Crown Castle (CCI)vsFirst Industrial Realty Trust Inc (FR)
CCI
Crown Castle
$78.59
+0.80%
REAL ESTATE · Cap: $34.27B
FR
First Industrial Realty Trust Inc
$57.18
-1.70%
REAL ESTATE · Cap: $7.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 486% more annual revenue ($4.26B vs $727.56M). FR leads profitability with a 34.0% profit margin vs 10.4%. CCI appears more attractively valued with a PEG of 0.81. FR earns a higher WallStSmart Score of 58/100 (C).
CCI
Hold49
out of 100
Grade: D+
FR
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-96.7%
Fair Value
$43.75
Current Price
$78.59
$34.84 premium
Margin of Safety
-2.0%
Fair Value
$58.19
Current Price
$57.18
$1.01 premium
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
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 42.1%
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 4.3%
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.0% and operating margin at 42.1%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : FR
The primary concerns for FR are P/E Ratio, PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
CCI profiles as a declining stock while FR is a mature play — different risk/reward profiles.
FR carries more volatility with a beta of 1.12 — expect wider price swings.
FR is growing revenue faster at 7.7% — sustainability is the question.
CCI generates stronger free cash flow (811M), providing more financial flexibility.
Bottom Line
FR scores higher overall (58/100 vs 49/100), backed by strong 34.0% 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 →First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
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