American Tower Corp (AMT)vsSun Communities Inc (SUI)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
SUI
Sun Communities Inc
$126.56
-1.36%
REAL ESTATE · Cap: $16.19B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 363% more annual revenue ($10.82B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 26.8%. AMT appears more attractively valued with a PEG of 1.97. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Margin of Safety
+45.2%
Fair Value
$233.39
Current Price
$126.56
$106.83 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
Keeps 60 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
ROE of 0.3% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Earnings declined 97.1%
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 : SUI
The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.7% and operating margin at 13.4%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SUI
The primary concerns for SUI are Return on Equity, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
SUI is growing revenue faster at 8.6% — 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 48/100), backed by strong 26.8% margins. SUI offers better value entry with a 45.2% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Sun Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Sun Communities Inc. (SUI) is a prominent real estate investment trust (REIT) specializing in the ownership, management, and development of manufactured housing and recreational vehicle (RV) communities throughout the United States and Ontario, Canada. With over 600 properties in its portfolio, the company focuses on generating dependable rental income while enhancing tenant satisfaction through strategic renovations and acquisitions. Sun Communities' dedication to sustainability and responsible land management not only underlines its commitment to long-term viability but also makes it an attractive investment for institutional investors seeking stability and growth potential in a dynamic housing landscape.
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