American Tower Corp (AMT)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
AMT
American Tower Corp
$175.70
-0.30%
REAL ESTATE · Cap: $82.12B
TBB
AT&T Inc. 5.35% GLB NTS 66
$19.31
-0.41%
REAL ESTATE · Cap: $132.56B
Smart Verdict
WallStSmart Research — data-driven comparison
AMT leads profitability with a 31.1% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
TBB
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.4%
Fair Value
$194.83
Current Price
$175.70
$19.13 discount
Intrinsic value data unavailable for TBB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 91 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 45.4%
Earnings expanding 138.5% YoY
Large-cap with strong market position
Generating 1.2B in free cash flow
Attractively priced relative to earnings
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
4.7% revenue growth
Trading at 22.0x book value
Distress zone — elevated risk
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 45.4%.
Bull Case : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, Revenue Growth, Price/Book. Debt-to-equity of 12.09 is elevated, increasing financial risk.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
AMT is growing revenue faster at 4.7% — sustainability is the question.
TBB generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMT scores higher overall (70/100 vs 25/100), backed by strong 31.1% margins. Both earn "Strong 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.
AT&T Inc. 5.35% GLB NTS 66
REAL ESTATE · REIT - RESIDENTIAL · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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