Crown Castle (CCI)vsValmont Industries Inc (VMI)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
VMI
Valmont Industries Inc
$491.68
-1.14%
INDUSTRIALS · Cap: $9.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 1% more annual revenue ($4.21B vs $4.16B). CCI leads profitability with a 25.1% profit margin vs 8.9%. CCI appears more attractively valued with a PEG of 1.42. VMI earns a higher WallStSmart Score of 60/100 (C).
CCI
Buy51
out of 100
Grade: C-
VMI
Buy60
out of 100
Grade: C
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
-75.0%
Fair Value
$273.13
Current Price
$491.68
$218.55 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
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Earnings expanding 27.5% 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
Moderate valuation
Weak financial health signals
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 : VMI
The strongest argument for VMI centers on Debt/Equity, Return on Equity, EPS Growth.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while VMI is a value play — different risk/reward profiles.
VMI carries more volatility with a beta of 1.24 — expect wider price swings.
VMI is growing revenue faster at 6.2% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
VMI scores higher overall (60/100 vs 51/100). 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 →Valmont Industries Inc
INDUSTRIALS · CONGLOMERATES · USA
Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?