American Tower Corp (AMT)vsCorning Incorporated (GLW)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
GLW
Corning Incorporated
$197.90
+4.86%
TECHNOLOGY · Cap: $172.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Corning Incorporated generates 51% more annual revenue ($16.32B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 11.1%. GLW appears more attractively valued with a PEG of 1.38. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
GLW
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.0%
Fair Value
$194.13
Current Price
$194.12
$0.01 discount
Intrinsic value data unavailable for GLW.
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
Earnings expanding 138.9% YoY
Large-cap with strong market position
Revenue surging 20.0% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Trading at 14.4x book value
Premium valuation, high expectations priced in
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 : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.0% demonstrates continued momentum. PEG of 1.38 suggests the stock is reasonably priced for its growth.
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 : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 96.3x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while GLW is a growth play — different risk/reward profiles.
GLW carries more volatility with a beta of 1.14 — expect wider price swings.
GLW is growing revenue faster at 20.0% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 64/100), backed by strong 26.8% margins. 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.
Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
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