Crown Castle (CCI)vsFirst Industrial Realty Trust Inc (FR)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
FR
First Industrial Realty Trust Inc
$61.58
-0.16%
REAL ESTATE · Cap: $8.18B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 465% more annual revenue ($4.21B vs $745.20M). FR leads profitability with a 46.0% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.50. FR earns a higher WallStSmart Score of 66/100 (B-).
CCI
Hold49
out of 100
Grade: D+
FR
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.8%
Fair Value
$66.29
Current Price
$94.49
$28.20 premium
Margin of Safety
-41.8%
Fair Value
$41.89
Current Price
$61.58
$19.69 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
Keeps 46 of every $100 in revenue as profit
Strong operational efficiency at 35.0%
Earnings expanding 199.7% YoY
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%
Weak financial health signals
Expensive relative to growth rate
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 : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 46.0% and operating margin at 35.0%.
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 Piotroski F-Score, PEG Ratio, Altman Z-Score.
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 1.08 — expect wider price swings.
FR is growing revenue faster at 10.0% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
FR scores higher overall (66/100 vs 49/100), backed by strong 46.0% margins. Both earn "Strong 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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