WallStSmart

American Tower Corp (AMT)vsUniti Group Inc (UNIT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

American Tower Corp generates 269% more annual revenue ($10.82B vs $2.93B). UNIT leads profitability with a 41.7% profit margin vs 26.8%. UNIT appears more attractively valued with a PEG of 0.29. AMT earns a higher WallStSmart Score of 72/100 (B).

AMT

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 9.0Value: 5.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.36

UNIT

Strong Buy

70

out of 100

Grade: B

Growth: 10.0Profit: 6.5Value: 8.3Quality: 3.5
Piotroski: 3/9Altman Z: 0.03
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AMTUndervalued (+7.0%)

Margin of Safety

+7.0%

Fair Value

$194.13

Current Price

$194.12

$0.01 discount

UndervaluedFair: $194.13Overvalued

Intrinsic value data unavailable for UNIT.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AMT5 strengths · Avg: 9.6/10
Return on EquityProfitability
78.8%10/10

Every $100 of equity generates 79 in profit

Operating MarginProfitability
45.9%10/10

Strong operational efficiency at 45.9%

EPS GrowthGrowth
76.9%10/10

Earnings expanding 76.9% YoY

Market CapQuality
$86.44B9/10

Large-cap with strong market position

Profit MarginProfitability
26.8%9/10

Keeps 27 of every $100 in revenue as profit

UNIT5 strengths · Avg: 10.0/10
PEG RatioValuation
0.2910/10

Growing faster than its price suggests

P/E RatioValuation
2.8x10/10

Attractively priced relative to earnings

Profit MarginProfitability
41.7%10/10

Keeps 42 of every $100 in revenue as profit

Revenue GrowthGrowth
236.0%10/10

Revenue surging 236.0% year-over-year

EPS GrowthGrowth
6053.0%10/10

Earnings expanding 6053.0% YoY

Areas to Watch

AMT4 concerns · Avg: 3.0/10
PEG RatioValuation
1.974/10

Expensive relative to growth rate

P/E RatioValuation
29.9x4/10

Moderate valuation

Price/BookValuation
25.7x2/10

Trading at 25.7x book value

Altman Z-ScoreHealth
0.362/10

Distress zone — elevated risk

UNIT4 concerns · Avg: 2.5/10
Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-110.90M2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.032/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : AMT

The strongest argument for AMT centers on Return on Equity, Operating Margin, EPS Growth. Profitability is solid with margins at 26.8% and operating margin at 45.9%.

Bull Case : UNIT

The strongest argument for UNIT centers on PEG Ratio, P/E Ratio, Profit Margin. Profitability is solid with margins at 41.7% and operating margin at 13.9%. Revenue growth of 236.0% demonstrates continued momentum.

Bear Case : AMT

The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 12.36 is elevated, increasing financial risk.

Bear Case : UNIT

The primary concerns for UNIT are Return on Equity, Piotroski F-Score, Free Cash Flow. Debt-to-equity of 34.75 is elevated, increasing financial risk.

Key Dynamics to Monitor

AMT profiles as a mature stock while UNIT is a growth play — different risk/reward profiles.

UNIT carries more volatility with a beta of 1.42 — expect wider price swings.

UNIT is growing revenue faster at 236.0% — sustainability is the question.

AMT generates stronger free cash flow (951M), providing more financial flexibility.

Bottom Line

AMT scores higher overall (72/100 vs 70/100), backed by strong 26.8% margins. 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.

Uniti Group Inc

REAL ESTATE · REIT - SPECIALTY · USA

Uniti, an internally managed real estate investment trust, is dedicated to the acquisition and construction of mission-critical communications infrastructure and is a leading provider of wireless infrastructure solutions for the communications industry.

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