Mulya.ai
Ticker
AMT
Scenario
Key Inputs
Revenue est.?Analyst
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredYes
Key Assumptions
WACC ?8.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.930
Beta (levered) ?1.303
Terminal OM% ?41.3%
Segment conc. ?97% dominant
Terminal growth ?4.1%
Bond rating ?A · 1.20%
ROIC option ?Opt 1 · 8.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

AMT · American Tower Corporation

$173.732026-05-17
Sector: Real Estate; Industry: REIT - Specialty; Sub-Industry: Telecom Tower REITs

Intrinsic Value Range Comparison · Mulya.ai

Leases factored
Bull
$42
-76.0% vs market
Base · active
$0
-101.3% vs market
Bear
$0
-100.2% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $0
Base $-2
Bull $42
Market $174
Median $210
Market Price $174
Mulya.ai Base $-2
Analysts Median $210
Mulya.ai IV range ($0 · $42)
Analysts Range ($185 · $255)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$9.4B36.7%9.3%$3.1B−$22.1B−$19.0B7.3%6.1%$51.0B$5.47
2022.Q4$9.6B3.1%31.1%1.4%$3.0B−$4.1B−$1.2B8.8%6.1%$46.4B$3.76
2023.Q4$10.0B3.8%34.2%8.1%$3.1B−$3.6B−$467MM8.3%6.8%$45.9B$3.16
2024.Q4$10.1B1.1%48.9%10.9%$4.4B−$3.5B$928MM8.6%9.8%$44.1B$4.81
2025.Q4$10.6B5.1%50.2%13.7%$4.6B−$6.5B−$1.9B8.4%10.2%$46.1B$5.3915.2
italics below = DCF projection · 10yr Rev CAGR: 4.6%
2026.Q4$10.8B+1.4%50.5%14.3%$4.7B−$4.2B$491MM8.3%$453MM9.7%$50.3B$9.0919.1
2027.Q4$11.2B+3.4%51.9%14.9%$4.9B−$3.7B$1.2B8.4%$1.0B9.4%$54.0B$9.5818.1
2028.Q4$11.8B+6.0%54.5%15.6%$5.4B−$4.0B$1.4B8.4%$1.1B9.7%$58.0B$10.5916.4
2029.Q4$12.5B+5.9%56.0%16.2%$5.9B−$5.3B$590MM8.4%$428MM9.7%$63.3B$11.4515.2
2030.Q4$13.3B+5.7%56.0%16.8%$6.2B−$4.6B$1.6B8.4%$1.1B9.4%$67.9B$12.0114.5
Term. Yr+$17.4B4.1%41.3%20.0%$5.7B−$2.7B$3.0B8.6%$29.7B8.6%
Active scenario IV: $0 (-101.3% vs market)