American Tower Corp (AMT)vsSeritage Growth Properties (SRG)
AMT
American Tower Corp
$169.55
+0.26%
REAL ESTATE · Cap: $81.66B
SRG
Seritage Growth Properties
$2.40
-0.41%
REAL ESTATE · Cap: $137.43M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 70277% more annual revenue ($10.94B vs $15.55M). AMT leads profitability with a 31.1% profit margin vs 0.0%. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
SRG
Avoid24
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.5%
Fair Value
$195.08
Current Price
$169.55
$25.53 discount
Margin of Safety
-54.3%
Fair Value
$1.97
Current Price
$2.40
$0.43 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Earnings expanding 138.5% YoY
Large-cap with strong market position
Generating 1.2B in free cash flow
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.7% revenue growth
Trading at 21.2x book value
Smaller company, higher risk/reward
0.0% margin — thin
ROE of -25.9% — below average capital efficiency
Revenue declined 98.4%
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 31.1% and operating margin at 45.4%.
Bull Case : SRG
The strongest argument for SRG centers on Price/Book, Debt/Equity.
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 : SRG
The primary concerns for SRG are Market Cap, Profit Margin, Return on Equity.
Key Dynamics to Monitor
SRG carries more volatility with a beta of 2.22 — expect wider price swings.
AMT is growing revenue faster at 4.7% — sustainability is the question.
AMT generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (70/100 vs 24/100), backed by strong 31.1% 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.
Seritage Growth Properties
REAL ESTATE · REAL ESTATE SERVICES · USA
Seritage Growth Properties is a publicly traded, self-managed and self-managed REIT with 166 wholly owned properties and 29 unconsolidated properties totaling approximately 30.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?