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AMT vs SBAC

AMT
American Tower Corporation
NEUTRAL
Price
$171.78
Market Cap
$80.42B
Sector
Real Estate
AI Confidence
85%
SBAC
SBA Communications Corporation
BULLISH
Price
$223.14
Market Cap
$23.67B
Sector
Real Estate
AI Confidence
75%

Valuation

P/E Ratio
AMT
31.81
SBAC
22.77
Forward P/E
AMT
24.78
SBAC
27.97
P/B Ratio
AMT
21.93
SBAC
-4.86
P/S Ratio
AMT
7.56
SBAC
8.41
EV/EBITDA
AMT
18.91
SBAC
21.4

Profitability

Gross Margin
AMT
74.18%
SBAC
74.48%
Operating Margin
AMT
44.94%
SBAC
52.44%
Profit Margin
AMT
23.76%
SBAC
37.43%
ROE
AMT
26.28%
SBAC
--
ROA
AMT
4.9%
SBAC
8.25%

Growth

Revenue Growth
AMT
7.5%
SBAC
3.7%
Earnings Growth
AMT
-33.2%
SBAC
115.6%

Financial Health

Debt/Equity
AMT
4.34
SBAC
--
Current Ratio
AMT
0.4
SBAC
0.29
Quick Ratio
AMT
0.34
SBAC
0.17

Dividends

Dividend Yield
AMT
3.99%
SBAC
2.24%
Payout Ratio
AMT
125.93%
SBAC
45.31%

AI Verdict

AMT NEUTRAL

AMT shows neutral fundamentals based on deterministic rules. Financial strength is stable (F-Score 4/9). Mixed signals with both opportunities and risks present.

Strengths
Strong profitability (23.8% margin)
Strong ROE of 26.3%
Risks
High valuation with P/E of 31.8
Premium vs Graham Number ($30.85)
High debt burden with D/E of 4.34
SBAC BULLISH

SBAC exhibits strong operational health with a Piotroski F-Score of 8/9, indicating robust financial fundamentals despite a lack of Altman Z-Score data. The stock is currently trading at a significant discount to its growth-based intrinsic value of $289.1, providing a substantial margin of safety. While liquidity ratios are alarmingly low (Current Ratio 0.29), this is common in the REIT sector; however, the combination of high operating margins (52.44%) and a sustainable dividend payout supports a positive outlook. The bullish assessment is further reinforced by a strong analyst consensus and recent short-term price momentum.

Strengths
Strong operational health (Piotroski F-Score 8/9)
Exceptional profitability with 52.44% operating margins
Significant upside potential relative to intrinsic value ($289.1)
Risks
Severe liquidity risk indicated by a Current Ratio of 0.29 and Quick Ratio of 0.17
High PEG ratio (4.99) suggests the stock may be overvalued relative to its actual growth rate
Stagnant revenue growth (3.70% YoY) compared to explosive earnings growth

Compare Another Pair

AMT vs SBAC: Head-to-Head Comparison

This page compares American Tower Corporation (AMT) and SBA Communications Corporation (SBAC) 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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