American Tower Corp (AMT)vsLamar Advertising Company (LAMR)
AMT
American Tower Corp
$175.25
+0.37%
REAL ESTATE · Cap: $82.87B
LAMR
Lamar Advertising Company
$145.13
-0.65%
REAL ESTATE · Cap: $14.83B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 370% more annual revenue ($10.94B vs $2.33B). AMT leads profitability with a 31.1% profit margin vs 23.9%. AMT appears more attractively valued with a PEG of 1.66. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
LAMR
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.2%
Fair Value
$194.38
Current Price
$175.25
$19.13 discount
Margin of Safety
-48.2%
Fair Value
$89.49
Current Price
$145.13
$55.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 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
Generating 1.2B in free cash flow
Every $100 of equity generates 56 in profit
Strong operational efficiency at 33.3%
Keeps 24 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
4.7% revenue growth
Trading at 22.0x book value
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Trading at 15.0x book value
3.9% earnings growth
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 : LAMR
The strongest argument for LAMR centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 23.9% and operating margin at 33.3%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, Revenue Growth, Price/Book. Debt-to-equity of 12.09 is elevated, increasing financial risk.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 5.00 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a value stock while LAMR is a mature play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.20 — expect wider price swings.
LAMR is growing revenue faster at 6.5% — sustainability is the question.
AMT generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (70/100 vs 62/100), 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.
Lamar Advertising Company
REAL ESTATE · REIT - SPECIALTY · USA
Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with more than 357,500 displays in the United States and Canada.
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