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v0.1
AMT$186.87-0.05%
Fair $172.08-7.9%

AMT

American Tower Corporation

Real Estate / REIT - SpecialtyNYSE

$186.87

-0.09 (-0.05%)

Fairly Valued-7.9%Fair Value $172.08Fund rank 37/100 · Data gapSEC 19/19 yrs|
SA 37/D
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

FCF escenarios

weak_data · normalized FCF n/d · quality 100.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data QA 35/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

37/100

D

Piotroski

7/9

balance/quality

Valuation

42/100

-7.9% upside

5Y CAGR

+0.4%

51/100

Data QA

90/100

SEC 100%

Latest source: sec-companyfactsPeriods: 19Warnings: 0sec-companyfacts: 19
Generic DCF/FCF bypassed: REIT/real-estate sector valued with a sector-specific NAV/AFFO model. NAV not curated NAV/share missing; REIT valuation uses AFFO multiple only and confidence is reduced.
Thesis & Journal · AMTLocal privado en este navegador · American Tower Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$87.1B

P/E

34.3x

↑

EV/EBITDA

20.3x

↑

ROE

69.3%

↑

Gross Margin

74.2%

↑

Debt/Equity

0.93

↑
52-Week Range$187
$165$234

TradingView lightweight chart

AMT price, volumen y niveles de valoración

Último $186.87Periodo +537.5%
Fair value: $172.08

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

-2.4%

FCF CAGR

—

FCF margin

404.3%

FCF / Net income

1.50x

Latest source

SEC-backed

Margin decomposition

Último año: revenue $935.9M · net income $2.53B · FCF $3.78B

2007-FY → 2025-FY

Gross margin

74.2%— pts

Operating margin

517.8%+491.8% pts

Net margin

23.8%+19.9% pts

FCF margin

404.3%— pts
SEC-backed annual metrics active for 2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007. Local SEC Companyfacts override Yahoo/FMP for audited annual line items; provider-only fields remain as fallback.
MetricTTM
2025SEC
2024SEC
2023SEC
2022SEC
2021SEC
2020SEC
2019SEC
2018SEC
2017SEC
2016SEC
2015SEC
2014SEC
2013SEC
2012SEC
2011SEC
2010SEC
2009SEC
2008SEC
2007SEC
Income Statement
Revenue$935.9M$935.9M$774.6M$747.3M$840.7M$717.2M$495.7M$527.2M$491.3M$6.66B$1.54B$1.28B$4.10B$3.36B$2.88B$2.44B$1.99B$1.72B$1.59B$1.46B
Net Income$2.53B$2.53B$2.25B$1.48B$1.77B$2.57B$1.69B$1.89B$1.24B$1.24B$229.2M$232.7M$824.9M$551.3M$637.3M$396.5M$372.9M$246.6M$347.2M$56.3M
EBITDA$6.45B$6.45B$7.15B$6.00B$6.58B$5.46B$4.77B$4.47B$4.02B$3.71B$3.38B$2.90B$2.49B$2.01B$1.76B$1.48B$1.25B$1.09B$1.01B$901.3M
EPS5.405.404.823.183.825.663.794.242.772.670.470.482.001.381.600.990.920.610.840.13
Gross Margin74.2%74.2%74.6%74.4%73.4%———————————————
Operating Margin517.8%517.8%583.1%418.2%325.8%436.7%582.5%509.9%387.7%30.0%31.8%31.4%36.3%36.1%38.9%37.7%39.5%39.0%38.1%26.0%
Net Margin23.8%23.8%22.3%14.8%18.3%358.0%341.1%358.1%251.7%18.6%14.9%18.2%20.1%16.4%22.2%16.2%18.8%14.3%21.8%3.9%
Balance Sheet
Debt/Equity0.930.931.090.730.810.900.190.580.52—2.742.573.684.102.452.201.621.290.00—
Current Ratio0.300.30——————————————————
Cash Flow
Free Cash Flow$3.78B$3.78B$3.70B$2.92B$1.82B$3.44B$2.85B$2.76B$2.84B$2.12B——————————
Returns
ROE69.3%69.3%66.7%35.3%31.7%50.5%41.3%37.3%23.2%18.1%3.4%3.5%20.9%15.6%17.8%12.1%10.7%7.4%11.6%1.9%
Valuation
P/E34.2634.2638.3858.1748.4232.6848.8143.6366.7869.28393.57385.3892.49134.04115.61186.85201.07303.25220.211422.92
EV/EBITDA20.3420.3417.8124.0922.22———————————————
P/B23.7423.7425.6020.5815.3616.5020.1616.3015.3611.6911.740.0118.7220.8920.6722.5221.3522.7125.8726.05
Growth & Yield
Revenue Growth20.8%20.8%3.7%-11.1%17.2%44.7%-6.0%7.3%-92.6%332.8%20.3%-68.8%22.0%16.9%17.7%23.1%15.2%8.2%9.4%—
EPS Growth12.0%12.0%51.6%-16.8%-32.5%49.3%-10.6%53.1%3.7%468.1%-2.1%-76.0%44.9%-13.8%61.6%7.6%50.8%-27.4%546.2%—
Dividend Yield3.7%3.7%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

45.3%

muy exigente

EPS terminal req.

$16.58

Spread vs growth

-33.3%

5Y implied EPS CAGR

30.0%

muy exigente

EPS terminal req.

$20.06

Spread vs growth

-18.0%

10Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$32.31

Spread vs growth

-7.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -9.2%

Total return

-9.2%

Start / end P/E

44.5x → 34.6x

EPS bridge

4.82 → 5.40

Residual

-2.7%

EPS growth+12.0%
Multiple rerating-22.3%
Dividend+3.7%
Residual / FX / buybacks / cross-term-2.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.