American Tower Corp vs Walt Disney Co — how do they compare? American Tower Corp trades at $170.43 (market cap $79.00B), while Walt Disney Co trades at $103.34 (market cap $178.76B). The key difference: Walt Disney Co is far larger — about 2.3× American Tower Corp's market cap, and American Tower Corp pays the higher dividend (4.12%). Which is the better fit depends on your goals.
| AMT | DIS | |
|---|---|---|
Market Cap | $79.00B | $178.76B |
Sector | Real Estate | Media |
52-Week High | $211.88 | $118.86 |
52-Week Low | $162.11 | $92.40 |
Enterprise Value | $122.53B | $219.62B |
Dividend Yield | 4.12% | 1.45% |
Volume | — | 7,546,013 |
Signals from Pluang's Aura AI — not financial advice
American Tower Corporation (AMT) trades at $170.48, up 0.81% with strong fundamental performance including three consecutive quarterly earnings beats and robust profitability metrics. The stock shows bearish technical signals despite analyst optimism, with 79.6% buy ratings and a $206.17 consensus price target representing 21% upside potential. Recent Q2 2026 results demonstrated accelerated lease contract growth and raised full-year guidance.
AMT presents a compelling investment case with strong revenue visibility from telecom infrastructure demand and 5G/6G expansion cycles. However, high debt levels and interest rate sensitivity pose significant risks. The stock offers defensive characteristics through recurring revenue streams but faces headwinds from DISH Network churn and capital expenditure requirements.
Disney (DIS) trades at $103.20, down 1.62% on the day, amid a bullish technical signal and strong fundamental performance. The stock has consistently beaten earnings expectations in recent quarters, with Q2 2026 EPS of $2.06 exceeding estimates by $0.20. Revenue growth has been steady, reaching $94.43 billion in 2025, while net income surged to $12.40 billion. Analyst sentiment remains positive with a consensus price target of $126.00, representing a 22% upside. Recent news highlights advertising opportunities with major events like the Super Bowl and ongoing FCC regulatory challenges.
The outlook for Disney is favorable, driven by earnings momentum, strategic investments in parks and streaming, and a dominant position in entertainment. Key risks include regulatory disputes with the FCC, box office underperformance of recent films, and economic sensitivity. With a P/E of 21.35 and robust cash flow, the stock offers value for long-term investors despite near-term volatility.
Trailing returns across standard periods
Latest headlines on both assets
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 →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →