Crown Castle (CCI)vsMFA Financial Inc (MFA)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
MFA
MFA Financial Inc
$9.15
-3.38%
REAL ESTATE · Cap: $947.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 1362% more annual revenue ($4.21B vs $288.15M). MFA leads profitability with a 46.7% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.50. CCI earns a higher WallStSmart Score of 49/100 (D+).
CCI
Hold49
out of 100
Grade: D+
MFA
Hold47
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
+48.2%
Fair Value
$18.75
Current Price
$9.15
$9.60 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 47 of every $100 in revenue as profit
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%
Expensive relative to growth rate
Smaller company, higher risk/reward
ROE of 7.6% — below average capital efficiency
Revenue declined 46.5%
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 : MFA
The strongest argument for MFA centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 46.7% and operating margin at -2.3%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : MFA
The primary concerns for MFA are PEG Ratio, Market Cap, Return on Equity. Debt-to-equity of 3.65 is elevated, increasing financial risk.
Key Dynamics to Monitor
MFA carries more volatility with a beta of 1.50 — expect wider price swings.
CCI is growing revenue faster at -4.8% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CCI scores higher overall (49/100 vs 47/100), backed by strong 25.1% margins. MFA offers better value entry with a 48.2% margin of safety. 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 →MFA Financial Inc
REAL ESTATE · REIT - MORTGAGE · USA
MFA Financial, Inc., is a real estate investment trust (REIT) in the United States. The company is headquartered in New York, New York.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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