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NSA vs. AMT
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between NSA and AMT is 0.39, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Performance

NSA vs. AMT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in National Storage Affiliates Trust (NSA) and American Tower Corporation (AMT). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

NSA:

-0.03

AMT:

0.50

Sortino Ratio

NSA:

0.28

AMT:

1.06

Omega Ratio

NSA:

1.04

AMT:

1.14

Calmar Ratio

NSA:

0.04

AMT:

0.50

Martin Ratio

NSA:

0.11

AMT:

1.45

Ulcer Index

NSA:

15.65%

AMT:

12.53%

Daily Std Dev

NSA:

28.32%

AMT:

27.92%

Max Drawdown

NSA:

-55.05%

AMT:

-98.70%

Current Drawdown

NSA:

-38.97%

AMT:

-22.12%

Fundamentals

Market Cap

NSA:

$5.09B

AMT:

$99.10B

EPS

NSA:

$0.61

AMT:

$6.18

PE Ratio

NSA:

56.74

AMT:

34.25

PEG Ratio

NSA:

3.14

AMT:

50.79

PS Ratio

NSA:

7.02

AMT:

9.74

PB Ratio

NSA:

3.82

AMT:

27.08

Total Revenue (TTM)

NSA:

$762.54M

AMT:

$10.53B

Gross Profit (TTM)

NSA:

$558.67M

AMT:

$7.21B

EBITDA (TTM)

NSA:

$393.00M

AMT:

$7.45B

Returns By Period

In the year-to-date period, NSA achieves a -5.04% return, which is significantly lower than AMT's 16.36% return. Over the past 10 years, NSA has outperformed AMT with an annualized return of 15.32%, while AMT has yielded a comparatively lower 10.91% annualized return.


NSA

YTD

-5.04%

1M

-0.17%

6M

-13.79%

1Y

-0.73%

5Y*

12.95%

10Y*

15.32%

AMT

YTD

16.36%

1M

-2.90%

6M

10.55%

1Y

13.89%

5Y*

1.09%

10Y*

10.91%

*Annualized

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Risk-Adjusted Performance

NSA vs. AMT — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

NSA
The Risk-Adjusted Performance Rank of NSA is 4949
Overall Rank
The Sharpe Ratio Rank of NSA is 5050
Sharpe Ratio Rank
The Sortino Ratio Rank of NSA is 4545
Sortino Ratio Rank
The Omega Ratio Rank of NSA is 4343
Omega Ratio Rank
The Calmar Ratio Rank of NSA is 5353
Calmar Ratio Rank
The Martin Ratio Rank of NSA is 5252
Martin Ratio Rank

AMT
The Risk-Adjusted Performance Rank of AMT is 6969
Overall Rank
The Sharpe Ratio Rank of AMT is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of AMT is 6767
Sortino Ratio Rank
The Omega Ratio Rank of AMT is 6666
Omega Ratio Rank
The Calmar Ratio Rank of AMT is 7272
Calmar Ratio Rank
The Martin Ratio Rank of AMT is 6868
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

NSA vs. AMT - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for National Storage Affiliates Trust (NSA) and American Tower Corporation (AMT). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The current NSA Sharpe Ratio is -0.03, which is lower than the AMT Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of NSA and AMT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

NSA vs. AMT - Dividend Comparison

NSA's dividend yield for the trailing twelve months is around 6.38%, more than AMT's 3.10% yield.


TTM20242023202220212020201920182017201620152014
NSA
National Storage Affiliates Trust
6.38%5.94%5.38%5.95%2.30%3.75%3.78%4.38%3.82%3.99%3.15%0.00%
AMT
American Tower Corporation
3.10%3.53%2.99%2.77%1.78%2.02%1.64%1.99%1.84%2.05%1.87%1.42%

Drawdowns

NSA vs. AMT - Drawdown Comparison

The maximum NSA drawdown since its inception was -55.05%, smaller than the maximum AMT drawdown of -98.70%. Use the drawdown chart below to compare losses from any high point for NSA and AMT. For additional features, visit the drawdowns tool.


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Volatility

NSA vs. AMT - Volatility Comparison

The current volatility for National Storage Affiliates Trust (NSA) is 9.70%, while American Tower Corporation (AMT) has a volatility of 10.45%. This indicates that NSA experiences smaller price fluctuations and is considered to be less risky than AMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Financials

NSA vs. AMT - Financials Comparison

This section allows you to compare key financial metrics between National Storage Affiliates Trust and American Tower Corporation. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00B20212022202320242025
188.35M
2.56B
(NSA) Total Revenue
(AMT) Total Revenue
Values in USD except per share items

NSA vs. AMT - Profitability Comparison

The chart below illustrates the profitability comparison between National Storage Affiliates Trust and American Tower Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

40.0%50.0%60.0%70.0%80.0%90.0%100.0%20212022202320242025
100.0%
75.2%
(NSA) Gross Margin
(AMT) Gross Margin
NSA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, National Storage Affiliates Trust reported a gross profit of 188.35M and revenue of 188.35M. Therefore, the gross margin over that period was 100.0%.

AMT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Tower Corporation reported a gross profit of 1.93B and revenue of 2.56B. Therefore, the gross margin over that period was 75.2%.

NSA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, National Storage Affiliates Trust reported an operating income of 360.00K and revenue of 188.35M, resulting in an operating margin of 0.2%.

AMT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Tower Corporation reported an operating income of 1.25B and revenue of 2.56B, resulting in an operating margin of 48.9%.

NSA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, National Storage Affiliates Trust reported a net income of 21.76M and revenue of 188.35M, resulting in a net margin of 11.6%.

AMT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Tower Corporation reported a net income of 488.70M and revenue of 2.56B, resulting in a net margin of 19.1%.