American Tower Corp (AMT)vsIntercontinental Exchange Inc (ICE)
AMT
American Tower Corp
$170.63
+0.08%
REAL ESTATE · Cap: $81.00B
ICE
Intercontinental Exchange Inc
$154.36
-1.21%
FINANCIAL SERVICES · Cap: $87.54B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 4% more annual revenue ($10.82B vs $10.44B). ICE leads profitability with a 37.7% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.85. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
ICE
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.4%
Fair Value
$218.43
Current Price
$170.63
$47.80 discount
Intrinsic value data unavailable for ICE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 57.3%
Earnings expanding 79.7% YoY
Large-cap with strong market position
Reasonable price relative to book value
Revenue surging 20.4% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 22.6x book value
Distress zone — elevated risk
Expensive relative to growth rate
Distress zone — elevated risk
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 45.9%.
Bull Case : ICE
The strongest argument for ICE centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.7% and operating margin at 57.3%. Revenue growth of 20.4% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : ICE
The primary concerns for ICE are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while ICE is a growth play — different risk/reward profiles.
ICE carries more volatility with a beta of 0.96 — expect wider price swings.
ICE is growing revenue faster at 20.4% — sustainability is the question.
ICE generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 71/100), 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.
Intercontinental Exchange Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
The Intercontinental Exchange (ICE) is an American Fortune 500 company formed in 2000 that operates global exchanges, clearing houses and provides mortgage technology, data and listing services. The company owns exchanges for financial and commodity markets, and operates regulated exchanges and marketplaces.
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