American Tower Corp (AMT)vsSt Joe Company (JOE)
AMT
American Tower Corp
$167.27
-1.81%
REAL ESTATE · Cap: $78.31B
JOE
St Joe Company
$61.61
-0.18%
REAL ESTATE · Cap: $3.56B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1974% more annual revenue ($10.64B vs $513.25M). AMT leads profitability with a 23.8% profit margin vs 22.5%. AMT trades at a lower P/E of 31.0x. JOE earns a higher WallStSmart Score of 68/100 (B-).
AMT
Buy62
out of 100
Grade: C+
JOE
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-391.5%
Fair Value
$36.72
Current Price
$167.27
$130.55 premium
Margin of Safety
+26.4%
Fair Value
$93.13
Current Price
$61.61
$31.52 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.9%
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 30.6%
Earnings expanding 59.4% YoY
Keeps 23 of every $100 in revenue as profit
Revenue surging 23.5% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 33.2%
Premium valuation, high expectations priced in
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 23.8% and operating margin at 44.9%.
Bull Case : JOE
The strongest argument for JOE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.5% and operating margin at 30.6%. Revenue growth of 23.5% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : JOE
The primary concerns for JOE are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while JOE is a growth play — different risk/reward profiles.
JOE carries more volatility with a beta of 1.36 — expect wider price swings.
JOE is growing revenue faster at 23.5% — sustainability is the question.
AMT generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
JOE scores higher overall (68/100 vs 62/100), backed by strong 22.5% margins and 23.5% revenue growth. 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.
St Joe Company
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
The St. Joe Company is a real estate development, asset management and operation company in Northwest Florida, USA. The company is headquartered in Panama City Beach, Florida.
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