American Tower Corp (AMT)vsGaming & Leisure Properties (GLPI)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
GLPI
Gaming & Leisure Properties
$47.17
+2.10%
REAL ESTATE · Cap: $13.44B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 568% more annual revenue ($10.82B vs $1.62B). GLPI leads profitability with a 55.1% profit margin vs 26.8%. 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
GLPI
Strong Buy67
out of 100
Grade: B-
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
+23.3%
Fair Value
$60.27
Current Price
$47.17
$13.10 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 55 of every $100 in revenue as profit
Strong operational efficiency at 79.4%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 36.4% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Elevated debt levels
Expensive relative to growth rate
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 : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 55.1% and operating margin at 79.4%.
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 : GLPI
The primary concerns for GLPI are Debt/Equity, PEG Ratio, Altman Z-Score. Debt-to-equity of 1.81 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.90 — 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.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 67/100), backed by strong 26.8% margins. GLPI offers better value entry with a 23.3% margin of safety. Both earn "Strong 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.
Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a leading real estate investment trust (REIT) focused on acquiring and managing high-quality gaming and related facility assets across the United States. Its robust portfolio features long-term leases with reputable gaming operators, providing a reliable and resilient income stream fueled by robust sector demand. Utilizing an innovative investment approach, GLPI not only maximizes rental income but also affords its tenants operational flexibility, enabling the company to adapt to the dynamic gaming and entertainment landscape. With its strategic positioning, GLPI offers institutional investors a compelling opportunity to gain exposure to the growing intersection of real estate and the gaming industry, promising attractive and consistent returns.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?