Crown Castle (CCI)vsGaming & Leisure Properties (GLPI)
CCI
Crown Castle
$76.96
-2.07%
REAL ESTATE · Cap: $33.56B
GLPI
Gaming & Leisure Properties
$45.63
-0.78%
REAL ESTATE · Cap: $13.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 167% more annual revenue ($4.26B vs $1.59B). GLPI leads profitability with a 51.7% profit margin vs 10.4%. CCI appears more attractively valued with a PEG of 0.81. GLPI earns a higher WallStSmart Score of 61/100 (C+).
CCI
Buy52
out of 100
Grade: C-
GLPI
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-96.7%
Fair Value
$43.75
Current Price
$76.96
$33.21 premium
Margin of Safety
+58.2%
Fair Value
$110.68
Current Price
$45.63
$65.05 discount
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 52 of every $100 in revenue as profit
Strong operational efficiency at 89.3%
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -2.1% — below average capital efficiency
Revenue declined 4.3%
4.5% revenue growth
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, PEG Ratio. PEG of 0.81 suggests the stock is reasonably priced for its growth.
Bull Case : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 51.7% and operating margin at 89.3%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : GLPI
The primary concerns for GLPI are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CCI profiles as a declining stock while GLPI is a value play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.95 — expect wider price swings.
GLPI is growing revenue faster at 4.5% — sustainability is the question.
CCI generates stronger free cash flow (811M), providing more financial flexibility.
Bottom Line
GLPI scores higher overall (61/100 vs 52/100), backed by strong 51.7% 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 →Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a leading real estate investment trust (REIT) focused on the acquisition and management of gaming and related facility assets across the United States. The company operates a well-diversified portfolio, leasing properties to established gaming operators, which enables it to generate stable and resilient income streams buoyed by robust demand in the gaming sector. With its innovative investment approach, GLPI not only maximizes rental income but also provides operational flexibility to tenants, making it well-positioned to leverage emerging trends in the gaming and entertainment industries. For institutional investors seeking a strategic entry point into the intersection of real estate and gaming, GLPI represents a compelling investment opportunity aimed at delivering consistent returns.
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