$176.53
-1.80%
REAL ESTATE · Cap: $82.24B
EPR
EPR Properties
$58.28
+0.69%
REAL ESTATE · Cap: $4.43B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1415% more annual revenue ($10.82B vs $713.96M). EPR leads profitability with a 38.5% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.87. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
EPR
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.5%
Fair Value
$218.67
Current Price
$176.53
$42.14 discount
Margin of Safety
+49.8%
Fair Value
$114.41
Current Price
$58.28
$56.13 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 52.9%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 49.1% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.4x book value
Distress zone — elevated risk
3.9% revenue growth
Elevated debt levels
Expensive relative to growth rate
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 45.9%.
Bull Case : EPR
The strongest argument for EPR centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 38.5% and operating margin at 52.9%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : EPR
The primary concerns for EPR are Revenue Growth, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while EPR is a value play — different risk/reward profiles.
EPR 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.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 69/100), backed by strong 26.8% margins. EPR offers better value entry with a 49.8% margin of safety. 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.
EPR Properties
REAL ESTATE · REIT - SPECIALTY · USA
EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select and durable experimental properties in the real estate industry.
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