American Tower Corp (AMT)vsPrologis Inc (PLD)
AMT
American Tower Corp
$188.79
-2.68%
REAL ESTATE · Cap: $87.09B
PLD
Prologis Inc
$126.97
-1.24%
REAL ESTATE · Cap: $124.41B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 11% more annual revenue ($11.01B vs $9.89B). PLD leads profitability with a 43.1% profit margin vs 30.1%. AMT appears more attractively valued with a PEG of 1.84. AMT earns a higher WallStSmart Score of 60/100 (C).
AMT
Buy60
out of 100
Grade: C
PLD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.7%
Fair Value
$195.63
Current Price
$188.79
$6.84 discount
Margin of Safety
+49.7%
Fair Value
$255.41
Current Price
$126.97
$128.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 45.6%
Large-cap with strong market position
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
2.5% revenue growth
Weak financial health signals
Moderate valuation
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 30.1% and operating margin at 45.6%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.88 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
AMT profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
AMT generates stronger free cash flow (995M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (60/100 vs 59/100), backed by strong 30.1% margins. PLD offers better value entry with a 49.7% margin of safety. Both earn "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.
Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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