American Tower Corp (AMT)vsInvitation Homes Inc (INVH)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
INVH
Invitation Homes Inc
$28.77
+2.49%
REAL ESTATE · Cap: $16.83B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 298% more annual revenue ($10.82B vs $2.72B). AMT leads profitability with a 26.8% profit margin vs 21.6%. 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
INVH
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$178.19
$40.91 discount
Margin of Safety
+24.7%
Fair Value
$36.12
Current Price
$28.77
$7.35 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
Keeps 22 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.0%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
Moderate valuation
4.3% revenue growth
2.4% earnings growth
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 : INVH
The strongest argument for INVH centers on Profit Margin, Price/Book, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 27.0%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : INVH
The primary concerns for INVH are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while INVH is a value play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — 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 56/100), backed by strong 26.8% margins. INVH offers better value entry with a 24.7% margin of safety. 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.
Invitation Homes Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Invitation Homes is the nation's leading single-family home leasing company, meeting changing lifestyle demands by providing access to high-quality, renovated homes with valuable features like proximity to jobs and access to good schools.
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