American Tower Corp (AMT)vsWestern Digital Corporation (WDC)
AMT
American Tower Corp
$182.71
+2.54%
REAL ESTATE · Cap: $85.12B
WDC
Western Digital Corporation
$434.52
+5.27%
TECHNOLOGY · Cap: $148.56B
Smart Verdict
WallStSmart Research — data-driven comparison
American Tower Corp generates 1% more annual revenue ($10.82B vs $10.73B). WDC leads profitability with a 35.6% profit margin vs 26.8%. WDC appears more attractively valued with a PEG of 0.83. WDC earns a higher WallStSmart Score of 77/100 (B+).
AMT
Strong Buy72
out of 100
Grade: B
WDC
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$182.71
$36.39 discount
Intrinsic value data unavailable for WDC.
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
Every $100 of equity generates 41 in profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 31.9%
Earnings expanding 189.6% YoY
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 24.2x book value
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 20.8x book value
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 : WDC
The strongest argument for WDC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 35.6% and operating margin at 31.9%. Revenue growth of 25.2% demonstrates continued momentum.
Bear Case : AMT
The primary concerns for AMT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : WDC
The primary concerns for WDC are P/E Ratio, Price/Book. A P/E of 41.1x leaves little room for execution misses.
Key Dynamics to Monitor
AMT profiles as a mature stock while WDC is a growth play — different risk/reward profiles.
WDC carries more volatility with a beta of 1.83 — expect wider price swings.
WDC is growing revenue faster at 25.2% — sustainability is the question.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
WDC scores higher overall (77/100 vs 72/100), backed by strong 35.6% margins and 25.2% revenue growth. AMT offers better value entry with a 17.6% margin of safety. 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.
Western Digital Corporation
TECHNOLOGY · COMPUTER HARDWARE · USA
Western Digital Corporation (WDC, commonly known as Western Digital or WD) is an American computer hard disk drive manufacturer and data storage company, headquartered in San Jose, California. It designs, manufactures and sells data technology products, including storage devices, data center systems and cloud storage services.
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