American Tower Corp (AMT)vsNational Health Investors Inc (NHI)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
NHI
National Health Investors Inc
$76.91
+0.50%
REAL ESTATE · Cap: $3.71B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 2752% more annual revenue ($10.82B vs $379.29M). NHI leads profitability with a 37.5% 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
NHI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$218.89
Current Price
$182.71
$36.18 discount
Margin of Safety
+32.3%
Fair Value
$130.35
Current Price
$76.91
$53.44 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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 61.3%
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 2.6%
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 : NHI
The strongest argument for NHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 37.5% and operating margin at 61.3%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : NHI
The primary concerns for NHI are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a mature stock while NHI 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 6.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 48/100), backed by strong 26.8% margins. NHI offers better value entry with a 32.3% margin of safety. Both earn "Strong 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.
National Health Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in the sale and leaseback, joint ventures, mortgages, and interim financing of discretionary and medical-based home and investment investments. in needs.
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