American Tower Corp (AMT)vsFidelity National Information Services Inc (FIS)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
FIS
Fidelity National Information Services Inc
$40.95
-1.28%
TECHNOLOGY · Cap: $20.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Fidelity National Information Services Inc generates 6% more annual revenue ($11.44B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 23.4%. FIS appears more attractively valued with a PEG of 0.22. FIS earns a higher WallStSmart Score of 87/100 (A).
AMT
Strong Buy72
out of 100
Grade: B
FIS
Exceptional Buy87
out of 100
Grade: A
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.0%
Fair Value
$194.13
Current Price
$194.12
$0.01 discount
Margin of Safety
+8.2%
Fair Value
$52.61
Current Price
$40.95
$11.66 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
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 30.1% year-over-year
Earnings expanding 3041.0% YoY
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Elevated debt levels
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 : FIS
The strongest argument for FIS centers on PEG Ratio, P/E Ratio, Price/Book. Profitability is solid with margins at 23.4% and operating margin at 16.4%. Revenue growth of 30.1% demonstrates continued momentum.
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 : FIS
The primary concerns for FIS are Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while FIS is a growth play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.90 — expect wider price swings.
FIS is growing revenue faster at 30.1% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
FIS scores higher overall (87/100 vs 72/100), backed by strong 23.4% margins and 30.1% revenue growth. Both earn "Exceptional 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.
Fidelity National Information Services Inc
TECHNOLOGY · INFORMATION TECHNOLOGY SERVICES · USA
FIS is an American Fortune 500 company which offers a wide range of financial products and services. Headquartered in Jacksonville, Florida, FIS employs approximately 63,000 people worldwide. FIS is most known for its development of Financial Technology, or FinTech, and as of Q2 2020 it offers its solutions in three primary segments: Merchant Solutions, Banking Solutions, and Capital Market Solutions.
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