Análisis Argos
AMT
AMTCara1 señal de riesgo
American Tower Corporation · Real Estate
US$ 166.03
precio al 2026-07-04
Valor justo Argos*
US$ 98–108
vs. su valor justo
54% por encima
Score Argos
54/100
LA RESPUESTA
El mercado le pide crezca 18.9% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 12% por debajo de su valor justo.
Las ganancias crecieron 12% el último año.
Reparte dividendo sostenible (4.2%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Altman Z'' en zona roja (0.18)
VALOR1/6FUTURO3/6PASADO4/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO3/6PASADO4/6SALUD1/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos54de 100Cara
Ingresos5%
US$ 10.7 B
Margen operativo3%
45.8%
Flujo de caja libre2%
US$ 3.8 B
Deuda neta
US$ 43.5 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 77.4B
P/E30.6x
EV/EBITDA17.4x
FCF yield4.9%
ROIC8.9%
Margen operativo45.8%
Crecim. ingresos+5.1%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 1 jul
American Tower (AMT) Ascends While Market Falls: Some Facts to Note
American Tower (AMT) concluded the recent trading session at $166.08, signifying a +1.53% move from its prior day's close.
businesswire.com · 30 jun
American Tower Plans Second Quarter 2026 Earnings Release and Conference Call
BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) announced today that the press announcement of its second quarter 2026 results is scheduled to be released to the news services at 7:00 a.m. ET on Tuesday, July 28, 2026. In addition, the Company has scheduled a conference call at 8:30 a.m. ET on July 28, 2026, to discuss its results. Earnings Call Information Date/Time Tuesday, July 28, 2026, at 8:30 a.m. ET Pre-Registration Link for Dial-In Access Participants can pre-register fo.
seekingalpha.com · 30 jun
American Tower's Quality Will Shine Through
American Tower Corporation remains a high-quality industry leader with steady revenue and cash flow growth, warranting a continued 'Buy' rating. AMT's international tower portfolio and expanding U.S. data center business drive robust top-line growth, with Q1 2026 revenue up 6.8% year-over-year. Management guides for property revenue of $10.66 billion and adjusted FFO of $5.09–$5.17 billion in 2026, reflecting increased investment and operational momentum.
businesswire.com · 30 jun
American Tower Corporation Releases 2025 Sustainability Executive Report
BOSTON--(BUSINESS WIRE)--American Tower Corporation (NYSE: AMT) today announced the release of its 2025 sustainability executive report and accompanying indices and supplements, which highlight the Company's progress across its three sustainability pillars: Environment, Social, and Governance. The report reflects how sustainability continues to be embedded across American Tower's operations, supporting the Company's focus on delivering reliable, resilient digital infrastructure while creating l.
zacks.com · 29 jun
American Tower (AMT) Moves 4.1% Higher: Will This Strength Last?
American Tower (AMT) was a big mover last session on higher-than-average trading volume. The latest trend in FFO estimate revisions might not help the stock continue moving higher in the near term.
seekingalpha.com · 29 jun
American Tower: The Market Is Ignoring This 10% IRR
American Tower Corporation offers stable, low single-digit growth, a 4.2% dividend yield, and trades at ~16x FFO, presenting an attractive margin of safety. AMT's long-term contracts, high switching costs, and scale-driven efficiencies provide robust moats, supporting gradual FFO and dividend growth. While long-term risks from satellite Internet (e.g., SpaceX's Starlink) exist, near-term disruption is expected to be minimal; sector headwinds are more pressing.
zacks.com · 25 jun
American Tower (AMT) Sees a More Significant Dip Than Broader Market: Some Facts to Know
American Tower (AMT) closed at $168.72 in the latest trading session, marking a -3.29% move from the prior day.
zacks.com · 23 jun
Is it Wise to Retain American Tower Stock in Your Portfolio Now?
American Tower Corporation AMT owns and operates nearly 149,000 communication sites globally and also maintains a highly interconnected network of U.S. data center facilities. The company is strategically positioned to capture incremental demand from global 5G deployment efforts.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.