Crown Castle (CCI)vsNational Retail Properties Inc (NNN)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
NNN
National Retail Properties Inc
$43.52
-1.18%
REAL ESTATE · Cap: $8.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 355% more annual revenue ($4.21B vs $926.21M). NNN leads profitability with a 42.1% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.42. NNN earns a higher WallStSmart Score of 54/100 (C-).
CCI
Buy51
out of 100
Grade: C-
NNN
Buy54
out of 100
Grade: C-
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
+43.5%
Fair Value
$76.27
Current Price
$43.52
$32.75 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 42 of every $100 in revenue as profit
Strong operational efficiency at 62.2%
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
Earnings declined 2.2%
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%. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bull Case : NNN
The strongest argument for NNN centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 42.1% and operating margin at 62.2%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : NNN
The primary concerns for NNN are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CCI profiles as a declining stock while NNN is a mature play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.96 — expect wider price swings.
NNN is growing revenue faster at 9.1% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
NNN scores higher overall (54/100 vs 51/100), backed by strong 42.1% 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 →National Retail Properties Inc
REAL ESTATE · REIT - RETAIL · USA
National Retail Properties invests primarily in high-quality retail properties generally subject to long-term net leases.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?