American Tower Corp (AMT)vsMFA Financial Inc (MFA)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
MFA
MFA Financial Inc
$10.25
+0.79%
REAL ESTATE · Cap: $1.06B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 3225% more annual revenue ($10.82B vs $325.40M). MFA leads profitability with a 54.3% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.97. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
MFA
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Margin of Safety
+60.8%
Fair Value
$24.78
Current Price
$10.25
$14.53 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.3%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Every $100 of equity generates 30 in profit
Keeps 27 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 54 of every $100 in revenue as profit
Strong operational efficiency at 61.7%
Revenue surging 111.3% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Expensive relative to growth rate
Smaller company, higher risk/reward
Earnings declined 5.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 26.8% and operating margin at 45.3%.
Bull Case : MFA
The strongest argument for MFA centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 54.3% and operating margin at 61.7%. Revenue growth of 111.3% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : MFA
The primary concerns for MFA are PEG Ratio, Market Cap, EPS Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while MFA is a growth play — different risk/reward profiles.
MFA carries more volatility with a beta of 1.62 — expect wider price swings.
MFA is growing revenue faster at 111.3% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 67/100), backed by strong 26.8% margins. MFA offers better value entry with a 60.8% margin of safety. 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.
MFA Financial Inc
REAL ESTATE · REIT - MORTGAGE · USA
MFA Financial, Inc., is a real estate investment trust (REIT) in the United States. The company is headquartered in New York, New York.
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