American Tower Corp (AMT)vsAlphabet Inc Class A (GOOGL)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
GOOGL
Alphabet Inc Class A
$368.53
+0.53%
COMMUNICATION SERVICES · Cap: $4.38T
Smart Verdict
WallStSmart Research — data-driven comparison
Alphabet Inc Class A generates 3805% more annual revenue ($422.50B vs $10.82B). GOOGL leads profitability with a 37.9% profit margin vs 26.8%. GOOGL appears more attractively valued with a PEG of 1.48. GOOGL earns a higher WallStSmart Score of 76/100 (B+).
AMT
Strong Buy72
out of 100
Grade: B
GOOGL
Strong Buy76
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
+43.6%
Fair Value
$631.89
Current Price
$368.53
$263.36 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
Mega-cap, among the largest globally
Every $100 of equity generates 33 in profit
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 36.1%
Earnings expanding 82.0% YoY
Generating 10.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Moderate valuation
Trading at 9.3x book value
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 : GOOGL
The strongest argument for GOOGL centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 37.9% and operating margin at 36.1%. Revenue growth of 21.8% demonstrates continued momentum.
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 : GOOGL
The primary concerns for GOOGL are P/E Ratio, Price/Book.
Key Dynamics to Monitor
AMT profiles as a mature stock while GOOGL is a growth play — different risk/reward profiles.
GOOGL carries more volatility with a beta of 1.27 — expect wider price swings.
GOOGL is growing revenue faster at 21.8% — sustainability is the question.
GOOGL generates stronger free cash flow (10.1B), providing more financial flexibility.
Bottom Line
GOOGL scores higher overall (76/100 vs 72/100), backed by strong 37.9% margins and 21.8% revenue growth. 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.
Alphabet Inc Class A
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Alphabet Inc. is an American multinational conglomerate headquartered in Mountain View, California. It was created through a restructuring of Google on October 2, 2015, and became the parent company of Google and several former Google subsidiaries. The two co-founders of Google remained as controlling shareholders, board members, and employees at Alphabet. Alphabet is the world's fourth-largest technology company by revenue and one of the world's most valuable companies.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?