Crown Castle (CCI)vsFour Corners Property Trust Inc (FCPT)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
FCPT
Four Corners Property Trust Inc
$24.70
+3.17%
REAL ESTATE · Cap: $2.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 1300% more annual revenue ($4.21B vs $300.82M). FCPT leads profitability with a 38.7% profit margin vs 25.1%. FCPT trades at a lower P/E of 22.8x. 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
-29.7%
Fair Value
$66.35
Current Price
$94.49
$28.14 premium
Margin of Safety
+32.0%
Fair Value
$37.14
Current Price
$24.70
$12.44 discount
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
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 4.8%
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 25.1% and operating margin at 47.7%.
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 0.95 — expect wider price swings.
FCPT is growing revenue faster at 6.9% — sustainability is the question.
CCI generates stronger free cash flow (452M), 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 distinguished real estate investment trust (REIT) that specializes in acquiring and managing a diversified portfolio of high-quality retail and restaurant properties throughout the United States. By focusing on single-tenant net lease agreements with well-established restaurant brands, FCPT aims to generate stable cash flows and promote sustainable growth. The company's commitment to proactive asset management and responsive leasing strategies enhances its adaptability to evolving market conditions, positioning FCPT to deliver consistent long-term value to its shareholders.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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