American Tower Corp (AMT)vsNatera Inc (NTRA)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
NTRA
Natera Inc
$215.31
-3.06%
HEALTHCARE · Cap: $30.37B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 333% more annual revenue ($10.82B vs $2.50B). AMT leads profitability with a 26.8% profit margin vs -9.1%. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
NTRA
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.0%
Fair Value
$194.13
Current Price
$194.12
$0.01 discount
Intrinsic value data unavailable for NTRA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Revenue surging 38.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
Trading at 17.3x book value
0.0% earnings growth
Weak financial health signals
ROE of -12.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.
Bull Case : NTRA
The strongest argument for NTRA centers on Revenue Growth, Debt/Equity. Revenue growth of 38.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : NTRA
The primary concerns for NTRA are Price/Book, EPS Growth, Piotroski F-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while NTRA is a hypergrowth play — different risk/reward profiles.
NTRA carries more volatility with a beta of 1.54 — expect wider price swings.
NTRA is growing revenue faster at 38.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 31/100), backed by strong 26.8% margins. 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.
Natera Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Natera, Inc., a diagnostic company, develops and markets molecular testing services globally. The company is headquartered in San Carlos, California.
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