American Tower Corp (AMT)vsMeta Platforms Inc. (META)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $83.11B
META
Meta Platforms Inc.
$669.12
-8.55%
COMMUNICATION SERVICES · Cap: $1.71T
Smart Verdict
WallStSmart Research — data-driven comparison
Meta Platforms Inc. generates 1788% more annual revenue ($200.97B vs $10.64B). META leads profitability with a 30.1% profit margin vs 23.8%. META appears more attractively valued with a PEG of 1.10. META earns a higher WallStSmart Score of 72/100 (B).
AMT
Buy62
out of 100
Grade: C+
META
Strong Buy72
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
+23.5%
Fair Value
$875.05
Current Price
$669.12
$205.93 discount
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 30 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 41.3%
Generating 14.8B in free cash flow
Revenue surging 23.8% year-over-year
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.8x book value
Earnings declined 33.2%
Moderate valuation
Weak financial health signals
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 : META
The strongest argument for META centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 41.3%. Revenue growth of 23.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : META
The primary concerns for META are P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while META is a growth play — different risk/reward profiles.
META carries more volatility with a beta of 1.31 — expect wider price swings.
META is growing revenue faster at 23.8% — sustainability is the question.
META generates stronger free cash flow (14.8B), providing more financial flexibility.
Bottom Line
META scores higher overall (72/100 vs 62/100), backed by strong 30.1% margins and 23.8% 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.
Meta Platforms Inc.
COMMUNICATION SERVICES · INTERNET CONTENT & INFORMATION · USA
Meta Platforms, Inc. develops products that enable people to connect and share with friends and family through mobile devices, PCs, virtual reality headsets, wearables and home devices around the world. The company is headquartered in Menlo Park, California.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?