American Tower Corp (AMT)vsIHS Holding Ltd (IHS)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $85.94B
IHS
IHS Holding Ltd
$8.30
0.00%
REAL ESTATE · Cap: $2.81B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 574% more annual revenue ($10.82B vs $1.61B). AMT leads profitability with a 26.8% profit margin vs 11.6%. IHS trades at a lower P/E of 4.6x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
IHS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+6.9%
Fair Value
$193.94
Current Price
$194.12
$0.18 discount
Intrinsic value data unavailable for IHS.
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
Attractively priced relative to earnings
Earnings expanding 144.8% YoY
Conservative balance sheet, low leverage
Strong operational efficiency at 29.2%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
ROE of -6380.0% — below average capital efficiency
Distress zone — elevated risk
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 : IHS
The strongest argument for IHS centers on P/E Ratio, EPS Growth, Debt/Equity.
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 : IHS
The primary concerns for IHS are Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while IHS is a value play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.89 — 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 59/100), backed by strong 26.8% margins. Both earn "Strong Buy" and "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.
IHS Holding Ltd
REAL ESTATE · REAL ESTATE SERVICES · USA
IHS Holding Limited owns, operates and develops shared telecommunications infrastructure in Africa, Latin America, Europe and the Middle East. The company is headquartered in London, the United Kingdom.
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