American Tower Corp (AMT)vsUrban Edge Properties (UE)
AMT
American Tower Corp
$172.54
+0.78%
REAL ESTATE · Cap: $81.66B
UE
Urban Edge Properties
$21.63
+0.42%
REAL ESTATE · Cap: $3.01B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 2188% more annual revenue ($10.94B vs $478.29M). AMT leads profitability with a 31.1% profit margin vs 22.6%. AMT appears more attractively valued with a PEG of 1.62. AMT earns a higher WallStSmart Score of 70/100 (B-).
AMT
Strong Buy70
out of 100
Grade: B-
UE
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+7.6%
Fair Value
$195.31
Current Price
$172.54
$22.77 discount
Intrinsic value data unavailable for UE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 79 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
Strong operational efficiency at 34.1%
Earnings expanding 175.5% YoY
Keeps 23 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
4.7% revenue growth
Trading at 21.6x book value
Moderate valuation
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
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 : UE
The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Revenue Growth. Debt-to-equity of 12.36 is elevated, increasing financial risk.
Bear Case : UE
The primary concerns for UE are P/E Ratio, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
AMT profiles as a value stock while UE is a mature play — different risk/reward profiles.
UE carries more volatility with a beta of 1.00 — expect wider price swings.
UE is growing revenue faster at 5.4% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (70/100 vs 64/100), backed by strong 31.1% 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.
Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
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