American Tower Corp (AMT)vsEmpire State Realty OP LP ES (ESBA)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $85.94B
ESBA
Empire State Realty OP LP ES
$5.57
+0.36%
REAL ESTATE · Cap: $1.48B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1293% more annual revenue ($10.82B vs $776.71M). AMT leads profitability with a 26.8% profit margin vs 7.8%. ESBA trades at a lower P/E of 25.2x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
ESBA
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.9%
Fair Value
$193.94
Current Price
$194.12
$0.18 discount
Margin of Safety
+82.4%
Fair Value
$36.14
Current Price
$5.57
$30.57 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Moderate valuation
4.9% revenue growth
Smaller company, higher risk/reward
ROE of 3.7% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull 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 : ESBA
The strongest argument for ESBA centers on Price/Book.
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 : ESBA
The primary concerns for ESBA are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.21 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a mature stock while ESBA is a value play — different risk/reward profiles.
ESBA carries more volatility with a beta of 1.41 — 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 41/100), backed by strong 26.8% margins. ESBA offers better value entry with a 82.4% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Empire State Realty OP LP ES
REAL ESTATE · REIT - OFFICE · USA
Empire State Realty OP, L.P. is a subsidiary of Empire State Realty Trust, Inc.
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