Hey there,
This is probably the question you had - so we like AT which is why it was added to our watchlist at around the $4.00 range before it skyrocketed. It has since lost around 50% of its value but even in the low to mid teens, this doesn't make it cheap. I'd say its fairly priced here - trading at around 6 time sales. I don't pay too much attention to earnings as it is still very early stages here and prefer instead to focus on revenue growth. Revenue is expected to growth at around 30% annually which is a pretty decent rate and paying 6 times revenue for that type of growth is reasonable.
That being said, ARE and AT are completely different companies, have nothing in common and it is impossible to compare one to the other. I hold ARE as a good solid dividend stock with good growth prospects. I hold higher risk companies like AT in my growth portion but would not exchange one for another because they serve different purposes. Since everyone has their own individual goals, I can't comment on selling ARE and buying AT but what I can say is that it is far from an Apples to Apples comparison.
Personally, I like both stocks. IMO ARE is better valued here, and it is up 10% in 2021. While this doesn't seem like much, generating 10% + dividend is the first six months of the year is an excellent return. For its part, AT is around fair value but will be much more volatile than ARE. It can just as easily drop below $10 than it can jump above $15. So be sure that it is within your risk tolerance.
Mat