American Tower Corp (AMT)vsWoodside Energy Group Ltd (WDS)
AMT
American Tower Corp
$178.19
-0.12%
REAL ESTATE · Cap: $85.12B
WDS
Woodside Energy Group Ltd
$24.00
+3.18%
ENERGY · Cap: $43.23B
Smart Verdict
WallStSmart Research — data-driven comparison
Woodside Energy Group Ltd generates 20% more annual revenue ($12.98B vs $10.82B). AMT leads profitability with a 26.8% profit margin vs 20.9%. WDS appears more attractively valued with a PEG of 1.33. AMT earns a higher WallStSmart Score of 72/100 (B).
AMT
Strong Buy72
out of 100
Grade: B
WDS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+17.6%
Fair Value
$219.10
Current Price
$178.19
$40.91 discount
Margin of Safety
+31.7%
Fair Value
$27.46
Current Price
$24.00
$3.46 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
Reasonable price relative to book value
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 23.6x book value
Distress zone — elevated risk
ROE of 7.2% — below average capital efficiency
Weak financial health signals
Revenue declined 11.1%
Earnings declined 14.4%
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 : WDS
The strongest argument for WDS centers on Price/Book, Profit Margin, P/E Ratio. Profitability is solid with margins at 20.9% and operating margin at 19.1%. PEG of 1.33 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 : WDS
The primary concerns for WDS are Return on Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
AMT profiles as a mature stock while WDS is a declining 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.
AMT generates stronger free cash flow (951M), providing more financial flexibility.
Bottom Line
AMT scores higher overall (72/100 vs 53/100), backed by strong 26.8% margins. WDS offers better value entry with a 31.7% 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.
Woodside Energy Group Ltd
ENERGY · OIL & GAS E&P · USA
Woodside Energy Group Ltd is engaged in the exploration, evaluation, development, production, marketing and sale of hydrocarbons in Oceania, Asia, Canada, Africa and internationally. The company is headquartered in Perth, Australia.
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