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AMT vs MDV

AMT
American Tower Corporation
BEARISH
Price
$175.30
Market Cap
$81.75B
Sector
Real Estate
AI Confidence
85%
MDV
Modiv Industrial, Inc.
BEARISH
Price
$16.01
Market Cap
$165.2M
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
AMT
32.46
MDV
--
Forward P/E
AMT
25.26
MDV
123.15
P/B Ratio
AMT
22.38
MDV
1.01
P/S Ratio
AMT
7.68
MDV
3.5
EV/EBITDA
AMT
19.09
MDV
13.16

Profitability

Gross Margin
AMT
74.18%
MDV
92.66%
Operating Margin
AMT
44.94%
MDV
41.5%
Profit Margin
AMT
23.76%
MDV
2.27%
ROE
AMT
26.28%
MDV
0.27%
ROA
AMT
4.9%
MDV
2.55%

Growth

Revenue Growth
AMT
7.5%
MDV
-4.1%
Earnings Growth
AMT
-33.2%
MDV
-78.5%

Financial Health

Debt/Equity
AMT
4.34
MDV
1.29
Current Ratio
AMT
0.4
MDV
9.32
Quick Ratio
AMT
0.34
MDV
8.26

Dividends

Dividend Yield
AMT
3.93%
MDV
7.5%
Payout Ratio
AMT
125.93%
MDV
459.98%

AI Verdict

AMT BEARISH

AMT exhibits significant fundamental instability, evidenced by a mediocre Piotroski F-Score of 4/9 and a critical disconnect between its current price ($175.30) and its Graham Number ($30.85). The company is facing a severe earnings contraction (-33.2% YoY) and maintains an unsustainable dividend payout ratio of 125.93%. High leverage (Debt/Equity 4.34) combined with poor short-term liquidity (Current Ratio 0.40) suggests elevated financial risk. Despite bullish analyst targets, the deterministic data indicates a heavily overvalued asset with deteriorating health.

Strengths
Strong gross margins (74.18%) and operating margins (44.94%)
Consistent revenue growth (7.5% YoY)
High Return on Equity (26.28%)
Risks
Unsustainable dividend payout ratio (125.93%)
Severe short-term liquidity risk (Current Ratio 0.40)
High leverage with Debt/Equity at 4.34
MDV BEARISH

MDV exhibits severe financial fragility, anchored by a weak Piotroski F-Score of 2/9 and a catastrophic dividend payout ratio of 459.98%. While the company maintains high short-term liquidity (Current Ratio 9.32), this is offset by crashing earnings growth (-78.50% YoY) and a consistent failure to meet analyst expectations (0/4 beats in the last year). The stock appears to be a value trap, trading near book value (P/B 1.01) but lacking the fundamental growth or profitability to sustain its current dividend or price level.

Strengths
Exceptionally high current ratio (9.32) indicating strong short-term liquidity
Strong operating margins (41.50%) suggesting efficient core property management
Price/Book ratio of 1.01 indicates the stock is not trading at a significant premium to assets
Risks
Unsustainable dividend payout ratio (459.98%) suggesting a high probability of a dividend cut
Severe earnings contraction with YoY growth at -78.50%
Weak Piotroski F-Score (2/9) signaling deteriorating fundamental health

Compare Another Pair

AMT vs MDV: Head-to-Head Comparison

This page compares American Tower Corporation (AMT) and Modiv Industrial, Inc. (MDV) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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