AMT vs. WY: American Tower vs. Weyerhaeuser Stock Comparison

Company Profile

American Tower (AMT) and Weyerhaeuser (WY) both belong to the Specialized REITs industry, though AMT is classified under Telecom Tower REITs while WY falls under Timber REITs.

Both American Tower (AMT) and Weyerhaeuser (WY) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

American Tower (AMT) at 32.96% clears its industry range for ROE, a sharper capital-efficiency signal than Weyerhaeuser (WY) at 4.81%, which is closer to a typical peer reading.

Neither American Tower (AMT) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for American Tower (AMT) in Equity Real Estate Investment Trusts (REITs) and Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

American Tower (AMT) at 5.11% is around its peer norm for revenue growth, while Weyerhaeuser (WY) at -3.07% drops into the bottom quartile, signaling weaker demand or pricing momentum.

EPS growth isn't a meaningful figure for either American Tower (AMT) in Equity Real Estate Investment Trusts (REITs) or Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Weyerhaeuser (WY) at 1.82 keeps current ratio within its industry’s typical mid-range, while American Tower (AMT) at 0.35 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for AMT.

Weyerhaeuser (WY) at 0.57 keeps leverage in the lower quartile, while American Tower (AMT) at 4.64 is above its industry debt-to-equity ratio range.

Financial Strength Metrics

Dividends

Both American Tower (AMT) at 3.64% and Weyerhaeuser (WY) at 3.88% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

An earnings-based payout ratio fits neither American Tower (AMT) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either American Tower (AMT) in Equity Real Estate Investment Trusts (REITs) or Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Weyerhaeuser (WY) at 2.16 sits in the cheaper P/S ratio quartile while American Tower (AMT) at 7.95 prices around its industry’s middle — WY costs less per dollar of sales, though read it alongside growth and margins.

Weyerhaeuser (WY) at 1.61 sits near its industry’s typical P/B ratio, while American Tower (AMT) at 24.92 prices above its benchmark range — AMT looks rich relative to book.

Valuation Metrics