American Tower Corp (AMT)vsGlobal Net Lease, Inc. (GNL)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
GNL
Global Net Lease, Inc.
$9.52
-0.31%
REAL ESTATE · Cap: $2.04B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 2084% more annual revenue ($10.82B vs $495.29M). AMT leads profitability with a 26.8% profit margin vs -45.5%. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
GNL
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Margin of Safety
+50.5%
Fair Value
$19.95
Current Price
$9.52
$10.43 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
Reasonable price relative to book value
Strong operational efficiency at 36.0%
Earnings expanding 333.0% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
ROE of -7.0% — below average capital efficiency
Revenue declined 15.1%
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 : GNL
The strongest argument for GNL centers on Price/Book, Operating Margin, EPS Growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : GNL
The primary concerns for GNL are Debt/Equity, Piotroski F-Score, Return on Equity. Debt-to-equity of 1.74 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a mature stock while GNL is a turnaround play — different risk/reward profiles.
GNL carries more volatility with a beta of 1.06 — 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 48/100), backed by strong 26.8% margins. GNL offers better value entry with a 50.5% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Global Net Lease, Inc.
REAL ESTATE · REIT - DIVERSIFIED · USA
Global Net Lease, Inc. (GNL) is a prominent real estate investment trust (REIT) dedicated to acquiring and managing a diversified range of commercial properties primarily leased to high-quality corporate tenants under long-term net lease agreements. The company focuses on diversification across various sectors and geographic regions, which supports its strategy to deliver consistent, risk-adjusted returns to shareholders. Leveraging a seasoned management team with expertise in the net lease market, GNL is strategically positioned to strengthen its presence in the commercial real estate sector while enhancing portfolio value and income potential for investors.
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