COMP <GO>
AMT vs DLR // REVENUE GROWTH (YOY)
American Tower Corporation (NYSE) VS. Digital Realty Trust Inc. (NYSE) • 15-METRIC TALLY: AMT 10
— DLR 2
▲ REVENUE GROWTH (YOY) LEADER: AMT
LAST: $187.78 (+1.02%) • MKT CAP: $86.20B
revenue-growth
20.80%
LAST: $180.70 (-1.21%) • MKT CAP: $67.68B
revenue-growth
10.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMT VS. DLR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMT | DLR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.70% | 1.70% | +14.00 | AMT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.0x | 83.5x | -66.50 | AMT | /valuation <GO> |
| Free Cash Flow Yield | 4.39% | 3.16% | +1.23 | AMT | /fcf-yield <GO> |
| Operating Margin | 75.00% | 10.80% | +64.20 | AMT | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 21.50% | +46.50 | AMT | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 20.80% | 10.00% | +10.80 | AMT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.69% | 2.55% | +1.14 | AMT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | DLR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.7 | 56.2 | +2.50 | AMT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.14 | -0.02 | DLR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.2x | 47.9x | -28.70 | AMT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $86.20B | $67.68B | $18.52B | AMT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMT REV | DLR REV | AMT GROSS % | DLR GROSS % | AMT FCF | DLR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $935.9M | $6.11B | — | — | $3.78B | $2.14B |
| FY 2024 | $774.6M | $5.55B | — | — | $3.70B | $2.01B |
| FY 2023 | $747.3M | $5.48B | — | — | $4.69B | $1.39B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMT // BETA 1.12
DLR // BETA 1.14