American Tower (AMT) Competitors

$179.66
+2.82 (+1.59%)
(As of 05/2/2024 ET)

AMT vs. WELL, PSA, EXR, EQIX, PLD, O, SPG, DLR, CCI, and VICI

Should you be buying American Tower stock or one of its competitors? The main competitors of American Tower include Welltower (WELL), Public Storage (PSA), Extra Space Storage (EXR), Equinix (EQIX), Prologis (PLD), Realty Income (O), Simon Property Group (SPG), Digital Realty Trust (DLR), Crown Castle (CCI), and VICI Properties (VICI). These companies are all part of the "real estate investment trusts" industry.

American Tower vs.

Welltower (NYSE:WELL) and American Tower (NYSE:AMT) are both large-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their dividends, media sentiment, valuation, risk, earnings, profitability, institutional ownership, analyst recommendations and community ranking.

American Tower has a net margin of 18.42% compared to American Tower's net margin of 6.37%. Welltower's return on equity of 18.45% beat American Tower's return on equity.

Company Net Margins Return on Equity Return on Assets
Welltower6.37% 1.77% 1.04%
American Tower 18.42%18.45%3.11%

94.8% of Welltower shares are held by institutional investors. Comparatively, 92.7% of American Tower shares are held by institutional investors. 0.1% of Welltower shares are held by company insiders. Comparatively, 0.2% of American Tower shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

In the previous week, American Tower had 9 more articles in the media than Welltower. MarketBeat recorded 36 mentions for American Tower and 27 mentions for Welltower. Welltower's average media sentiment score of 0.69 beat American Tower's score of 0.56 indicating that American Tower is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Welltower
10 Very Positive mention(s)
2 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
American Tower
15 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

American Tower has higher revenue and earnings than Welltower. American Tower is trading at a lower price-to-earnings ratio than Welltower, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Welltower$6.64B8.56$340.09M$0.81118.63
American Tower$11.14B7.52$1.48B$4.4240.65

Welltower pays an annual dividend of $2.44 per share and has a dividend yield of 2.5%. American Tower pays an annual dividend of $6.48 per share and has a dividend yield of 3.6%. Welltower pays out 301.2% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. American Tower pays out 146.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. American Tower is clearly the better dividend stock, given its higher yield and lower payout ratio.

American Tower received 267 more outperform votes than Welltower when rated by MarketBeat users. Likewise, 75.00% of users gave American Tower an outperform vote while only 60.92% of users gave Welltower an outperform vote.

CompanyUnderperformOutperform
WelltowerOutperform Votes
717
60.92%
Underperform Votes
460
39.08%
American TowerOutperform Votes
984
75.00%
Underperform Votes
328
25.00%

Welltower presently has a consensus price target of $95.57, suggesting a potential downside of 0.53%. American Tower has a consensus price target of $221.91, suggesting a potential upside of 23.52%. Given Welltower's stronger consensus rating and higher probable upside, analysts plainly believe American Tower is more favorable than Welltower.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Welltower
0 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.79
American Tower
0 Sell rating(s)
2 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.91

Welltower has a beta of 1.07, indicating that its share price is 7% more volatile than the S&P 500. Comparatively, American Tower has a beta of 0.71, indicating that its share price is 29% less volatile than the S&P 500.

Summary

American Tower beats Welltower on 15 of the 20 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AMT and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AMT vs. The Competition

MetricAmerican TowerReal estate investment trusts IndustryFinance SectorNYSE Exchange
Market Cap$83.78B$6.51B$8.88B$17.38B
Dividend Yield3.78%6.99%10.67%3.58%
P/E Ratio40.6536.2156.8723.90
Price / Sales7.526.233,599.6710.32
Price / Cash17.3215.9727.5717.44
Price / Book7.862.182.364.91
Net Income$1.48B$151.79M$1.00B$964.63M
7 Day Performance3.87%1.14%0.58%1.06%
1 Month Performance-6.51%-1.23%-0.81%-2.24%
1 Year Performance-8.40%2.35%14.38%98.14%

American Tower Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WELL
Welltower
3.5049 of 5 stars
$95.24
-0.6%
$95.57
+0.3%
+20.6%$56.29B$6.64B148.81533Earnings Report
Dividend Announcement
News Coverage
PSA
Public Storage
4.7836 of 5 stars
$259.45
-1.3%
$305.00
+17.6%
-11.1%$45.58B$4.52B23.466,200News Coverage
EXR
Extra Space Storage
3.7065 of 5 stars
$134.27
-2.3%
$150.17
+11.8%
-9.0%$28.41B$2.56B27.187,618Analyst Report
Short Interest ↑
News Coverage
EQIX
Equinix
4.8892 of 5 stars
$711.11
-2.1%
$862.50
+21.3%
-3.7%$67.29B$8.19B68.9713,151Short Interest ↓
PLD
Prologis
4.9733 of 5 stars
$102.05
-2.8%
$133.53
+30.8%
-16.8%$94.48B$8.02B29.842,574Analyst Report
O
Realty Income
4.4018 of 5 stars
$53.54
-1.4%
$60.96
+13.9%
-13.4%$46.11B$4.08B42.49418Upcoming Earnings
SPG
Simon Property Group
3.723 of 5 stars
$140.53
-3.0%
$140.22
-0.2%
+23.5%$45.80B$5.66B20.133,000Upcoming Earnings
DLR
Digital Realty Trust
4.5168 of 5 stars
$138.78
-2.5%
$143.33
+3.3%
+42.4%$43.34B$5.48B46.733,664News Coverage
CCI
Crown Castle
4.329 of 5 stars
$93.79
-1.6%
$113.29
+20.8%
-22.0%$40.75B$6.98B29.314,700Short Interest ↑
VICI
VICI Properties
4.7551 of 5 stars
$28.55
-1.7%
$34.36
+20.4%
-14.4%$29.78B$3.61B11.5128News Coverage

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This page (NYSE:AMT) was last updated on 5/2/2024 by MarketBeat.com Staff

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