American Tower Corp (AMT)vsGranite Real Estate Investment Trust (GRTUF)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
GRTUF
Granite Real Estate Investment Trust
$67.50
+2.20%
REAL ESTATE · Cap: $4.04B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1651% more annual revenue ($10.82B vs $617.89M). GRTUF leads profitability with a 55.4% profit margin vs 26.8%. GRTUF trades at a lower P/E of 16.1x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
GRTUF
Strong Buy67
out of 100
Grade: B-
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
+7.7%
Fair Value
$69.84
Current Price
$67.50
$2.34 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
Keeps 55 of every $100 in revenue as profit
Strong operational efficiency at 74.0%
Earnings expanding 67.4% YoY
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
ROE of 6.1% — below average capital efficiency
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 : GRTUF
The strongest argument for GRTUF centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 55.4% and operating margin at 74.0%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : GRTUF
The primary concerns for GRTUF are Return on Equity.
Key Dynamics to Monitor
GRTUF is growing revenue faster at 9.3% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 67/100), backed by strong 26.8% margins. 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.
Granite Real Estate Investment Trust
REAL ESTATE · REIT - INDUSTRIAL · USA
Granite is a Canadian-based real estate investment trust (REIT) focused on acquiring, the development, ownership and management of buildings, mainly logistics facilities, warehouses and industrial buildings in North America and Europe.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?