American Tower Corp (AMT)vsNew England Realty Associates LP (NEN)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
NEN
New England Realty Associates LP
$61.99
+5.07%
REAL ESTATE · Cap: $205.73M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 11832% more annual revenue ($10.82B vs $90.67M). AMT leads profitability with a 26.8% profit margin vs 6.7%. AMT trades at a lower P/E of 29.5x. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
NEN
Avoid33
out of 100
Grade: F
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
+70.5%
Fair Value
$220.43
Current Price
$61.99
$158.44 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
15.9% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
2.4% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 : NEN
The strongest argument for NEN centers on Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : NEN
The primary concerns for NEN are P/E Ratio, EPS Growth, Market Cap.
Key Dynamics to Monitor
AMT profiles as a mature stock while NEN is a growth play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
NEN is growing revenue faster at 15.9% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 33/100), backed by strong 26.8% margins. NEN offers better value entry with a 70.5% margin of safety. Both earn "Strong Buy" and "Avoid" 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.
New England Realty Associates LP
REAL ESTATE · REAL ESTATE SERVICES · USA
New England Realty Associates Limited Partnership is dedicated to acquiring, developing, holding for investment, operating and selling real estate in the United States. The company is headquartered in Allston, Massachusetts.
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