American Tower, one of the largest global REITs, is a leading independent owner, operator and developer of multitenant communications real estate with a portfolio of over 149,000 communications sites and a highly interconnected footprint of U.S. data center facilities.
Strategic Shift | Explore AMT's portfolio optimization, focusing on higher-growth, lower-risk markets, and its strategic move to sell the India tower business for improved risk-adjusted returns |
Growth Catalysts | Delve into key drivers propelling AMT's growth, including 5G deployment, data center expansion, network densification, and strong international demand |
Market Challenges | Learn about AMT's hurdles, such as foreign exchange fluctuations, Sprint churn, carrier consolidation, and interest rate sensitivity impacting profitability |
Future Outlook | Analyst projections indicate mid-single-digit revenue growth, with price targets ranging from $214 to $260, positioning AMT as a sector leader in AFFO per share CAGR |
Metrics to compare | AMT | Sector Sector - Average of metrics from a broad group of related Real Estate sector companies | Relationship RelationshipAMTPeersSector | |
---|---|---|---|---|
P/E Ratio | 39.3x | 12.8x | 9.1x | |
PEG Ratio | −0.82 | 0.15 | 0.01 | |
Price/Book | 26.5x | 0.4x | 0.9x | |
Price / LTM Sales | 9.6x | 2.5x | 3.9x | |
Upside (Analyst Target) | 19.7% | 25.5% | 12.5% | |
Fair Value Upside | Unlock | 14.3% | −0.4% | Unlock |