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AMT vs NNN
Which Stock Would AI Choose? American Tower (AMT) vs. NNN REIT (NNN) Stock Comparison
Key Takeaways
- AMT trades around $178 with a 3.87% dividend yield, supported by strong Q1 results including AFFO and revenue beats, plus data center growth for AI demand.
- NNN trades near $44 with a higher 5.45% yield, boasting YTD gains of 14% versus AMT's 2-3%, driven by robust Q1 AFFO and 98.6% occupancy.
- Both REITs (real estate investment trusts) raised 2026 guidance post-earnings, but NNN shows superior short-term momentum while AMT benefits from global tower scale and analyst price target hikes.
- NNN's triple net leases (where tenants cover taxes, insurance, maintenance) ensure stable cash flows; AMT leverages wireless infrastructure for mid-single-digit growth.
- Recent market activity highlights NNN's outperformance in retail REITs amid rate sensitivity, contrasting AMT's international revenue trends.
Introduction
American Tower (AMT) and NNN REIT (NNN) represent distinct REIT strategies in the real estate sector: communications infrastructure versus single-tenant retail properties. Both offer reliable dividends and sensitivity to interest rates, making them appealing for income-focused investors and traders navigating volatile markets. This stock comparison evaluates their recent performance, business models, and relative positioning to aid decisions on portfolio allocation or short-term trades. With REITs rebounding in 2026 amid shifting monetary policy, understanding their contrasts in growth drivers and stability is key for balanced exposure.
AMT Overview and Recent Performance
American Tower Corporation (AMT) is a leading REIT owning and operating over 149,000 multitenant communications sites globally, including towers and data centers via its CoreSite stake. It leases space primarily to wireless carriers like AT&T and Verizon, generating stable recurring revenue through colocation.
In recent market activity, AMT shares hovered around $178, with a market cap exceeding $83 billion and P/E ratio near 29. Year-to-date returns stand at about 2-3%, lagging broader REIT recovery but buoyed by Q1 2026 results: revenue up 6.8% to $2.74 billion, net income surging 76%, and AFFO (adjusted funds from operations) above estimates. Analysts raised price targets post-earnings, citing data center expansion for AI-driven demand and international revenue growth (excluding FX impacts). Sentiment has improved on these catalysts, though high debt (444% debt-to-equity) tempers gains amid rate concerns.
NNN Overview and Recent Performance
NNN REIT, Inc. (NNN), formerly National Retail Properties, is a REIT focused on 3,692 single-tenant retail properties across the U.S., leased under long-term triple net agreements to operators in convenience stores, restaurants, and automotive services. This structure minimizes capex (capital expenditures) for the REIT.
Recently, NNN traded near $44, with an $8.4 billion market cap and P/E around 21.5. It delivered strong YTD gains of 14%, outperforming peers, fueled by Q1 2026 AFFO of $0.87 per share (up year-over-year), portfolio occupancy at 98.6%, and annualized base rent growth to $934.6 million. The company raised full-year AFFO guidance to $3.53-$3.59, reflecting acquisition activity at 7.4% cap rates. Positive sentiment stems from 36 consecutive dividend hikes and resilient tenant base, though retail sector exposure adds cyclical risk.
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Head-to-Head Comparison
AMT and NNN diverge in business models: AMT's global tower portfolio drives mid-single-digit organic growth via 5G and AI data centers, contrasting NNN's domestic retail net leases emphasizing acquisition-fueled expansion (e.g., $900 million in 2025). Recent momentum favors NNN with 14% YTD versus AMT's 2-3%, but AMT boasts superior scale ($83B vs. $8.4B cap) and analyst upside (targets ~$216).
Risk profiles differ: AMT faces FX volatility and carrier consolidation, offset by diversified international exposure; NNN enjoys lower beta (0.80 vs. 0.90) but retail tenant risks. Sector-wise, communications infrastructure offers tech tailwinds, while retail net leases prioritize income stability. Market sentiment leans positive for both post-Q1 beats, with trade-offs in yield (NNN 5.45% vs. 3.87%) versus growth potential.
Tickeron AI Verdict
Tickeron’s AI models would likely favor NNN in the current environment due to its stronger YTD relative performance, higher yield, elevated occupancy, and upward guidance revision amid REIT sector rotation. While AMT exhibits trend consistency via Q1 beats and AI catalysts, NNN's stability and momentum edge suggest higher probability of near-term outperformance, barring shifts in rates or telecom spending.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AMT is a Hold and NNN is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
AMT’s FA Score shows that 1 FA rating(s) are green whileNNN’s FA Score has 0 green FA rating(s).
