AMERICAN TOWER CORPORATION vs CBRE GROUP, INC., two REIT stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMT and CBRE diverge most: on operating margin, AMT reads 45.3% and CBRE reads 3.3%; on net margin, AMT reads 27.8% and CBRE reads 3.0%. The rest of the comparable metrics sit closer together. What CBRE's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMT | CBRE |
|---|---|---|
| Price | $173.40 | $146.74 |
| Market cap | $80.9B | $43.1B |
| Sector | REIT | REIT |
| Stage | Mature | Growth |
| Implied growth (priced in) | — | +24.1% |
| P/E | 28.0 | 33.7 |
| P/B | 7.97 | 4.95 |
| P/S | 7.48 | 0.99 |
| EV/EBITDA | 17.7 | 18.3 |
| Revenue growth | +8.5% | +14.9% |
| Operating margin | 45.3% | 3.3% |
| Net margin | 27.8% | 3.0% |
| Return on equity | 29.6% | 14.9% |
| Return on assets | 4.8% | 4.3% |
| Return on invested capital | 25.6% | 9.3% |
| FCF yield | 4.7% | 2.2% |
| Dividend yield | 3.9% | — |
| Debt / equity | 0.60 | 0.92 |
| Current ratio | 0.30 | 1.14 |
| Altman Z (solvency) | 0.91 | 3.19 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.