Crown Castle (CCI)vsFour Corners Property Trust Inc (FCPT)
CCI
Crown Castle
$73.84
-4.92%
REAL ESTATE · Cap: $33.34B
FCPT
Four Corners Property Trust Inc
$25.27
+0.40%
REAL ESTATE · Cap: $2.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 1258% more annual revenue ($4.16B vs $306.40M). FCPT leads profitability with a 38.7% profit margin vs 20.7%. FCPT trades at a lower P/E of 23.3x. FCPT earns a higher WallStSmart Score of 54/100 (C-).
CCI
Hold49
out of 100
Grade: D+
FCPT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-31.5%
Fair Value
$65.46
Current Price
$73.84
$8.38 premium
Margin of Safety
+32.6%
Fair Value
$37.46
Current Price
$25.27
$12.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 46.8%
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
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 4.9%
0.6% earnings growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
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 20.7% and operating margin at 46.8%. PEG of 0.93 suggests the stock is reasonably priced for its growth.
Bull Case : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.7% and operating margin at 62.6%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while FCPT is a mature play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.97 — expect wider price swings.
FCPT is growing revenue faster at 6.9% — sustainability is the question.
CCI generates stronger free cash flow (472M), providing more financial flexibility.
Bottom Line
FCPT scores higher overall (54/100 vs 49/100), backed by strong 38.7% margins. Both earn "Buy" and "Hold" 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 →Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a prominent real estate investment trust (REIT) dedicated to acquiring and managing a high-quality portfolio of single-tenant retail and restaurant properties across the United States. With a strategic focus on net lease agreements with reputable brands, FCPT generates stable cash flows while emphasizing sustainability and long-term growth. The company’s proactive asset management and innovative leasing strategies enable it to effectively navigate market fluctuations, positioning FCPT for consistent value creation and reliable returns for its investors.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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