American Tower Corp (AMT)vsFirstService Corp (FSV)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
FSV
FirstService Corp
$133.81
-0.20%
REAL ESTATE · Cap: $6.58B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 94% more annual revenue ($10.82B vs $5.56B). AMT leads profitability with a 26.8% profit margin vs 2.9%. AMT appears more attractively valued with a PEG of 1.97. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
FSV
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$178.19
$40.91 discount
Margin of Safety
+60.0%
Fair Value
$394.36
Current Price
$133.81
$260.55 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.3%
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
Earnings expanding 626.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
Expensive relative to growth rate
2.9% margin — thin
Operating margin of 3.7%
Weak financial health signals
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 45.3%.
Bull Case : FSV
The strongest argument for FSV centers on EPS Growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : FSV
The primary concerns for FSV are PEG Ratio, Profit Margin, Operating Margin. A P/E of 40.3x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMT profiles as a mature stock while FSV is a value play — different risk/reward profiles.
FSV carries more volatility with a beta of 0.95 — 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 54/100), backed by strong 26.8% margins. FSV offers better value entry with a 60.0% 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.
FirstService Corp
REAL ESTATE · REAL ESTATE SERVICES · USA
FirstService Corporation provides residential property management and other essential property services to residential and commercial clients in the United States and Canada. The company is headquartered in Toronto, Canada.
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