Crown Castle (CCI)vsTrade Desk Inc (TTD)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
TTD
Trade Desk Inc
$19.95
-5.14%
COMMUNICATION SERVICES · Cap: $9.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 42% more annual revenue ($4.21B vs $2.97B). CCI leads profitability with a 25.1% profit margin vs 14.6%. TTD appears more attractively valued with a PEG of 0.92. TTD earns a higher WallStSmart Score of 56/100 (C).
CCI
Hold49
out of 100
Grade: D+
TTD
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.8%
Fair Value
$66.29
Current Price
$94.49
$28.20 premium
Intrinsic value data unavailable for TTD.
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
Conservative balance sheet, low leverage
Growing faster than its price suggests
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%
Earnings declined 20.0%
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%.
Bull Case : TTD
The strongest argument for TTD centers on Debt/Equity, PEG Ratio. Revenue growth of 11.8% demonstrates continued momentum. PEG of 0.92 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 : TTD
The primary concerns for TTD are EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while TTD is a value play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.02 — expect wider price swings.
TTD is growing revenue faster at 11.8% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
TTD scores higher overall (56/100 vs 49/100) and 11.8% revenue growth. Both earn "Buy" and "Hold" 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 →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?