American Tower Corp (AMT)vsSouthern Company (The) Series 2 (SOJE)
AMT
American Tower Corp
$181.61
-0.60%
REAL ESTATE · Cap: $85.12B
SOJE
Southern Company (The) Series 2
$17.32
+0.17%
NONE · Cap: $65.72B
Smart Verdict
WallStSmart Research — data-driven comparison
AMT leads profitability with a 26.8% profit margin vs 0.0%. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
SOJE
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$218.89
Current Price
$181.61
$37.28 discount
Intrinsic value data unavailable for SOJE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 45.3%
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
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.0x book value
Distress zone — elevated risk
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
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 45.3%.
Bull Case : SOJE
The strongest argument for SOJE centers on Market Cap.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SOJE
The primary concerns for SOJE are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
AMT profiles as a mature stock while SOJE is a value play — different risk/reward profiles.
AMT is growing revenue faster at 6.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (72/100 vs 25/100), backed by strong 26.8% margins. Both earn "Strong Buy" and "Avoid" 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.
Southern Company (The) Series 2
NONE · NONE · USA
Southern Company Series 2 is a prominent entity in the utility sector, specializing in the provision of reliable and sustainable energy solutions primarily across the Southeastern United States. As a subsidiary of the larger Southern Company, it benefits from a solid financial footing and a diversified energy mix that includes natural gas, nuclear, and renewable resources. The company's forward-thinking approach to innovation and dedication to environmental stewardship positions it strategically for the ongoing energy transition, thus appealing to institutional investors. Additionally, its strong regulatory framework and commitment to enhancing energy infrastructure further equip Southern Company Series 2 to navigate the evolving challenges of the energy market effectively.
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