American Tower Corp (AMT)vsFour Corners Property Trust Inc (FCPT)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $85.94B
FCPT
Four Corners Property Trust Inc
$24.70
+3.17%
REAL ESTATE · Cap: $2.77B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 3497% more annual revenue ($10.82B vs $300.82M). FCPT leads profitability with a 38.7% profit margin vs 26.8%. FCPT trades at a lower P/E of 22.8x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
FCPT
Buy54
out of 100
Grade: C-
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
+32.0%
Fair Value
$37.14
Current Price
$24.70
$12.44 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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
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
0.6% earnings growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
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 : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.7% and operating margin at 62.6%.
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 : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.89 — expect wider price swings.
FCPT is growing revenue faster at 6.9% — 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 54/100), backed by strong 26.8% margins. FCPT offers better value entry with a 32.0% margin of safety. 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.
Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a distinguished real estate investment trust (REIT) that specializes in acquiring and managing a diversified portfolio of high-quality retail and restaurant properties throughout the United States. By focusing on single-tenant net lease agreements with well-established restaurant brands, FCPT aims to generate stable cash flows and promote sustainable growth. The company's commitment to proactive asset management and responsive leasing strategies enhances its adaptability to evolving market conditions, positioning FCPT to deliver consistent long-term value to its shareholders.
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