Crown Castle (CCI)vsRealty Income Corporation (O)
CCI
Crown Castle
$79.09
+4.41%
REAL ESTATE · Cap: $34.55B
O
Realty Income Corporation
$65.54
-0.29%
REAL ESTATE · Cap: $60.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Realty Income Corporation generates 41% more annual revenue ($5.93B vs $4.21B). CCI leads profitability with a 25.1% profit margin vs 18.9%. CCI appears more attractively valued with a PEG of 1.29. O earns a higher WallStSmart Score of 60/100 (C).
CCI
Buy51
out of 100
Grade: C-
O
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.7%
Fair Value
$66.36
Current Price
$79.09
$12.73 premium
Margin of Safety
-6.0%
Fair Value
$60.82
Current Price
$65.54
$4.72 premium
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
Strong operational efficiency at 45.5%
Large-cap with strong market position
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%
ROE of 2.9% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
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 1.29 suggests the stock is reasonably priced for its growth.
Bull Case : O
The strongest argument for O centers on Operating Margin, Market Cap, Price/Book. Profitability is solid with margins at 18.9% and operating margin at 45.5%. Revenue growth of 12.0% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : O
The primary concerns for O are Return on Equity, Piotroski F-Score, PEG Ratio. A P/E of 53.3x leaves little room for execution misses.
Key Dynamics to Monitor
CCI profiles as a declining stock while O is a mature play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.97 — expect wider price swings.
O is growing revenue faster at 12.0% — sustainability is the question.
O generates stronger free cash flow (848M), providing more financial flexibility.
Bottom Line
O scores higher overall (60/100 vs 51/100), backed by strong 18.9% margins and 12.0% 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 →Realty Income Corporation
REAL ESTATE · REIT - RETAIL · USA
Realty Income Corporation is a real estate investment trust that invests in free-standing, single-tenant commercial properties in the United States, Puerto Rico, and the United Kingdom that are subject to NNN Leases. The company is organized in Maryland with its headquarters in San Diego, California.
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