American Tower Corp (AMT)vsAltria Group (MO)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $83.11B
MO
Altria Group
$68.20
+0.59%
CONSUMER DEFENSIVE · Cap: $111.82B
Smart Verdict
WallStSmart Research — data-driven comparison
Altria Group generates 89% more annual revenue ($20.14B vs $10.64B). MO leads profitability with a 34.5% profit margin vs 23.8%. MO appears more attractively valued with a PEG of 1.71. AMT earns a higher WallStSmart Score of 62/100 (C+).
AMT
Buy62
out of 100
Grade: C+
MO
Hold47
out of 100
Grade: D+
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
-39.6%
Fair Value
$47.23
Current Price
$68.20
$20.97 premium
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
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 116.7%
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.8x book value
Earnings declined 33.2%
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Revenue declined 0.5%
Earnings declined 62.9%
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 : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 116.7%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while MO is a declining play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
AMT is growing revenue faster at 7.5% — sustainability is the question.
MO generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (62/100 vs 47/100), backed by strong 23.8% margins. Both earn "Buy" and "Hold" 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.
Altria Group
CONSUMER DEFENSIVE · TOBACCO · USA
Altria Group, Inc. (previously known as Philip Morris Companies, Inc.) is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in unincorporated Henrico County, Virginia, just outside the city of Richmond.
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