Crown Castle (CCI)vsSimon Property Group Inc (SPG)
CCI
Crown Castle
$73.06
-0.92%
REAL ESTATE · Cap: $32.32B
SPG
Simon Property Group Inc
$205.32
+0.42%
REAL ESTATE · Cap: $77.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Simon Property Group Inc generates 67% more annual revenue ($6.94B vs $4.16B). SPG leads profitability with a 66.6% profit margin vs 20.7%. CCI appears more attractively valued with a PEG of 0.60. SPG earns a higher WallStSmart Score of 57/100 (C).
CCI
Buy52
out of 100
Grade: C-
SPG
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-28.1%
Fair Value
$67.21
Current Price
$73.06
$5.85 premium
Margin of Safety
-20.6%
Fair Value
$161.47
Current Price
$205.32
$43.85 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 46.8%
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Every $100 of equity generates 104 in profit
Keeps 67 of every $100 in revenue as profit
Strong operational efficiency at 46.0%
Large-cap with strong market position
Attractively priced relative to earnings
19.5% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -206.7% — below average capital efficiency
Revenue declined 4.9%
Trading at 15.1x book value
Expensive relative to growth rate
Earnings declined 12.5%
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 20.7% and operating margin at 46.8%. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : SPG
The strongest argument for SPG centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 66.6% and operating margin at 46.0%. Revenue growth of 19.5% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : SPG
The primary concerns for SPG are Price/Book, PEG Ratio, EPS Growth. Debt-to-equity of 6.64 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCI profiles as a declining stock while SPG is a growth play — different risk/reward profiles.
SPG carries more volatility with a beta of 1.31 — expect wider price swings.
SPG is growing revenue faster at 19.5% — sustainability is the question.
SPG generates stronger free cash flow (959M), providing more financial flexibility.
Bottom Line
SPG scores higher overall (57/100 vs 52/100), backed by strong 66.6% margins and 19.5% 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 →Simon Property Group Inc
REAL ESTATE · REIT - RETAIL · USA
Simon Property Group, Inc. is a real estate investment trust that invests in shopping malls, outlet centers, and community/lifestyle centers. It is the largest owner of shopping malls in the United States and is headquartered in Indianapolis, Indiana.
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