American Tower Corp (AMT)vsStratus Properties Inc (STRS)
AMT
American Tower Corp
$167.27
-1.81%
REAL ESTATE · Cap: $78.31B
STRS
Stratus Properties Inc
$30.10
+3.58%
REAL ESTATE · Cap: $151.18M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 33256% more annual revenue ($10.64B vs $31.91M). AMT leads profitability with a 23.8% profit margin vs -25.4%. STRS appears more attractively valued with a PEG of 1.19. AMT earns a higher WallStSmart Score of 62/100 (C+).
AMT
Buy62
out of 100
Grade: C+
STRS
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-391.5%
Fair Value
$36.72
Current Price
$167.27
$130.55 premium
Intrinsic value data unavailable for STRS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.9%
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 33.2%
Smaller company, higher risk/reward
ROE of -4.9% — below average capital efficiency
Revenue declined 44.1%
Earnings declined 74.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 23.8% and operating margin at 44.9%.
Bull Case : STRS
The strongest argument for STRS centers on Price/Book. PEG of 1.19 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.
Bear Case : STRS
The primary concerns for STRS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while STRS is a turnaround play — different risk/reward profiles.
STRS carries more volatility with a beta of 1.42 — expect wider price swings.
AMT is growing revenue faster at 7.5% — sustainability is the question.
AMT generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (62/100 vs 31/100), backed by strong 23.8% margins. Both earn "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.
Stratus Properties Inc
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Stratus Properties Inc., a real estate company, engages in the acquisition, licensing, development, management and sale of commercial residential and multi-family and single-family real estate primarily in Texas. The company is headquartered in Austin, Texas.
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