American Tower Corp (AMT)vsUBS Group AG (UBS)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $83.11B
UBS
UBS Group AG
$43.90
+2.76%
FINANCIAL SERVICES · Cap: $128.03B
Smart Verdict
WallStSmart Research — data-driven comparison
UBS Group AG generates 366% more annual revenue ($49.60B vs $10.64B). AMT leads profitability with a 23.8% profit margin vs 15.7%. UBS appears more attractively valued with a PEG of 0.49. UBS earns a higher WallStSmart Score of 77/100 (B+).
AMT
Buy62
out of 100
Grade: C+
UBS
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+16.2%
Fair Value
$215.34
Current Price
$178.19
$37.15 discount
Intrinsic value data unavailable for UBS.
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
Growing faster than its price suggests
Strong operational efficiency at 54.6%
Earnings expanding 58.0% YoY
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 22.8x book value
Earnings declined 33.2%
Negative free cash flow — burning cash
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 : UBS
The strongest argument for UBS centers on PEG Ratio, Operating Margin, EPS Growth. Profitability is solid with margins at 15.7% and operating margin at 54.6%. Revenue growth of 12.4% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : UBS
The primary concerns for UBS are Free Cash Flow.
Key Dynamics to Monitor
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
UBS is growing revenue faster at 12.4% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBS scores higher overall (77/100 vs 62/100), backed by strong 15.7% margins and 12.4% revenue growth. AMT offers better value entry with a 16.2% margin of safety. 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.
UBS Group AG
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.
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