American Tower Corp (AMT)vsTesla Inc (TSLA)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $83.11B
TSLA
Tesla Inc
$372.80
+2.37%
CONSUMER CYCLICAL · Cap: $1.41T
Smart Verdict
WallStSmart Research — data-driven comparison
Tesla Inc generates 820% more annual revenue ($97.88B vs $10.64B). AMT leads profitability with a 23.8% profit margin vs 4.0%. AMT appears more attractively valued with a PEG of 1.97. AMT earns a higher WallStSmart Score of 62/100 (C+).
AMT
Buy62
out of 100
Grade: C+
TSLA
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.2%
Fair Value
$215.34
Current Price
$178.19
$37.15 discount
Margin of Safety
-43.1%
Fair Value
$260.51
Current Price
$372.80
$112.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 44.9%
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Keeps 24 of every $100 in revenue as profit
Mega-cap, among the largest globally
Conservative balance sheet, low leverage
15.8% revenue growth
Generating 1.4B in free cash flow
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.8x book value
Earnings declined 33.2%
Trading at 17.0x book value
ROE of 4.9% — below average capital efficiency
4.0% margin — thin
Operating margin of 4.2%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMT
The strongest argument for AMT centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 23.8% and operating margin at 44.9%.
Bull Case : TSLA
The strongest argument for TSLA centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TSLA
The primary concerns for TSLA are Price/Book, Return on Equity, Profit Margin. A P/E of 345.2x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMT profiles as a mature stock while TSLA is a growth play — different risk/reward profiles.
TSLA carries more volatility with a beta of 1.92 — expect wider price swings.
TSLA is growing revenue faster at 15.8% — sustainability is the question.
TSLA generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (62/100 vs 33/100), backed by strong 23.8% margins. Both earn "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.
Tesla Inc
CONSUMER CYCLICAL · AUTO MANUFACTURERS · USA
Tesla, Inc. is an American electric vehicle and clean energy company based in Palo Alto, California. Tesla's current products include electric cars, battery energy storage from home to grid-scale, solar panels and solar roof tiles, as well as other related products and services. In 2020, Tesla had the highest sales in the plug-in and battery electric passenger car segments, capturing 16% of the plug-in market (which includes plug-in hybrids) and 23% of the battery-electric (purely electric) market. Through its subsidiary Tesla Energy, the company develops and is a major installer of solar photovoltaic energy generation systems in the United States. Tesla Energy is also one of the largest global suppliers of battery energy storage systems, with 3 GWh of battery storage supplied in 2020.
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