American Tower Corp (AMT)vsTexas Instruments Incorporated (TXN)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
TXN
Texas Instruments Incorporated
$269.22
+4.41%
TECHNOLOGY · Cap: $245.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Texas Instruments Incorporated generates 70% more annual revenue ($18.44B vs $10.82B). TXN leads profitability with a 29.1% profit margin vs 26.8%. TXN appears more attractively valued with a PEG of 1.47. TXN earns a higher WallStSmart Score of 74/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
TXN
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$178.19
$40.91 discount
Intrinsic value data unavailable for TXN.
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
Every $100 of equity generates 32 in profit
Strong operational efficiency at 37.8%
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
18.6% revenue growth
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
Trading at 14.6x book value
Premium valuation, high expectations priced in
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 : TXN
The strongest argument for TXN centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 37.8%. Revenue growth of 18.6% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : TXN
The primary concerns for TXN are Price/Book, P/E Ratio. A P/E of 46.1x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while TXN is a growth play — different risk/reward profiles.
TXN carries more volatility with a beta of 0.99 — expect wider price swings.
TXN is growing revenue faster at 18.6% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
TXN scores higher overall (74/100 vs 72/100), backed by strong 29.1% margins and 18.6% revenue growth. AMT offers better value entry with a 17.6% margin of safety. Both earn "Strong Buy" and "Strong 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.
Texas Instruments Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Texas Instruments Incorporated (TI) is an American technology company headquartered in Dallas, Texas, that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally. It is one of the top 10 semiconductor companies worldwide based on sales volume.
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