American Tower Corp (AMT)vsPublic Storage (PSA)
AMT
American Tower Corp
$177.47
+0.53%
REAL ESTATE · Cap: $82.24B
PSA
Public Storage
$311.55
+0.16%
REAL ESTATE · Cap: $54.30B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 122% more annual revenue ($10.82B vs $4.87B). PSA leads profitability with a 39.1% profit margin vs 26.8%. 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
PSA
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.4%
Fair Value
$218.43
Current Price
$177.47
$40.96 discount
Margin of Safety
+6.8%
Fair Value
$315.32
Current Price
$311.55
$3.77 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
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Every $100 of equity generates 20 in profit
Earnings expanding 32.8% YoY
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.5x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 11.2x book value
3.2% revenue growth
Expensive relative to growth rate
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 : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 39.1% and operating margin at 46.0%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while PSA is a value play — different risk/reward profiles.
PSA carries more volatility with a beta of 0.98 — 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 62/100), 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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
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