Crown Castle (CCI)vsServiceNow Inc (NOW)
CCI
Crown Castle
$85.87
-0.35%
REAL ESTATE · Cap: $37.47B
NOW
ServiceNow Inc
$88.89
-0.65%
TECHNOLOGY · Cap: $91.07B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 231% more annual revenue ($13.96B vs $4.21B). CCI leads profitability with a 25.1% profit margin vs 12.6%. NOW appears more attractively valued with a PEG of 0.86. NOW earns a higher WallStSmart Score of 59/100 (C).
CCI
Buy51
out of 100
Grade: C-
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.3%
Fair Value
$75.96
Current Price
$85.87
$9.91 premium
Margin of Safety
+86.1%
Fair Value
$636.49
Current Price
$88.89
$547.60 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
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
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%
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
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 : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.86 suggests the stock is reasonably priced for its growth.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : NOW
The primary concerns for NOW are EPS Growth, Altman Z-Score, Piotroski F-Score. A P/E of 52.6x leaves little room for execution misses.
Key Dynamics to Monitor
CCI profiles as a declining stock while NOW is a growth play — different risk/reward profiles.
NOW carries more volatility with a beta of 1.00 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
NOW scores higher overall (59/100 vs 51/100) and 22.1% revenue growth. 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 →ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
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