American Tower Corp (AMT)vsGaming & Leisure Properties (GLPI)
AMT
American Tower Corp
$167.27
-1.81%
REAL ESTATE · Cap: $78.31B
GLPI
Gaming & Leisure Properties
$45.63
-0.78%
REAL ESTATE · Cap: $13.03B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 567% more annual revenue ($10.64B vs $1.59B). GLPI leads profitability with a 51.7% profit margin vs 23.8%. AMT appears more attractively valued with a PEG of 1.95. AMT earns a higher WallStSmart Score of 62/100 (C+).
AMT
Buy62
out of 100
Grade: C+
GLPI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-391.5%
Fair Value
$36.72
Current Price
$167.27
$130.55 premium
Margin of Safety
+58.2%
Fair Value
$110.68
Current Price
$45.63
$65.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.9%
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 24 of every $100 in revenue as profit
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 89.3%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 33.2%
4.5% revenue growth
Weak financial health signals
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, Market Cap, Return on Equity. Profitability is solid with margins at 23.8% and operating margin at 44.9%.
Bull Case : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 51.7% and operating margin at 89.3%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : GLPI
The primary concerns for GLPI are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while GLPI is a value play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.91 — expect wider price swings.
AMT is growing revenue faster at 7.5% — sustainability is the question.
AMT generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (62/100 vs 61/100), backed by strong 23.8% margins. GLPI offers better value entry with a 58.2% margin of safety. Both earn "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.
Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a leading real estate investment trust (REIT) focused on the acquisition and management of gaming and related facility assets across the United States. The company operates a well-diversified portfolio, leasing properties to established gaming operators, which enables it to generate stable and resilient income streams buoyed by robust demand in the gaming sector. With its innovative investment approach, GLPI not only maximizes rental income but also provides operational flexibility to tenants, making it well-positioned to leverage emerging trends in the gaming and entertainment industries. For institutional investors seeking a strategic entry point into the intersection of real estate and gaming, GLPI represents a compelling investment opportunity aimed at delivering consistent returns.
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