American Tower Corp (AMT)vsShell PLC ADR (SHEL)
AMT
American Tower Corp
$194.12
+0.11%
REAL ESTATE · Cap: $86.44B
SHEL
Shell PLC ADR
$85.40
-0.22%
ENERGY · Cap: $238.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Shell PLC ADR generates 2371% more annual revenue ($267.34B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 7.0%. SHEL appears more attractively valued with a PEG of 1.27. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
SHEL
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.0%
Fair Value
$194.13
Current Price
$194.12
$0.01 discount
Margin of Safety
-59.1%
Fair Value
$53.84
Current Price
$85.40
$31.56 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
Keeps 27 of every $100 in revenue as profit
Mega-cap, among the largest globally
Reasonable price relative to book value
Attractively priced relative to earnings
Earnings expanding 26.6% YoY
Generating 1.6B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 25.7x book value
Distress zone — elevated risk
0.7% revenue growth
7.0% margin — thin
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.
Bull Case : SHEL
The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.27 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. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : SHEL
The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while SHEL is a value play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.90 — expect wider price swings.
AMT is growing revenue faster at 6.8% — sustainability is the question.
SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 63/100), 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.
Shell PLC ADR
ENERGY · OIL & GAS INTEGRATED · USA
Shell plc is a global petrochemical and energy company. The company is headquartered in The Hague, the Netherlands.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?