American Tower Corp (AMT)vsService Properties Trust (SVC)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
SVC
Service Properties Trust
$1.55
+3.33%
REAL ESTATE · Cap: $994.19M
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 496% more annual revenue ($10.82B vs $1.81B). AMT leads profitability with a 26.8% profit margin vs -11.2%. 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
SVC
Hold37
out of 100
Grade: F
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
+77.8%
Fair Value
$10.36
Current Price
$1.55
$8.81 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
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of -27.0% — below average capital efficiency
Revenue declined 12.9%
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 : SVC
The strongest argument for SVC centers on Price/Book.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SVC
The primary concerns for SVC are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
AMT profiles as a mature stock while SVC is a turnaround play — different risk/reward profiles.
SVC carries more volatility with a beta of 1.58 — expect wider price swings.
AMT is growing revenue faster at 6.8% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 37/100), backed by strong 26.8% margins. SVC offers better value entry with a 77.8% 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.
Service Properties Trust
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Service Properties Trust is a real estate investment trust, or REIT, that owns a diverse portfolio of hotel and net-leasing services and need-based retail properties in the United States and in Puerto Rico and Canada with 149 different brands across 23 industries. The company is headquartered in Newton, Massachusetts.
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