American Tower Corp (AMT)vsSun Communities Inc (SUI)
AMT
American Tower Corp
$179.26
+4.52%
REAL ESTATE · Cap: $77.37B
SUI
Sun Communities Inc
$127.94
+3.10%
REAL ESTATE · Cap: $15.53B
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 1.71. 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
+6.6%
Fair Value
$193.16
Current Price
$179.26
$13.90 discount
Margin of Safety
+38.9%
Fair Value
$209.27
Current Price
$127.94
$81.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 in profit
Strong operational efficiency at 45.9%
Earnings expanding 76.9% YoY
Large-cap with strong market position
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 23.7x book value
Distress zone — elevated risk
Expensive relative to growth rate
ROE of -15.7% — below average capital efficiency
Earnings declined 97.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.
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. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.91 — 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 38.9% 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 acquiring, developing, and managing a diverse array of manufactured housing and recreational vehicle (RV) communities throughout the U.S. and Canada. With a robust portfolio of over 600 properties, the company emphasizes long-term value creation by generating consistent rental income and enhancing tenant experiences. Sun Communities is dedicated to sustainability and responsible land use, positioning itself as a strong contender in the burgeoning affordable housing market, appealing to institutional investors looking for stability and growth in their portfolios.
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