American Tower Corp (AMT)vsKKR & Co LP (KKR)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
KKR
KKR & Co LP
$99.32
-2.05%
FINANCIAL SERVICES · Cap: $91.98B
Smart Verdict
WallStSmart Research — data-driven comparison
KKR & Co LP generates 137% more annual revenue ($25.65B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 9.2%. KKR appears more attractively valued with a PEG of 0.52. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
KKR
Buy62
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
Intrinsic value data unavailable for KKR.
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
Strong operational efficiency at 33.0%
Revenue surging 76.3% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Earnings declined 2.2%
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 : KKR
The strongest argument for KKR centers on Operating Margin, Revenue Growth, Market Cap. Revenue growth of 76.3% demonstrates continued momentum. PEG of 0.52 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 : KKR
The primary concerns for KKR are P/E Ratio, EPS Growth. A P/E of 42.4x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while KKR is a hypergrowth play — different risk/reward profiles.
KKR carries more volatility with a beta of 1.93 — expect wider price swings.
KKR is growing revenue faster at 76.3% — sustainability is the question.
KKR generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 62/100), 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.
KKR & Co LP
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
KKR & Co. LP, established in 1976, is a premier global investment firm renowned for its diversified investment strategies spanning private equity, credit, and real assets. Leveraging its deep industry insights and vast global network, KKR effectively identifies and capitalizes on complex market opportunities, driving sustainable long-term value for its portfolio companies. The firm is also a leader in sustainable investing, rigorously incorporating environmental, social, and governance (ESG) criteria into its investment processes to ensure robust performance while fostering responsible growth in the financial markets. KKR’s commitment to innovative investment solutions and operational excellence positions it as a key player in the evolving landscape of global finance.
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