AMT American Tower
too hard · 56
Owner-earnings value$132.02
Price$169.03
Margin of safety
-21.9%
Quality gate · 56/100
⚠ sub-hurdle returns (median roic 8% < 9%) · over-levered (net debt/EBITDA 5.9x > 4x)
Median ROIC7.8%
Gross margin73.8%
Net debt / EBITDA5.9x
FCF conversion152%
Share count / yr+0.1%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 3.66B |
| Owner-earnings yield | 4.6% |
| Free-cash-flow yield | 5.0% |
| Growth used (normalized) | 3.3% |
| Market-implied growth (reverse DCF) | 9.3% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.2% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 3.78B | 3.3% | 3.46B |
| 2 | 3.90B | 3.3% | 3.27B |
| 3 | 4.03B | 3.3% | 3.10B |
| 4 | 4.16B | 3.2% | 2.93B |
| 5 | 4.29B | 3.2% | 2.76B |
| 6 | 4.43B | 3.2% | 2.61B |
| 7 | 4.57B | 3.1% | 2.47B |
| 8 | 4.71B | 3.1% | 2.33B |
| 9 | 4.85B | 3.0% | 2.20B |
| 10 | 5.00B | 3.0% | 2.07B |
Recent news
score · 8 articles
- American Tower’s Dividend Strength Hinges on Tower Lease Economics and Data Center Expansion
- American Tower Corporation (AMT) Faces Growth Headwinds Amid Elevated Customer Churn
- American Tower (AMT) Falls More Steeply Than Broader Market: What Investors Need to Know
- Is It Worth Investing in American Tower (AMT) Based on Wall Street's Bullish Views?
- 3 Large Cap Dividend Stocks Investors Are Watching As Rate Cut Odds Keep Shifting
- Why Is American Tower (AMT) Adding A New Board Voice On Talent And Governance?
- American Tower (AMT) Stock Could Be 41% Undervalued On Cash Flow
- American Tower (AMT) Upgraded to Buy: What Does It Mean for the Stock?
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~9%/yr owner-earnings growth over 10y (reverse DCF); model credits 3%.