Compare American Tower Corp (AMT) vs CDW Corp. (CDW) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
American Tower Corp vs CDW Corp. — how do they compare? American Tower Corp trades at $170.47 (market cap $78.80B), while CDW Corp. trades at $135.04 (market cap $17.06B). The key difference: American Tower Corp is far larger — about 4.6× CDW Corp.'s market cap, and American Tower Corp pays the higher dividend (4.13%). Which is the better fit depends on your goals.
| AMT | CDW | |
|---|---|---|
Market Cap | $78.80B | $17.06B |
Sector | Real Estate | Technology |
52-Week High | $211.88 | $170.77 |
52-Week Low | $162.11 | $99.30 |
Enterprise Value | $122.32B | $22.66B |
Dividend Yield | 4.13% | 1.85% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
American Tower (AMT) trades at $172.54, up 0.78% on the day, with a neutral technical signal and strong fundamental performance. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 EPS of $1.86 exceeding the $1.57 forecast. Revenue for 2025 reached $10.64 billion, with a robust net income margin of 26.81%. Analyst sentiment is overwhelmingly positive, with 39 of 49 analysts rating it a Buy and a consensus price target of $206.17, implying significant upside. Recent news highlights insider selling and upbeat analyst coverage.
The outlook for AMT is favorable, driven by resilient telecom demand, 5G/6G expansion, and double-digit growth in its data center segment. Key risks include sensitivity to interest rates, Dish Network churn impacts, and high debt levels. With strong cash flow from operations and a bullish analyst consensus, the stock presents a compelling opportunity for growth-oriented investors, though macroeconomic factors warrant monitoring.
CDW trades at $135.81, down 4.34% amid margin concerns despite Q2 2026 earnings beat. The stock shows neutral technical signals with support at $134 and resistance at $139. Fundamentals remain solid with 10% revenue growth and strong ROE of 44.01%, though net margins compressed to 4.6%. Recent news highlights CFO transition plans for 2027 and continued dividend payments.
Outlook remains positive with analyst consensus at Buy (70.59%) and $148.67 price target, offering 9.5% upside. Key risks include margin pressure from hardware mix shift and elevated debt levels. AI infrastructure demand provides growth catalyst, but investors should monitor execution amid leadership changes.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About American Tower Corp
American Tower owns and operates more than 220,000 cell towers throughout the U.S., Asia, Latin America, Europe, and Africa. It also owns and/or operates 25 data centers in eight U.S. markets after acquiring CoreSite. On its towers, the company has a very concentrated customer base, with most revenue in each market being generated by just the top few mobile carriers. The company operates more than 40,000 towers in the U.S., which accounted for more than half of its total revenue in 2021. Outside the U.S., American Tower's greatest presence is in India and Brazil, where it operates roughly 75,000 and 19,000 towers, respectively. American Tower operates as a real estate investment trust.
Read more on AMT →About CDW Corp.
CDW Corp is a value-added reseller operating in the U.S. (95% of sales) and Canada (5%). The company has more than 100,000 products on its line of cards that range from notebooks to data center software. Roughly half of CDW's revenue comes from midsize and large businesses, with the remaining from small businesses, government agencies, education institutions, and health-care organizations.
Read more on CDW →
