American Tower Corp vs Paycom Software Inc — how do they compare? American Tower Corp trades at $169.54 (market cap $78.54B), while Paycom Software Inc trades at $145.42 (market cap $6.48B). The key difference: American Tower Corp is far larger — about 12.1× Paycom Software Inc's market cap, and American Tower Corp pays the higher dividend (4.14%). Which is the better fit depends on your goals.
| AMT | PAYC | |
|---|---|---|
Market Cap | $78.54B | $6.48B |
Sector | Real Estate | Technology |
52-Week High | $232.35 | $238.80 |
52-Week Low | $162.11 | $113.59 |
Enterprise Value | $122.07B | $7.09B |
Dividend Yield | 4.14% | 1.08% |
Signals from Pluang's Aura AI — not financial advice
American Tower (AMT) trades at $168.59, up 2.18% today, with strong earnings beats in recent quarters. The stock shows bearish technical signals but maintains robust fundamentals including a 26.81% net margin and 82.19% ROE. Recent news highlights its data center growth and sustainability initiatives, while analyst consensus remains strongly bullish with a $214.10 price target.
AMT presents a compelling long-term investment opportunity given its high profitability, dividend yield, and market leadership, though elevated debt levels and near-term technical weakness pose risks. Upside potential exists if the company continues executing on 5G and data center expansion, but investors should monitor interest rate sensitivity and competitive pressures.
Paycom Software (PAYC) trades at $139.08, down 0.34% on the day, with a bullish technical signal from moving averages. The stock shows strong profitability with a 22.44% net income margin and 37.15% ROE, though recent Q3 2025 EPS slightly missed expectations. Recent board appointments and industry awards highlight ongoing corporate development. The consensus price target is $151.00, suggesting potential upside from current levels.
The outlook remains balanced with solid fundamentals supporting growth, but risks include competitive pressures and execution challenges. Analyst sentiment is mixed with near-equal buy and hold ratings. Revenue growth stability and margin maintenance are key for sustained investor confidence amid a neutral oscillator signal.
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 →Paycom is a fast-growing provider of payroll and human capital management, or HCM, software primarily targeting clients with 50-10,000 employees in the United States. Paycom was established in 1998 and services about 18,000 clients as of 2021, based on parent company grouping. Alongside its core payroll software, Paycom offers various HCM add-on modules, including time and attendance, talent management, and benefits administration.
Read more on PAYC →