American Tower Corp (AMT)vsNVIDIA Corporation (NVDA)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $83.11B
NVDA
NVIDIA Corporation
$209.25
-1.84%
TECHNOLOGY · Cap: $5.09T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 1929% more annual revenue ($215.94B vs $10.64B). NVDA leads profitability with a 55.6% profit margin vs 23.8%. NVDA appears more attractively valued with a PEG of 0.76. NVDA earns a higher WallStSmart Score of 79/100 (B+).
AMT
Buy62
out of 100
Grade: C+
NVDA
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.2%
Fair Value
$215.34
Current Price
$178.19
$37.15 discount
Intrinsic value data unavailable for NVDA.
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
Mega-cap, among the largest globally
Every $100 of equity generates 102 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 65.0%
Revenue surging 73.2% year-over-year
Earnings expanding 95.6% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.8x book value
Earnings declined 33.2%
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 32.3x book value
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 : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : NVDA
The primary concerns for NVDA are Piotroski F-Score, P/E Ratio, Price/Book. A P/E of 42.7x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while NVDA is a growth play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.33 — expect wider price swings.
NVDA is growing revenue faster at 73.2% — sustainability is the question.
NVDA generates stronger free cash flow (34.9B), providing more financial flexibility.
Bottom Line
NVDA scores higher overall (79/100 vs 62/100), backed by strong 55.6% margins and 73.2% revenue growth. AMT offers better value entry with a 16.2% margin of safety. Both earn "Strong Buy" and "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.
NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
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