American Tower Corp (AMT)vsUniti Group Inc (UNIT)
AMT
American Tower Corp
$167.27
-1.81%
REAL ESTATE · Cap: $78.31B
UNIT
Uniti Group Inc
$7.87
-0.25%
REAL ESTATE · Cap: $1.89B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 376% more annual revenue ($10.64B vs $2.23B). UNIT leads profitability with a 58.4% profit margin vs 23.8%. UNIT appears more attractively valued with a PEG of 0.29. UNIT earns a higher WallStSmart Score of 78/100 (B+).
AMT
Buy62
out of 100
Grade: C+
UNIT
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-391.5%
Fair Value
$36.72
Current Price
$167.27
$130.55 premium
Margin of Safety
+96.5%
Fair Value
$227.92
Current Price
$7.87
$220.05 discount
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
Attractively priced relative to earnings
Keeps 58 of every $100 in revenue as profit
Earnings expanding 60.5% YoY
Strong operational efficiency at 22.9%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 21.4x book value
Earnings declined 33.2%
2.1% revenue growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 : UNIT
The strongest argument for UNIT centers on PEG Ratio, P/E Ratio, Profit Margin. Profitability is solid with margins at 58.4% and operating margin at 22.9%. PEG of 0.29 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 : UNIT
The primary concerns for UNIT are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
AMT profiles as a mature stock while UNIT is a value play — different risk/reward profiles.
UNIT carries more volatility with a beta of 1.54 — expect wider price swings.
AMT is growing revenue faster at 7.5% — sustainability is the question.
AMT generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
UNIT scores higher overall (78/100 vs 62/100), backed by strong 58.4% 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.
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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