- AMT’s FA Score: 1 green, 4 red.
- NNN’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
AMT’s TA Score shows that 5 TA indicator(s) are bullish while NNN’s TA Score has 5 bullish TA indicator(s).
- AMT’s TA Score: 5 bullish, 4 bearish.
- NNN’s TA Score: 5 bullish, 4 bearish.
Price Growth
AMT (@Specialty Telecommunications) experienced а -0.11% price change this week, while NNN (@Real Estate Investment Trusts) price change was +0.76% for the same time period.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was -1.35%. For the same industry, the average monthly price growth was -3.70%, and the average quarterly price growth was +13.21%.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -1.16%. For the same industry, the average monthly price growth was -2.29%, and the average quarterly price growth was +10.63%.
Reported Earning Dates
AMT is expected to report earnings on Jul 23, 2026.
NNN is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Specialty Telecommunications (-1.35% weekly)Companies belonging to the specialty telecommunications sector provide voice and data transmission via a single method, such as fixed lines, digital subscriber lines (DSL), wireless technology, the internet or competitive local exchange carriers. Telefonica, Liberty Broadband Corp., and Zayo Group Holdings, Inc. are some of the big specialty telecom companies in the U.S.
@Real Estate Investment Trusts (-1.16% weekly)A real estate investment trust (REIT) is a company any that owns, and in most cases, operates, income-producing real estate – ranging from office and apartment buildings to warehouses, hospitals, shopping centers, hotels and timberlands. Some REITs are involved in financing real estate. Equity REITs invest in and own properties, while mortgage REITs own and invest in property mortgages. REITs are required by law to pay out at least 90% of their annual taxable income (excluding capital gains) to shareholders in the form of dividends. Some REITs could be more cyclical than others; for example, when an economy is undergoing a recession, hotel REITs could be more vulnerable, compared to say healthcare REIT given that healthcare needs are less likely to depend on economic cycles. American Tower Corporation, Prologis, Inc. and Crown Castle International Corp are some of the biggest REIT companies in the U.S.
| AMT | NNN | AMT / NNN | |
| Capitalization | 85.3B | 8.53B | 1,000% |
| EBITDA | 6.89B | 871M | 791% |
| Gain YTD | 5.273 | 16.398 | 32% |
| P/E Ratio | 29.52 | 21.87 | 135% |
| Revenue | 10.8B | 936M | 1,154% |
| Total Cash | 1.61B | 4.57M | 35,208% |
| Total Debt | 45.1B | 4.85B | 929% |
AMT | NNN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 75 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 61 Fair valued | 76 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 53 | |
SMR RATING 1..100 | 15 | 74 | |
PRICE GROWTH RATING 1..100 | 61 | 52 | |
P/E GROWTH RATING 1..100 | 68 | 36 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
AMT's Valuation (61) in the Real Estate Investment Trusts industry is in the same range as NNN (76). This means that AMT’s stock grew similarly to NNN’s over the last 12 months.
NNN's Profit vs Risk Rating (53) in the Real Estate Investment Trusts industry is somewhat better than the same rating for AMT (100). This means that NNN’s stock grew somewhat faster than AMT’s over the last 12 months.
AMT's SMR Rating (15) in the Real Estate Investment Trusts industry is somewhat better than the same rating for NNN (74). This means that AMT’s stock grew somewhat faster than NNN’s over the last 12 months.
NNN's Price Growth Rating (52) in the Real Estate Investment Trusts industry is in the same range as AMT (61). This means that NNN’s stock grew similarly to AMT’s over the last 12 months.
NNN's P/E Growth Rating (36) in the Real Estate Investment Trusts industry is in the same range as AMT (68). This means that NNN’s stock grew similarly to AMT’s over the last 12 months.
| AMT | NNN | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 61% |
| Stochastic ODDS (%) | 2 days ago 67% | 2 days ago 49% |
| Momentum ODDS (%) | 2 days ago 57% | 2 days ago 46% |
| MACD ODDS (%) | 2 days ago 72% | 2 days ago 46% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 44% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 40% |
| Advances ODDS (%) | 2 days ago 59% | 14 days ago 47% |
| Declines ODDS (%) | 6 days ago 64% | 5 days ago 49% |
| BollingerBands ODDS (%) | 2 days ago 68% | N/A |
| Aroon ODDS (%) | 2 days ago 63% | 2 days ago 33% |
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AMT and
Correlation & Price change
A.I.dvisor indicates that over the last year, AMT has been closely correlated with CCI. These tickers have moved in lockstep 79% of the time. This A.I.-generated data suggests there is a high statistical probability that if AMT jumps, then CCI could also see price increases.