American Tower Corp (AMT)vsRealty Income Corporation (O)
AMT
American Tower Corp
$176.53
-1.80%
REAL ESTATE · Cap: $82.24B
O
Realty Income Corporation
$61.92
+0.21%
REAL ESTATE · Cap: $57.62B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 88% more annual revenue ($10.82B vs $5.76B). AMT leads profitability with a 26.8% profit margin vs 18.4%. AMT appears more attractively valued with a PEG of 1.87. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
O
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.5%
Fair Value
$218.67
Current Price
$176.53
$42.14 discount
Margin of Safety
+1.8%
Fair Value
$65.71
Current Price
$61.92
$3.79 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.9%
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
Reasonable price relative to book value
Strong operational efficiency at 47.0%
Large-cap with strong market position
Earnings expanding 41.2% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.4x book value
Distress zone — elevated risk
ROE of 2.7% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 45.9%.
Bull Case : O
The strongest argument for O centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 18.4% and operating margin at 47.0%. Revenue growth of 11.0% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : O
The primary concerns for O are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 50.6x leaves little room for execution misses.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.90 — expect wider price swings.
O is growing revenue faster at 11.0% — sustainability is the question.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 64/100), backed by strong 26.8% margins. 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.
Realty Income Corporation
REAL ESTATE · REIT - RETAIL · USA
Realty Income Corporation is a real estate investment trust that invests in free-standing, single-tenant commercial properties in the United States, Puerto Rico, and the United Kingdom that are subject to NNN Leases. The company is organized in Maryland with its headquarters in San Diego, California.
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