Crown Castle (CCI)vsOmega Healthcare Investors Inc (OHI)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
OHI
Omega Healthcare Investors Inc
$46.73
-1.46%
REAL ESTATE · Cap: $14.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 254% more annual revenue ($4.21B vs $1.19B). OHI leads profitability with a 49.6% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.42. OHI earns a higher WallStSmart Score of 67/100 (B-).
CCI
Buy51
out of 100
Grade: C-
OHI
Strong Buy67
out of 100
Grade: B-
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
+39.2%
Fair Value
$76.96
Current Price
$46.73
$30.23 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 50 of every $100 in revenue as profit
Strong operational efficiency at 63.2%
Reasonable price relative to book value
Earnings expanding 34.6% YoY
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
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : OHI
The strongest argument for OHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 49.6% and operating margin at 63.2%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : OHI
The primary concerns for OHI are PEG Ratio, Free Cash Flow, Altman Z-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while OHI is a mature play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.96 — expect wider price swings.
OHI is growing revenue faster at 14.3% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
OHI scores higher overall (67/100 vs 51/100), backed by strong 49.6% margins and 14.3% revenue growth. Both earn "Strong 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 →Omega Healthcare Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Omega is a real estate investment trust that invests in the long-term healthcare industry, primarily skilled nursing and assisted living facilities.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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