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AMT vs O
Which Stock Would AI Choose? American Tower (AMT) vs. Realty Income (O) Stock Comparison
Key Takeaways
- AMT reported strong Q1 2026 results with revenue up 6.8% to $2.74 billion and AFFO (adjusted funds from operations) per share rising 2.6%, boosting analyst price targets.
- O has outperformed year-to-date with approximately 14% gains compared to AMT's 3-4%, supported by its monthly dividend yield around 5.1%.
- Both REITs (real estate investment trusts) offer income via dividends, but O provides higher yield while AMT benefits from data center and AI-driven tower demand.
- AMT trades at a lower P/E (price-to-earnings) ratio of about 29 versus O's 54, suggesting relative value in communications infrastructure.
- Recent market activity shows O with steadier momentum amid retail REIT recovery, while AMT faces some regional churn but strong overall leasing.
Introduction
American Tower (AMT) and Realty Income (O) represent prominent REITs in the real estate sector, with AMT focused on communications infrastructure like cell towers and data centers, and O specializing in single-tenant retail properties under net leases. This stock comparison is relevant for income-oriented investors seeking dividend stability and growth traders eyeing infrastructure trends amid AI expansion. Both have shown resilience in recent market activity, offering contrasts in yield, growth drivers, and sector exposure for portfolio diversification in today's volatile environment.
AMT Overview and Recent Performance
American Tower Corporation (AMT) owns and operates over 150,000 communication sites globally, including towers and data centers, positioning it as a key enabler for wireless and cloud services. In recent weeks, AMT stock has traded around $178-$182, reflecting modest YTD gains of 3-4% amid broader REIT recovery. Q1 2026 results drove positive sentiment, with total revenue up 6.8% to $2.74 billion, property revenue rising 7.3%, and AFFO per share increasing 2.6% to $2.84, surpassing estimates. Data center growth and AI-related demand have offset regional challenges like churn in Brazil and U.S. carrier issues. Analysts raised price targets post-earnings, supporting stability despite a 1-year decline of about 19-20%.
O Overview and Recent Performance
Realty Income Corporation (O), known as "The Monthly Dividend Company," manages a portfolio of over 15,500 properties leased to resilient retail tenants under long-term net leases. The stock has hovered near $63-$64 in recent market activity, delivering stronger YTD returns of around 14% and 1-year gains of 12-18%. Approaching Q1 2026 earnings, expectations center on EPS of $1.10 and revenue of $1.5 billion, building on prior quarters' AFFO consistency. Monthly dividends continue unabated, with a yield near 5.1%, attracting income investors. Sentiment benefits from portfolio diversification into Europe and Mexico, though retail sector pressures have moderated short-term momentum compared to peers.
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Head-to-Head Comparison
AMT and O both operate as REITs but diverge in business models: AMT's tower and data center assets tie to 5G and AI growth, while O's net-leased retail properties emphasize tenant credit quality and monthly income. Growth drivers favor AMT with recent leasing momentum and data center surges, versus O's acquisition-led expansion. Recent momentum leans to O with superior YTD performance, but AMT shows earnings beats. Risk factors include AMT's higher debt ($45B vs. $29B) and international exposure, contrasted by O's retail sensitivity. Sector-wise, communications infrastructure offers tech upside; retail provides defensive yield. Market sentiment tilts toward O for income, AMT for capital appreciation.
Tickeron AI Verdict
Tickeron’s AI currently favors AMT over O based on trend consistency from Q1 earnings strength, data center catalysts, and relative valuation at a lower P/E amid AI infrastructure demand. While O exhibits stability and higher yield, AMT's positioning suggests higher probability of outperformance in growth-oriented scenarios, though sector rotations could shift this dynamically.
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 O 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 whileO’s FA Score has 0 green FA rating(s).
- AMT’s FA Score: 1 green, 4 red.
- O’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 4 TA indicator(s) are bullish while O’s TA Score has 4 bullish TA indicator(s).
- AMT’s TA Score: 4 bullish, 5 bearish.
- O’s TA Score: 4 bullish, 6 bearish.
Price Growth
AMT (@Specialty Telecommunications) experienced а -3.34% price change this week, while O (@Real Estate Investment Trusts) price change was -1.29% for the same time period.
The average weekly price growth across all stocks in the @Specialty Telecommunications industry was -2.39%. For the same industry, the average monthly price growth was -2.09%, and the average quarterly price growth was +5.77%.
The average weekly price growth across all stocks in the @Real Estate Investment Trusts industry was -1.59%. For the same industry, the average monthly price growth was -1.25%, and the average quarterly price growth was +9.37%.
Reported Earning Dates
AMT is expected to report earnings on Jul 23, 2026.
O is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Specialty Telecommunications (-2.39% 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 (-1.59% 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 | O | AMT / O | |
| Capitalization | 79.5B | 57B | 139% |
| EBITDA | 6.89B | 4.91B | 140% |
| Gain YTD | -1.843 | 10.311 | -18% |
| P/E Ratio | 27.52 | 50.10 | 55% |
| Revenue | 10.8B | 5.88B | 184% |
| Total Cash | 1.61B | 374M | 430% |
| Total Debt | 45.1B | 30.2B | 149% |
AMT | O | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 69 | 8 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 58 Fair valued | 69 Overvalued | |
PROFIT vs RISK RATING 1..100 | 100 | 71 | |
SMR RATING 1..100 | 15 | 88 | |
PRICE GROWTH RATING 1..100 | 61 | 53 | |
P/E GROWTH RATING 1..100 | 71 | 48 | |
SEASONALITY SCORE 1..100 | 38 | 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 (58) in the Real Estate Investment Trusts industry is in the same range as O (69). This means that AMT’s stock grew similarly to O’s over the last 12 months.
O's Profit vs Risk Rating (71) in the Real Estate Investment Trusts industry is in the same range as AMT (100). This means that O’s stock grew similarly to AMT’s over the last 12 months.
AMT's SMR Rating (15) in the Real Estate Investment Trusts industry is significantly better than the same rating for O (88). This means that AMT’s stock grew significantly faster than O’s over the last 12 months.
O's Price Growth Rating (53) in the Real Estate Investment Trusts industry is in the same range as AMT (61). This means that O’s stock grew similarly to AMT’s over the last 12 months.
O's P/E Growth Rating (48) in the Real Estate Investment Trusts industry is in the same range as AMT (71). This means that O’s stock grew similarly to AMT’s over the last 12 months.
| AMT | O | |
|---|---|---|
| RSI ODDS (%) | N/A | 2 days ago 56% |
| Stochastic ODDS (%) | 2 days ago 58% | 2 days ago 56% |
| Momentum ODDS (%) | 2 days ago 55% | 2 days ago 39% |
| MACD ODDS (%) | 2 days ago 66% | 2 days ago 38% |
| TrendWeek ODDS (%) | 2 days ago 61% | 2 days ago 50% |
| TrendMonth ODDS (%) | 2 days ago 59% | 2 days ago 44% |
| Advances ODDS (%) | 5 days ago 59% | 5 days ago 48% |
| Declines ODDS (%) | 3 days ago 64% | 13 days ago 48% |
| BollingerBands ODDS (%) | 2 days ago 61% | 2 days ago 47% |
| Aroon ODDS (%) | 2 days ago 64% | 2 days ago 31% |
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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.