American Tower Corp (AMT)vsIron Mountain Incorporated (IRM)
AMT
American Tower Corp
$188.79
-2.68%
REAL ESTATE · Cap: $87.09B
IRM
Iron Mountain Incorporated
$106.52
+0.97%
REAL ESTATE · Cap: $35.24B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 46% more annual revenue ($11.01B vs $7.56B). AMT leads profitability with a 30.1% profit margin vs 5.5%. AMT appears more attractively valued with a PEG of 1.84. IRM earns a higher WallStSmart Score of 62/100 (C+).
AMT
Buy60
out of 100
Grade: C
IRM
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.7%
Fair Value
$195.63
Current Price
$188.79
$6.84 discount
Margin of Safety
-32.5%
Fair Value
$75.66
Current Price
$106.52
$30.86 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 45.6%
Large-cap with strong market position
Every $100 of equity generates 225 in profit
Earnings expanding 860.0% YoY
Conservative balance sheet, low leverage
18.5% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
2.5% revenue growth
Weak financial health signals
5.5% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 30.1% and operating margin at 45.6%.
Bull Case : IRM
The strongest argument for IRM centers on Return on Equity, EPS Growth, Debt/Equity. Revenue growth of 18.5% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.88 is elevated, increasing financial risk.
Bear Case : IRM
The primary concerns for IRM are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 84.6x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a value stock while IRM is a growth play — different risk/reward profiles.
IRM carries more volatility with a beta of 1.19 — expect wider price swings.
IRM is growing revenue faster at 18.5% — sustainability is the question.
AMT generates stronger free cash flow (995M), providing more financial flexibility.
Bottom Line
IRM scores higher overall (62/100 vs 60/100) and 18.5% revenue growth. Both earn "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.
Iron Mountain Incorporated
REAL ESTATE · REIT - SPECIALTY · USA
Iron Mountain Inc. (NYSE: IRM) is an American enterprise information management services company founded in 1951 and headquartered in Boston, Massachusetts.
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