American Tower Corp (AMT)vsUnitedHealth Group Incorporated (UNH)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
UNH
UnitedHealth Group Incorporated
$370.48
-0.07%
HEALTHCARE · Cap: $336.47B
Smart Verdict
WallStSmart Research — data-driven comparison
UnitedHealth Group Incorporated generates 4057% more annual revenue ($449.71B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 2.7%. UNH appears more attractively valued with a PEG of 1.29. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
UNH
Buy54
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
+42.1%
Fair Value
$639.74
Current Price
$370.48
$269.26 discount
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
Generating 8.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Moderate valuation
2.0% revenue growth
0.7% earnings growth
2.7% margin — thin
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 : UNH
The strongest argument for UNH centers on Market Cap, Free Cash Flow. PEG of 1.29 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 : UNH
The primary concerns for UNH are P/E Ratio, Revenue Growth, EPS Growth. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
AMT profiles as a mature stock while UNH is a value play — different risk/reward profiles.
AMT carries more volatility with a beta of 0.93 — expect wider price swings.
AMT is growing revenue faster at 6.8% — sustainability is the question.
UNH generates stronger free cash flow (8.1B), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 54/100), backed by strong 26.8% margins. UNH offers better value entry with a 42.1% 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.
UnitedHealth Group Incorporated
HEALTHCARE · HEALTHCARE PLANS · USA
UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.
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