American Tower Corp (AMT)vsQualcomm Incorporated (QCOM)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $83.11B
QCOM
Qualcomm Incorporated
$156.00
+4.00%
TECHNOLOGY · Cap: $166.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Qualcomm Incorporated generates 322% more annual revenue ($44.87B vs $10.64B). AMT leads profitability with a 23.8% profit margin vs 12.0%. QCOM appears more attractively valued with a PEG of 0.65. AMT earns a higher WallStSmart Score of 62/100 (C+).
AMT
Buy62
out of 100
Grade: C+
QCOM
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.2%
Fair Value
$215.34
Current Price
$178.19
$37.15 discount
Margin of Safety
+18.4%
Fair Value
$219.99
Current Price
$156.00
$63.99 discount
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
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Strong operational efficiency at 27.5%
Generating 4.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.8x book value
Earnings declined 33.2%
Premium valuation, high expectations priced in
Earnings declined 1.8%
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 : QCOM
The strongest argument for QCOM centers on Altman Z-Score, Market Cap, Return on Equity. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : QCOM
The primary concerns for QCOM are P/E Ratio, EPS Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while QCOM is a value play — different risk/reward profiles.
QCOM carries more volatility with a beta of 1.28 — expect wider price swings.
AMT is growing revenue faster at 7.5% — sustainability is the question.
QCOM generates stronger free cash flow (4.4B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (62/100 vs 61/100), backed by strong 23.8% margins. QCOM offers better value entry with a 18.4% 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.
Qualcomm Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Qualcomm is an American multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates semiconductors, software, and services related to wireless technology. It owns patents critical to the 5G, 4G, CDMA2000, TD-SCDMA and WCDMA mobile communications standards.
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