American Tower Corp (AMT)vsGaming & Leisure Properties (GLPI)
AMT
American Tower Corp
$177.85
+2.82%
REAL ESTATE · Cap: $82.87B
GLPI
Gaming & Leisure Properties
$40.24
-1.81%
REAL ESTATE · Cap: $12.47B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 561% more annual revenue ($10.94B vs $1.66B). GLPI leads profitability with a 58.5% profit margin vs 31.1%. AMT appears more attractively valued with a PEG of 1.66. GLPI earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
GLPI
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.3%
Fair Value
$194.60
Current Price
$177.85
$16.75 discount
Margin of Safety
+21.9%
Fair Value
$59.17
Current Price
$40.24
$18.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Earnings expanding 138.5% YoY
Large-cap with strong market position
Generating 1.2B in free cash flow
Keeps 59 of every $100 in revenue as profit
Strong operational efficiency at 77.5%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 47.9% YoY
Areas to Watch
Expensive relative to growth rate
4.7% revenue growth
Trading at 22.3x 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, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 45.4%.
Bull Case : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 58.5% and operating margin at 77.5%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, Revenue Growth, Price/Book. Debt-to-equity of 12.09 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 1.68 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a value stock while GLPI is a mature play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.90 — expect wider price swings.
GLPI is growing revenue faster at 9.0% — sustainability is the question.
AMT generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (70/100 vs 70/100), backed by strong 31.1% margins. GLPI offers better value entry with a 21.9% 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 premier real estate investment trust (REIT) specializing in the acquisition and management of high-quality gaming and gaming-related facilities across the United States. By establishing long-term leases with leading gaming operators, GLPI secures a stable and resilient income stream driven by strong sector demand. The company's strategic investment methodology enhances rental income while providing tenant operational flexibility, positioning GLPI as a key player in the evolving gaming and entertainment market. For institutional investors, GLPI represents a unique opportunity to gain exposure to a distinctive asset class at the intersection of real estate and the growing gaming sector, targeting consistent and attractive returns.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?