Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
AMT
HoldAmerican Tower Corporation · Real Estate · United States · $82.1B · Avg Vol: $460M/d
COMPANY DESCRIPTION
American Tower Corporation is a leading global real estate investment trust (REIT) that owns, operates, and develops wireless communications infrastructure, including cell towers and distributed antenna systems. The company possesses an immense competitive moat due to its vast portfolio of strategically located sites, which are essential for wireless carriers and characterized by high barriers to entry. It is a critical enabler of mobile connectivity worldwide, benefiting from the sustained growth of mobile data and 5G deployment.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 9.6B | 10.0B | 10.1B | 10.6B | 3.3% | 10.9B | 11.0B | 11.4B | 3.4% |
| EPS | 3.83 | 3.18 | 4.83 | 5.41 | 12.2% | 7.27 | 7.00 | 7.02 | 13.9% |
| Shares | 465.6M | 466.3M | 467.4M | 466.3M | +0.2% | 466.0M | — | — | — |
| Debt | 47.1B | 46.3B | 44.0B | 45.0B | -1.5% | 45.0B | — | — | — |
| Equity | 5.6B | 4.2B | 3.4B | 3.7B | -13.1% | — | — | — | — |
| Op CF | 3.7B | 4.7B | 5.3B | 5.5B | 13.9% | 5.8B | — | — | — |
| Inv CF | -2.4B | -1.7B | 410.6M | -1.9B | — | — | — | — | — |
| Fin CF | -1.4B | -3.1B | -5.5B | -4.2B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of AMT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| AMT | American Tower Corporation(you) | $82.1B | 59 | Hold |
| DLR | Digital Realty Trust, Inc. | $70.0B | 43 | Hold |
| EQIX | Equinix, Inc. | $103.1B | 41 | Hold |
| SBAC | SBA Communications Corporation | $20.3B | 60 | Hold |
| IRM | Iron Mountain Incorporated | $35.0B | 45 | Hold |
| CCI | Crown Castle Inc. | $33.3B | 35 | Sell |
| GLPI | Gaming and Leisure Properties, Inc. | $12.7B | 65 | Buy |
| LAMR | Lamar Advertising Company | $15.3B | 71 | Buy |
| WY | Weyerhaeuser Company | $17.0B | 27 | Sell |
| OUT | OUTFRONT Media Inc. | $5.2B | 71 | Buy |
Peer medians: ROE 6.0% · P/E 13.3x · Gross margin 55.2%