American Tower Corp (AMT)vsJabil Circuit Inc (JBL)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
JBL
Jabil Circuit Inc
$333.86
+0.92%
TECHNOLOGY · Cap: $35.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Jabil Circuit Inc generates 202% more annual revenue ($32.67B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 2.5%. JBL appears more attractively valued with a PEG of 0.82. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
JBL
Strong Buy68
out of 100
Grade: B-
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
+6.2%
Fair Value
$278.38
Current Price
$333.86
$55.48 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
Every $100 of equity generates 60 in profit
Earnings expanding 96.2% YoY
Growing faster than its price suggests
Revenue surging 23.1% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
2.5% margin — thin
Operating margin of 4.7%
Weak financial health signals
Premium valuation, high expectations priced in
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 : JBL
The strongest argument for JBL centers on Return on Equity, EPS Growth, PEG Ratio. Revenue growth of 23.1% demonstrates continued momentum. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : JBL
The primary concerns for JBL are Profit Margin, Operating Margin, Piotroski F-Score. A P/E of 45.1x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMT profiles as a mature stock while JBL is a growth play — different risk/reward profiles.
JBL carries more volatility with a beta of 1.16 — expect wider price swings.
JBL is growing revenue faster at 23.1% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 68/100), 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.
Jabil Circuit Inc
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Jabil Inc. provides global manufacturing solutions and services. The company is headquartered in Saint Petersburg, Florida.
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