American Tower Corp (AMT)vsSimon Property Group Inc (SPG)
AMT
American Tower Corp
$187.29
-0.54%
REAL ESTATE · Cap: $87.09B
SPG
Simon Property Group Inc
$222.08
+0.16%
REAL ESTATE · Cap: $82.66B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 59% more annual revenue ($11.01B vs $6.94B). SPG leads profitability with a 66.6% profit margin vs 30.1%. AMT appears more attractively valued with a PEG of 1.84. AMT earns a higher WallStSmart Score of 60/100 (C).
AMT
Buy60
out of 100
Grade: C
SPG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.8%
Fair Value
$195.80
Current Price
$187.29
$8.51 discount
Margin of Safety
-20.1%
Fair Value
$162.10
Current Price
$222.08
$59.98 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 45.6%
Large-cap with strong market position
Generating 1.2B in free cash flow
Every $100 of equity generates 104 in profit
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Attractively priced relative to earnings
19.5% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
2.5% revenue growth
Weak financial health signals
Trading at 16.4x book value
Expensive relative to growth rate
Earnings declined 12.5%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 30.1% and operating margin at 45.6%.
Bull Case : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 66.6% and operating margin at 46.0%. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.09 is elevated, increasing financial risk.
Bear Case : SPG
The primary concerns for SPG are Price/Book, PEG Ratio, EPS Growth. Debt-to-equity of 6.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a value stock while SPG is a growth play — different risk/reward profiles.
SPG carries more volatility with a beta of 1.33 — expect wider price swings.
SPG is growing revenue faster at 19.5% — sustainability is the question.
AMT generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (60/100 vs 57/100), backed by strong 30.1% margins. 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.
Simon Property Group Inc
REAL ESTATE · REIT - RETAIL · USA
Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.
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