American Tower Corp (AMT)vsGladstone Commercial Corporation (GOOD)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
GOOD
Gladstone Commercial Corporation
$12.61
+0.24%
REAL ESTATE · Cap: $609.93M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 6606% more annual revenue ($10.82B vs $161.34M). AMT leads profitability with a 26.8% profit margin vs 11.9%. 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
GOOD
Hold49
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
+76.4%
Fair Value
$49.00
Current Price
$12.61
$36.39 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
Strong operational efficiency at 40.0%
16.3% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : GOOD
The strongest argument for GOOD centers on Operating Margin, Revenue Growth. Revenue growth of 16.3% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : GOOD
The primary concerns for GOOD are Market Cap, Return on Equity, PEG Ratio. A P/E of 90.0x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while GOOD is a growth play — different risk/reward profiles.
GOOD carries more volatility with a beta of 1.09 — expect wider price swings.
GOOD is growing revenue faster at 16.3% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 49/100), backed by strong 26.8% margins. GOOD offers better value entry with a 76.4% 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.
Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
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