Crown Castle (CCI)vsDigital Realty Trust Inc (DLR)
CCI
Crown Castle
$76.96
-2.07%
REAL ESTATE · Cap: $33.56B
DLR
Digital Realty Trust Inc
$176.43
+0.98%
REAL ESTATE · Cap: $55.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Digital Realty Trust Inc generates 37% more annual revenue ($5.84B vs $4.26B). DLR leads profitability with a 24.0% profit margin vs 10.4%. CCI appears more attractively valued with a PEG of 0.81. DLR earns a higher WallStSmart Score of 59/100 (C).
CCI
Buy52
out of 100
Grade: C-
DLR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-96.7%
Fair Value
$43.75
Current Price
$76.96
$33.21 premium
Margin of Safety
+3.4%
Fair Value
$180.65
Current Price
$176.43
$4.22 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 49.2%
Conservative balance sheet, low leverage
Growing faster than its price suggests
Earnings expanding 60.3% YoY
Large-cap with strong market position
Keeps 24 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -2.1% — below average capital efficiency
Revenue declined 4.3%
ROE of 5.8% — below average capital efficiency
Elevated debt levels
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CCI
The strongest argument for CCI centers on Operating Margin, Debt/Equity, PEG Ratio. PEG of 0.81 suggests the stock is reasonably priced for its growth.
Bull Case : DLR
The strongest argument for DLR centers on EPS Growth, Market Cap, Profit Margin. Profitability is solid with margins at 24.0% and operating margin at 13.3%. Revenue growth of 11.1% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : DLR
The primary concerns for DLR are Return on Equity, Debt/Equity, PEG Ratio. A P/E of 41.0x leaves little room for execution misses.
Key Dynamics to Monitor
CCI profiles as a declining stock while DLR is a mature play — different risk/reward profiles.
DLR carries more volatility with a beta of 1.12 — expect wider price swings.
DLR is growing revenue faster at 11.1% — sustainability is the question.
CCI generates stronger free cash flow (811M), providing more financial flexibility.
Bottom Line
DLR scores higher overall (59/100 vs 52/100), backed by strong 24.0% margins and 11.1% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Crown Castle
REAL ESTATE · REIT - SPECIALTY · USA
Crown Castle is a real estate investment trust and provider of shared communications infrastructure in the United States. Its network includes over 40,000 cell towers and nearly 80,000 route miles of fiber supporting small cells and fiber solutions. Headquartered in Houston, Texas, the company has 100 offices nationwide.
Visit Website →Digital Realty Trust Inc
REAL ESTATE · REIT - SPECIALTY · USA
Digital Realty Trust, Inc. is a real estate investment trust that invests in carrier-neutral data centers and provides colocation and peering services.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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