American Tower Corp vs Tractor Supply Co — how do they compare? American Tower Corp trades at $169.8 (market cap $78.54B), while Tractor Supply Co trades at $30.5 (market cap $15.96B). The key difference: American Tower Corp is far larger — about 4.9× Tractor Supply Co's market cap, and American Tower Corp pays the higher dividend (4.14%). Which is the better fit depends on your goals.
| AMT | TSCO | |
|---|---|---|
Market Cap | $78.54B | $15.96B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $232.35 | $62.65 |
52-Week Low | $162.11 | $29.14 |
Enterprise Value | $122.07B | $22.14B |
Dividend Yield | 4.14% | 3.15% |
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.
Tractor Supply (TSCO) trades at $30.43, up 1.0% on the day, with a bearish technical signal despite neutral oscillators. The company maintains stable revenue growth to $15.52B in 2025 with consistent $1.1B net income, though profit margins show slight compression. Recent earnings show mixed results with Q2 2026 expectations at $0.85 EPS. Analyst consensus is divided with 48% buy ratings and a $42.15 price target, representing 38% upside potential from current levels.
TSCO presents a compelling valuation case with P/E of 14.99 below industry averages, supported by strong ROE of 45.5% and dividend payments. Key risks include recent earnings misses, competitive retail pressures, and consumer spending sensitivity. The stock's current technical weakness near support at $29 creates potential entry opportunity for value-oriented investors seeking rural retail exposure.
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 →Tractor Supply is the largest operator of retail farm and ranch stores in the United States. The company targets recreational farmers and ranchers and has little exposure to commercial and industrial farm operations. Currently, the company operates 2,016 of its namesake banners in 49 states and 178 Petsense stores. Stores are typically located in towns outside of urban areas and in rural communities. In fiscal 2021, revenue consisted primarily of livestock and pet (47%), hardware, tools, and truck (21%), and seasonal gift and toy (21%).
Read more on TSCO →