Fundamental analysis · SEC EDGAR · TTM through 31/03/2026

Fundamental analysis of American Tower Corp

AMT · NYSE · Real estate

Fundamental quality

ATTRACTIVE

78

out of 100

American Tower Corp runs like a cash machine: it converts about 34.9% of revenue into free cash flow and holds a 27.8% net margin, though it grows at a measured pace. On fundamental quality it scores 78 out of 100, profiling it as a company with solid fundamentals. Its weakest area is its growth (revenue +5.8%/yr). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

American Tower is a REIT that owns hundreds of thousands of telecom towers worldwide. Mobile carriers lease space on them for decades under contracts with built-in escalators: a toll-booth business on data traffic.

What will shape its future

  • The relentless growth of mobile data usage, which forces carriers to densify their networks.
  • Interest rates: it's a debt-intensive business and its valuation is sensitive to them.
  • The financial health of its tenants (the carriers) and consolidation among them, which can reduce contracts.

Breakdown by area

I.Growth
53

EPS growth: 9.8% · Revenue growth: 5.8%

II.Profitability
95

Net margin: 27.8% · ROE: 85.4% · ROIC: 10.8%

III.Financial health
82

Net debt/EBITDA: 5.18x · FCF: 34.9%

Source: SEC EDGAR · TTM through 31/03/2026

The score includes +1 for dividend strength: 6 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

The score combines growth, profitability and financial strength. Here its profitability weighs in its favor, while its growth drags it down the most.

Versus its sector

Percentile against the other 12 Real estate companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 67%
ROEbeats 90%
Growthbeats 8%
Less debtbeats 25%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

American Tower Corp strengths

  • Excellent free-cash-flow generation (FCF margin of 34.9%): profit turns into real cash.
  • Exceptional net margin (27.8%): the business is clearly profitable.
  • Revenue rising without interruption since 2020.
  • Expanding margins: net margin has risen from 21% to 25% in recent years.

American Tower Corp risks and weaknesses

  • Very high leverage (net debt of 5.18× EBITDA): more exposed to rates and to a rough patch.

American Tower Corp historical evolution

YearRevenueNet incomeFree cash flowNet debt
20208,0421,6912,85027,541
20219,3572,5683,44346,116
20229,6451,6971,82341,867
202310,0121,3672,92437,048
202410,1272,2803,70134,502
202510,6452,6293,78435,746

Between 2020 and 2025, revenue went from $8,042M to $10,645M (+32%) and net income went from $1,691M to $2,629M (+55%). Meanwhile, its margins have widened (from 21% to 25%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the quarter ended March 31, 2026, versus the quarter ended March 31, 2025 (SEC filings):

  • Revenue+6.8%
  • Net income+76.2%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$6.72

per share, yearly

84.1% of free cash flow

Payout

at least 6 straight years raising it

Growth

For a REIT the dividend is paid out of cash flow (FFO), not accounting earnings, which depreciation distorts.

That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is American Tower Corp cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

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Frequently asked questions

Is American Tower Corp a good company to invest in?

In terms of business quality, American Tower Corp scores 78 out of 100 in our analysis, placing it as a company of high fundamental quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is American Tower Corp a profitable company?

Very. American Tower Corp shows a net margin of 27.8% and an ROE of 85.4%, typical of a highly profitable business.

Does American Tower Corp have a lot of debt?

Yes, its leverage is high: net debt is 5.18 times its EBITDA.

Is American Tower Corp growing?

Its revenue has grown 5.8% annualized in recent years and its earnings per share 9.8%, and without interruption since 2020.

Does American Tower Corp generate cash?

Yes. It converts about 34.9% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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