WallStSmart

American Tower Corp (AMT)vsSky Harbour Group Corporation (SKYH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Tower Corp generates 35174% more annual revenue ($10.82B vs $30.67M). SKYH leads profitability with a 63.9% profit margin vs 26.8%. AMT trades at a lower P/E of 29.9x. AMT earns a higher WallStSmart Score of 72/100 (B).

AMT

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 5.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.36

SKYH

Hold

49

out of 100

Grade: D+

Growth: 10.0Profit: 5.5Value: 4.0Quality: 2.5
Piotroski: 3/9Altman Z: 0.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMTUndervalued (+7.0%)

Margin of Safety

+7.0%

Fair Value

$194.13

Current Price

$194.12

$0.01 discount

UndervaluedFair: $194.13Overvalued

Intrinsic value data unavailable for SKYH.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMT5 strengths · Avg: 9.6/10
Return on EquityProfitability
78.8%10/10

Every $100 of equity generates 79 in profit

Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

EPS GrowthGrowth
76.9%10/10

Earnings expanding 76.9% YoY

Market CapQuality
$86.44B9/10

Large-cap with strong market position

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

SKYH4 strengths · Avg: 9.5/10
Profit MarginProfitability
63.9%10/10

Keeps 64 of every $100 in revenue as profit

Revenue GrowthGrowth
56.0%10/10

Revenue surging 56.0% year-over-year

EPS GrowthGrowth
198.2%10/10

Earnings expanding 198.2% YoY

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

AMT4 concerns · Avg: 3.0/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

P/E RatioValuation
29.9x4/10

Moderate valuation

Price/BookValuation
25.7x2/10

Trading at 25.7x book value

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

SKYH4 concerns · Avg: 2.5/10
Market CapQuality
$714.39M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
77.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-36.03M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : SKYH

The strongest argument for SKYH centers on Profit Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 63.9% and operating margin at -79.9%. Revenue growth of 56.0% demonstrates continued momentum.

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 : SKYH

The primary concerns for SKYH are Market Cap, Piotroski F-Score, P/E Ratio. A P/E of 77.8x leaves little room for execution misses. Debt-to-equity of 4.48 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMT profiles as a mature stock while SKYH is a growth play — different risk/reward profiles.

SKYH carries more volatility with a beta of 1.32 — expect wider price swings.

SKYH is growing revenue faster at 56.0% — sustainability is the question.

AMT generates stronger free cash flow (951M), providing more financial flexibility.

Bottom Line

AMT scores higher overall (72/100 vs 49/100), backed by strong 26.8% margins. Both earn "Strong Buy" and "Hold" 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.

Sky Harbour Group Corporation

REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA

Sky Harbor Group Corporation, an aviation infrastructure company, develops, leases and manages commercial aviation hangars at airports for commercial and private aircraft owners in the United States. The company is headquartered in White Plains, New York.

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