American Tower Corp (AMT)vsLadder Capital Corp Class A (LADR)
AMT
American Tower Corp
$172.54
+0.78%
REAL ESTATE · Cap: $81.66B
LADR
Ladder Capital Corp Class A
$9.76
+2.31%
REAL ESTATE · Cap: $1.21B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 4930% more annual revenue ($10.94B vs $217.52M). AMT leads profitability with a 31.1% profit margin vs 24.0%. AMT appears more attractively valued with a PEG of 1.62. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
LADR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.6%
Fair Value
$195.31
Current Price
$172.54
$22.77 discount
Margin of Safety
-22.4%
Fair Value
$8.62
Current Price
$9.76
$1.14 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Earnings expanding 138.5% YoY
Large-cap with strong market position
Reasonable price relative to book value
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 28.2%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.7% revenue growth
Trading at 21.6x book value
Expensive relative to growth rate
2.2% revenue growth
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
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 31.1% and operating margin at 45.4%.
Bull Case : LADR
The strongest argument for LADR centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 24.0% and operating margin at 28.2%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : LADR
The primary concerns for LADR are PEG Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.80 is elevated, increasing financial risk.
Key Dynamics to Monitor
LADR carries more volatility with a beta of 0.99 — expect wider price swings.
AMT is growing revenue faster at 4.7% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (70/100 vs 54/100), backed by strong 31.1% 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.
Ladder Capital Corp Class A
REAL ESTATE · REIT - MORTGAGE · USA
Ladder Capital Corp is a real estate investment trust in the United States. The company is headquartered in New York, New York.
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