CHARGED ALPHA
Stock Analysis
AMT Real Estate

American Tower Corp.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Library coverage

Episodes tracked
1
Episodes linked
0
Latest video
Pending
Podcast available
No
Current price
$187.18
-2.88 (-1.52%)
Trailing / Forward P/E
30.19x
Forward: 27.10x
Market cap / Volume
Volume:
Revenue / Earnings Growth
6.8%
Earnings: 76.9%
Margins
45.9% op
Gross: 74.0% · Net: 26.8%
Balance sheet
0.30x current
Debt / Equity: 444.6
52-week range / Beta
$165.08 - $234.33
Beta: 0.89
Analyst target
$216.14
Upside: 15.5%
Cash / shareholder return
5.29% FCF yield
Dividend yield: 3.67%

Company context

Industry: REIT - Specialty
Country: United States
Employees:
Price to book: 24.76x
Return on equity: 30.0%
American Tower Corporation is one of the largest global real estate investment trusts. It is a leading independent owner, operator and developer of multitenant communications real estate. The Company's primary business is the leasing of space on communications sites to wireless service providers, radio and television broadcast companies, wireless data providers, government agencies and municipalities and tenants in a few other industries. The Company refers to this business, inclusive of its data center business discussed below, as its property operations. Additionally, the Company offers tower-related services in the United States, which the Company refers to as its services operations. These services include site application, zoning and permitting, structural and mount analyses, and construction management services, together with program management offerings that support customer deployment needs from project scoping through construction. The Company's services operations primarily support the Company's site leasing business, including through the addition of new tenants and equipment on its sites. The Company's customers include its tenants, licensees and other payers. American Tower Corporation was incorporated in 1995 in Delaware and is based in Massachusetts, Boston.

Price chart

Market context for AMT

Competitive view

AMT vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

American Tower Corp.
AMT
Latest video
YouTube link pending
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Prologis Inc latest YouTube video thumbnail YouTube
Prologis Inc
PLD
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
WELL latest YouTube video thumbnail YouTube
WELL
WELL
Latest video
Q4 2025
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
AMT
$87.21B
American Tower Corp.
PLD
$138.68B
Prologis Inc
WELL
$151.23B
WELL
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
AMT
30.2x
American Tower Corp.
PLD
37.3x
Prologis Inc
WELL
103.0x
WELL
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
AMT
27.1x
American Tower Corp.
PLD
44.4x
Prologis Inc
WELL
63.8x
WELL
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
AMT
6.8%
American Tower Corp.
PLD
8.3%
Prologis Inc
WELL
38.3%
WELL
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
AMT
76.9%
American Tower Corp.
PLD
65.2%
Prologis Inc
WELL
157.9%
WELL
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
AMT
45.9%
American Tower Corp.
PLD
38.5%
Prologis Inc
WELL
18.0%
WELL
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
AMT
74.0%
American Tower Corp.
PLD
75.6%
Prologis Inc
WELL
39.9%
WELL
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
AMT
26.8%
American Tower Corp.
PLD
39.6%
Prologis Inc
WELL
12.0%
WELL
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
AMT
30.0%
American Tower Corp.
PLD
6.8%
Prologis Inc
WELL
3.7%
WELL
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
AMT
5.3%
American Tower Corp.
PLD
3.5%
Prologis Inc
WELL
1.7%
WELL
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
AMT
444.55x
American Tower Corp.
PLD
60.93x
Prologis Inc
WELL
44.49x
WELL
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
AMT
0.30x
American Tower Corp.
PLD
0.53x
Prologis Inc
WELL
1.65x
WELL
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
AMT
0.89
American Tower Corp.
PLD
1.33
Prologis Inc
WELL
0.78
WELL
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
AMT
3.7%
American Tower Corp.
PLD
2.8%
Prologis Inc
WELL
1.4%
WELL
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
AMT
15.5%
American Tower Corp.
PLD
2.4%
Prologis Inc
WELL
10.5%
WELL

Episode timeline

Episode archive for AMT

Each row is one earnings episode with every verified platform link available.

Q1 2026
Episode pending
Pending link pending
AMT Q1 2026 earnings analysis
Quarterly earnings-analysis entry for American Tower Corp.. Use the links on the right to open the video or podcast episode.
No verified episode link yet