American Tower Corp (AMT)vsMastercard Inc (MA)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
MA
Mastercard Inc
$491.08
+0.71%
FINANCIAL SERVICES · Cap: $422.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Mastercard Inc generates 214% more annual revenue ($33.94B vs $10.82B). MA leads profitability with a 45.9% profit margin vs 26.8%. MA appears more attractively valued with a PEG of 1.58. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
MA
Strong Buy70
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.0%
Fair Value
$194.13
Current Price
$194.12
$0.01 discount
Intrinsic value data unavailable for MA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Mega-cap, among the largest globally
Every $100 of equity generates 232 in profit
Keeps 46 of every $100 in revenue as profit
Strong operational efficiency at 60.8%
Safe zone — low bankruptcy risk
15.8% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Expensive relative to growth rate
Moderate valuation
Trading at 64.8x book value
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.
Bull Case : MA
The strongest argument for MA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 45.9% and operating margin at 60.8%. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : MA
The primary concerns for MA are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.82 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a mature stock while MA is a growth play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.90 — expect wider price swings.
MA is growing revenue faster at 15.8% — sustainability is the question.
MA generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 70/100), backed by strong 26.8% margins. Both earn "Strong Buy" and "Strong 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.
Mastercard Inc
FINANCIAL SERVICES · CREDIT SERVICES · USA
Mastercard Incorporated is an American multinational financial services corporation headquartered in the Mastercard International Global Headquarters in Purchase, New York. The Global Operations Headquarters is located in O'Fallon, Missouri, a municipality of St. Charles County, Missouri. Throughout the world, its principal business is to process payments between the banks of merchants and the card-issuing banks or credit unions of the purchasers who use the Mastercard brand debit, credit and prepaid cards to make purchases. Mastercard Worldwide has been a publicly traded company since 2006.
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