American Tower Corp (AMT)vsT-Mobile US Inc (TMUS)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
TMUS
T-Mobile US Inc
$195.50
-1.35%
COMMUNICATION SERVICES · Cap: $211.57B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 737% more annual revenue ($90.53B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 11.7%. TMUS appears more attractively valued with a PEG of 0.78. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
TMUS
Buy62
out of 100
Grade: C+
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
-65.6%
Fair Value
$134.07
Current Price
$195.50
$61.43 premium
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
Mega-cap, among the largest globally
Growing faster than its price suggests
Strong operational efficiency at 21.5%
Generating 4.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Elevated debt levels
Earnings declined 12.0%
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 : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Operating Margin. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TMUS
The primary concerns for TMUS are Debt/Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
AMT profiles as a mature stock while TMUS is a value play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
TMUS is growing revenue faster at 10.6% — sustainability is the question.
TMUS generates stronger free cash flow (4.2B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 62/100), backed by strong 26.8% margins. Both earn "Strong Buy" and "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.
T-Mobile US Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.
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