American Tower Corp vs Shopify Inc. — how do they compare? American Tower Corp trades at $171.04 (market cap $79.00B), while Shopify Inc. trades at $149.18 (market cap $196.35B). The key difference: Shopify Inc. is far larger — about 2.5× American Tower Corp's market cap, and American Tower Corp pays a 4.12% dividend while Shopify Inc. pays none. Which is the better fit depends on your goals.
| AMT | SHOP | |
|---|---|---|
Market Cap | $79.00B | $196.35B |
Sector | Real Estate | Technology |
52-Week High | $211.88 | $179.01 |
52-Week Low | $162.11 | $95.40 |
Enterprise Value | $122.53B | $191.59B |
Dividend Yield | 4.12% | — |
Signals from Pluang's Aura AI — not financial advice
American Tower Corporation (AMT) trades at $171.4, up 1.35% over the past 24 hours, with a bearish technical signal from moving averages but strong fundamental performance. The company reported Q2 2026 earnings beats, with EPS of $1.86 versus $1.57 expected, and maintains robust profitability margins, including a net income margin of 26.81%. Recent news highlights accelerated lease contract growth and a positive analyst consensus.
The outlook for AMT is supported by solid earnings growth and a 27.3% upside to the consensus price target of $206.17, though risks include interest rate sensitivity and high debt levels. Investment appeal hinges on execution in telecom infrastructure and data center expansion, balanced against macroeconomic pressures.
Shopify (SHOP) trades at $149.68, down 3.54% today but maintains strong momentum following recent earnings beats. The stock shows bullish technical signals with moving averages supporting upward trends, while valuation ratios remain elevated. Recent Q2 2026 results exceeded expectations with 30%+ GMV growth and expanding AI-driven commerce capabilities, driving positive analyst sentiment.
Shopify's outlook remains positive with accelerating revenue growth and margin expansion, though premium valuation presents risk. The company's leadership in e-commerce and AI integration supports long-term growth potential, but investors should monitor competitive pressures and execution risks in a dynamic retail environment.
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 →Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →