Crown Castle (CCI)vsJBG SMITH Properties (JBGS)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
JBGS
JBG SMITH Properties
$14.89
+0.20%
REAL ESTATE · Cap: $894.31M
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 735% more annual revenue ($4.21B vs $504.51M). CCI leads profitability with a 25.1% profit margin vs -22.2%. JBGS earns a higher WallStSmart Score of 49/100 (D+).
CCI
Hold49
out of 100
Grade: D+
JBGS
Hold49
out of 100
Grade: D+
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
+0.3%
Fair Value
$16.16
Current Price
$14.89
$1.27 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
Reasonable price relative to book value
Earnings expanding 59.5% YoY
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%
Smaller company, higher risk/reward
Operating margin of 1.1%
ROE of -9.8% — below average capital efficiency
Negative free cash flow — burning cash
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 : JBGS
The strongest argument for JBGS centers on Price/Book, EPS Growth.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : JBGS
The primary concerns for JBGS are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 2.26 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCI profiles as a declining stock while JBGS is a turnaround play — different risk/reward profiles.
JBGS carries more volatility with a beta of 1.05 — expect wider price swings.
JBGS is growing revenue faster at 5.9% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
CCI scores higher overall (49/100 vs 49/100), backed by strong 25.1% margins. Both earn "Hold" 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 →JBG SMITH Properties
REAL ESTATE · REIT - DIVERSIFIED · USA
JBG SMITH is an S&P 400 company that owns, operates, invests, and develops a dynamic portfolio of high-growth mixed-use properties in and around Washington, DC.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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