American Tower Corp (AMT)vsNewmont Goldcorp Corp (NEM)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
NEM
Newmont Goldcorp Corp
$111.09
+3.23%
BASIC MATERIALS · Cap: $118.59B
Smart Verdict
WallStSmart Research — data-driven comparison
Newmont Goldcorp Corp generates 131% more annual revenue ($24.97B vs $10.82B). NEM leads profitability with a 33.9% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.97. NEM earns a higher WallStSmart Score of 78/100 (B+).
AMT
Strong Buy72
out of 100
Grade: B
NEM
Strong Buy78
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
-81.9%
Fair Value
$68.50
Current Price
$111.09
$42.59 premium
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
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 61.4%
Revenue surging 45.8% year-over-year
Earnings expanding 78.6% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
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
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 : NEM
The strongest argument for NEM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 33.9% and operating margin at 61.4%. Revenue growth of 45.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : NEM
The primary concerns for NEM are PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while NEM is a growth play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
NEM is growing revenue faster at 45.8% — sustainability is the question.
NEM generates stronger free cash flow (3.1B), providing more financial flexibility.
Bottom Line
NEM scores higher overall (78/100 vs 72/100), backed by strong 33.9% margins and 45.8% revenue growth. AMT offers better value entry with a 17.6% 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.
Newmont Goldcorp Corp
BASIC MATERIALS · GOLD · USA
Newmont Corporation, based in Greenwood Village, Colorado, United States, is one of the largest gold mining companies in the world.
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