Stock Comparison

AMT vs REAX

American Tower Corp vs Real Brokerage Inc

Who's the better investment? Let's break it down.

The Verdict

REAX takes this one.

It's not even close. REAX outscores AMT by 7.2 points. That's a significant gap in our deep value framework.

AMT

American Tower Corp

1.4

out of 10

Distressed

Winner

REAX

Real Brokerage Inc

8.6

out of 10

Hidden Gem

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Valuation

AMT

Metric

REAX

$82.5B

Market Cap

$374M

32.6

P/E Ratio

Lower may indicate better value

-43.6

29.3

Forward P/E

55.6

22.5

Price/Book

5.6

N/A

EV/EBITDA

5.0

Profitability & Growth

AMT

Metric

REAX

23.8%

Profit Margin

-0.5%

74.2%

Gross Margin

8.2%

45.5%

Operating Margin

-0.6%

68.1%

Return on Equity

-11.9%

4.0%

Return on Assets

-4.5%

5.1%

Revenue Growth

8.6%

$5.40

EPS

$-0.03

Financial Health

AMT

Metric

REAX

10.2

Debt-to-Equity

Lower = less leverage

N/A

0.4

Current Ratio

Above 1.0 is healthy

1.4

0.9

Beta

Lower = less volatile

0.8

3.9%

Dividend Yield

None

Risk Comparison

AMT

Overall

Moderate

Financial

Medium

Market

Low

Competitive

Low

Execution

Medium

Regulatory

Low

What Could Go Wrong

Further deterioration of relationships with major wireless carriers beyond the DISH default, leading to additional revenue losses, or an inability to manage its high debt load effectively if interest ...

Red Flags

🚩Current ratio of 0.60 indicates potential short-term liquidity challenges.
🚩Debt-to-equity ratio of 3.27, while typical for a REIT, represents significant leverage.
🚩FY 2026 AFFO per share guidance projects a -1.5% decline, indicating negative growth trajectory.

REAX

Overall

Moderate

Financial

Low

Market

Medium

Competitive

Medium

Execution

Medium

Regulatory

Medium

What Could Go Wrong

The primary risk for Real Brokerage is the potential failure to successfully integrate RE/MAX Holdings, which carries significant execution challenges. Should integration issues arise, such as higher-...

Red Flags

🚩Q1 2026 revenue miss of $10.936 million against estimates, indicating potential challenges in meetin...
🚩Reliance on a proposed combination with RE/MAX Holdings, an entity with declining metrics and inhere...
🚩The competitive nature of agent recruitment in the real estate sector means sustained high growth in...

Competitive Moat

AMT

Rating

🛡️ Wide

Trend

➡️ Stable

Efficient ScaleSwitching CostsIntangible Assets/IP (licenses, permits, prime locations)

REAX

Rating

🛡️ Narrow

Trend

📈 Expanding

Network Effects (growing agent base attracts more agents and consumers)Switching Costs (agents integrated into platform, revenue share locked in)Cost Advantages (lean, cloud-based operations compared to brick-and-mortar rivals)

Investment Thesis

AMT1.4/10

American Tower offers a stable, dividend-growing investment exposed to the indispensable long-term trends of global mobile data consumption and 5G deployment. Its robust infrastructure moat, global diversification, and strategic expansion into data centers (CoreSite) provide a defensive yet consistent growth profile, making it a reliable income play rather than a multi-bagger growth opportunity.

Full AMT Analysis

REAX8.6/10

If Real Brokerage successfully integrates the RE/MAX Holdings network by mid-2027, achieving expected synergies and maintaining its superior agent-centric technology platform, then the combined entity's estimated $1.8B+ annual revenue and 180,000+ agent network could drive a significant re-rating from the current 0.2x P/S to 1-2x P/S, leading to a 5-10x increase in market capitalization as the com...

Full REAX Analysis

Price Targets & Strategy

Price Targets & Entry/Exit Strategy

Growth Catalysts

Growth Catalysts Comparison

Market Sentiment

Market Sentiment Analysis

The Deep Dive

AMT1.4/10

American Tower (AMT) remains a global leader in telecommunications infrastructure and data centers, boasting an enviable economic moat and competent management. Its CoreSite data center segment is a positive growth driver, guiding 13% revenue growth for 2026. However, as an $82.49B market cap REIT in mature industries, achieving 10x growth in 3-5 years is fundamentally unrealistic. The material headwind from the DISH Wireless default ($200M revenue loss) significantly suppresses FY26 AFFO per sh...

Full AMT Analysis

REAX8.6/10

Real Brokerage Inc. (REAX) continues to demonstrate robust operational growth, evidenced by a 32% YoY revenue increase and 25% agent count growth in Q1 2026. While the company slightly missed revenue and EPS estimates, the underlying agent-centric, cloud-based model is driving significant market share gains. The proposed acquisition of RE/MAX Holdings is a bold strategic move to consolidate market leadership, although it introduces integration risks. The balance sheet remains a fortress with $62...

Full REAX Analysis

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Not Financial Advice

This comparison is for educational purposes only. We are not financial advisors. Always do your own research and consult a qualified financial advisor before making investment decisions.