AMT
ACCE-researchedOverview
ACCE thesis
American Tower owns and leases 220,000 cell towers across 25 countries, collecting rent from wireless carriers who need coverage infrastructure. The company benefits from secular growth in mobile data consumption and 5G deployment, which requires denser network infrastructure and drives tenant additions on existing towers. Management expects 4-6% organic tenant billings growth through 2027 as carriers densify networks, while international markets like India and Africa offer multi-year expansion runways. Trading at 26x forward earnings, AMT generates 30% ROE with 74% gross margins from what amounts to real estate monopolies - once a tower is built in a specific location, carriers have limited alternatives for coverage.
- highExtreme leverage ratioDebt/Equity of 10.19x is exceptionally high. Rising interest rates directly pressure refinancing costs and compress AFFO for this capital-intensive REIT.
- moderateMomentum score weakACCE Momentum score is only 31/100, suggesting weak price/technical momentum despite the 20-point overall score recovery from 41 to 61.
- moderateValuation below fair valueTrading at $168 vs model fair value $195 (14% discount); V-score of 47/100 signals market skepticism about near-term re-rating catalyst.
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Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
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Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| DLR | Digital Realty Trust Inc. Common Stock | $68.8B | 88.4 | 2.9% | 0.84 | 2.7% | - | Compare |
| EQIX | Equinix Inc. Common Stock REIT | $100.8B | 65.8 | 10.7% | 1.34 | 2.0% | - | Compare |
| IRM | Iron Mountain Incorporated (Delaware)Common Stock REIT | $34.0B | 81.1 | 225.1% | -25.48 | 3.0% | - | Compare |
| CCI | Crown Castle Inc. Common Stock | $31.9B | 29.8 | -206.7% | -14.89 | 5.8% | - | Compare |
| SBAC | SBA Communications Corporation Class A Common Stock | $18.9B | 19.3 | 0.0% | -2.66 | 2.8% | - | Compare |
| WY | Weyerhaeuser Company Common Stock | $15.3B | 32.2 | 5.0% | 0.59 | 4.0% | - | Compare |
Sector report card
Where AMT ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 18, 2026American Tower Corporation Announces Election of Kristen M. Ludgate to Board of Directors and Declares Quarterly Distribution
- Business Wire•Sep 9, 2026American Tower Corporation Prices Senior Notes Offering
- Business Wire•Sep 2, 2026American Tower to Present at Upcoming September Conferences
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