American Tower Corp (AMT)vsThe Coca-Cola Company (KO)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $83.11B
KO
The Coca-Cola Company
$78.87
+0.66%
CONSUMER DEFENSIVE · Cap: $339.28B
Smart Verdict
WallStSmart Research — data-driven comparison
The Coca-Cola Company generates 363% more annual revenue ($49.28B vs $10.64B). KO leads profitability with a 27.8% profit margin vs 23.8%. AMT appears more attractively valued with a PEG of 1.97. KO earns a higher WallStSmart Score of 65/100 (B-).
AMT
Buy62
out of 100
Grade: C+
KO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.2%
Fair Value
$215.34
Current Price
$178.19
$37.15 discount
Margin of Safety
-22.8%
Fair Value
$64.14
Current Price
$78.87
$14.73 premium
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
Mega-cap, among the largest globally
Every $100 of equity generates 43 in profit
Strong operational efficiency at 34.9%
Keeps 28 of every $100 in revenue as profit
Generating 2.9B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.8x book value
Earnings declined 33.2%
Trading at 10.1x book value
Elevated debt levels
Expensive relative to growth rate
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 : KO
The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 34.9%. Revenue growth of 12.1% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : KO
The primary concerns for KO are Price/Book, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
KO is growing revenue faster at 12.1% — sustainability is the question.
KO generates stronger free cash flow (2.9B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KO scores higher overall (65/100 vs 62/100), backed by strong 27.8% margins and 12.1% revenue growth. AMT offers better value entry with a 16.2% 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.
The Coca-Cola Company
CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA
The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.
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