Crown Castle (CCI)vsExtra Space Storage Inc (EXR)
CCI
Crown Castle
$91.50
+0.45%
REAL ESTATE · Cap: $39.94B
EXR
Extra Space Storage Inc
$144.31
-1.03%
REAL ESTATE · Cap: $31.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 21% more annual revenue ($4.21B vs $3.48B). EXR leads profitability with a 27.1% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.48. EXR earns a higher WallStSmart Score of 51/100 (C-).
CCI
Buy51
out of 100
Grade: C-
EXR
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-30.0%
Fair Value
$66.23
Current Price
$91.50
$25.27 premium
Margin of Safety
-7.2%
Fair Value
$132.91
Current Price
$144.31
$11.40 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 47.7%
Conservative balance sheet, low leverage
Keeps 25 of every $100 in revenue as profit
Strong operational efficiency at 44.0%
Keeps 27 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 -206.7% — below average capital efficiency
Revenue declined 4.8%
Premium valuation, high expectations priced in
3.8% revenue growth
ROE of 7.1% — below average capital efficiency
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CCI
The strongest argument for CCI centers on Operating Margin, Debt/Equity, Profit Margin. Profitability is solid with margins at 25.1% and operating margin at 47.7%. PEG of 1.48 suggests the stock is reasonably priced for its growth.
Bull Case : EXR
The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 27.1% and operating margin at 44.0%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : EXR
The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
CCI profiles as a declining stock while EXR is a value play — different risk/reward profiles.
EXR carries more volatility with a beta of 1.23 — expect wider price swings.
EXR is growing revenue faster at 3.8% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
CCI scores higher overall (51/100 vs 51/100), backed by strong 25.1% margins. 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 →Extra Space Storage Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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