Crown Castle (CCI)vsSBA Communications Corp (SBAC)
CCI
Crown Castle
$76.96
-2.07%
REAL ESTATE · Cap: $33.56B
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 51% more annual revenue ($4.26B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 10.4%. CCI appears more attractively valued with a PEG of 0.81. SBAC earns a higher WallStSmart Score of 57/100 (C).
CCI
Buy52
out of 100
Grade: C-
SBAC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-96.7%
Fair Value
$43.75
Current Price
$76.96
$33.21 premium
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$165.15
$293.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 49.2%
Conservative balance sheet, low leverage
Growing faster than its price suggests
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -2.1% — below average capital efficiency
Revenue declined 4.3%
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CCI
The strongest argument for CCI centers on Operating Margin, Debt/Equity, PEG Ratio. PEG of 0.81 suggests the stock is reasonably priced for its growth.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CCI profiles as a declining stock while SBAC is a value play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.95 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
CCI generates stronger free cash flow (811M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (57/100 vs 52/100), backed by strong 37.4% 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 →SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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