Crown Castle (CCI)vsNational Health Investors Inc (NHI)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
NHI
National Health Investors Inc
$76.91
+0.50%
REAL ESTATE · Cap: $3.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 1011% more annual revenue ($4.21B vs $379.29M). NHI leads profitability with a 37.5% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.42. CCI earns a higher WallStSmart Score of 51/100 (C-).
CCI
Buy51
out of 100
Grade: C-
NHI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.3%
Fair Value
$75.96
Current Price
$88.78
$12.82 premium
Margin of Safety
+32.5%
Fair Value
$130.65
Current Price
$76.91
$53.74 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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 61.3%
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%
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 2.6%
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%. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bull Case : NHI
The strongest argument for NHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 37.5% and operating margin at 61.3%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : NHI
The primary concerns for NHI are P/E Ratio, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
CCI carries more volatility with a beta of 0.96 — expect wider price swings.
NHI is growing revenue faster at -2.6% — 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 (51/100 vs 48/100), backed by strong 25.1% margins. NHI offers better value entry with a 32.5% margin of safety. 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 →National Health Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in the sale and leaseback, joint ventures, mortgages, and interim financing of discretionary and medical-based home and investment investments. in needs.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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