American Tower Corp (AMT)vsStarwood Property Trust Inc (STWD)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
STWD
Starwood Property Trust Inc
$18.05
-1.80%
REAL ESTATE · Cap: $6.86B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1875% more annual revenue ($10.82B vs $547.93M). STWD leads profitability with a 75.1% profit margin vs 26.8%. STWD appears more attractively valued with a PEG of 1.74. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
STWD
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$178.19
$40.91 discount
Margin of Safety
+84.3%
Fair Value
$115.31
Current Price
$18.05
$97.26 discount
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
Reasonable price relative to book value
Keeps 75 of every $100 in revenue as profit
Revenue surging 62.6% year-over-year
Earnings expanding 78.0% YoY
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
Expensive relative to growth rate
ROE of 6.0% — below average capital efficiency
Distress zone — elevated risk
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 : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin, Revenue Growth. Profitability is solid with margins at 75.1% and operating margin at 11.2%. Revenue growth of 62.6% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : STWD
The primary concerns for STWD are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
AMT profiles as a mature stock while STWD is a growth play — different risk/reward profiles.
STWD carries more volatility with a beta of 1.09 — expect wider price swings.
STWD is growing revenue faster at 62.6% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 67/100), backed by strong 26.8% margins. STWD offers better value entry with a 84.3% margin of safety. Both earn "Strong Buy" and "Strong 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.
Starwood Property Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Starwood Property Trust, Inc. is a real estate investment trust (REIT) in the United States and Europe. The company is headquartered in Greenwich, Connecticut.
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