Crown Castle (CCI)vsVornado Realty Trust (VNO)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
VNO
Vornado Realty Trust
$35.21
+0.83%
REAL ESTATE · Cap: $7.84B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 127% more annual revenue ($4.21B vs $1.85B). VNO leads profitability with a 42.9% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.50. VNO earns a higher WallStSmart Score of 59/100 (C).
CCI
Hold49
out of 100
Grade: D+
VNO
Buy59
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
Margin of Safety
+33.5%
Fair Value
$45.49
Current Price
$35.21
$10.28 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 43 of every $100 in revenue as profit
Earnings expanding 1263.0% 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%
Elevated debt levels
Expensive relative to growth rate
Revenue declined 2.2%
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 : VNO
The strongest argument for VNO centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 42.9% and operating margin at 13.7%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : VNO
The primary concerns for VNO are Debt/Equity, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
VNO carries more volatility with a beta of 1.56 — expect wider price swings.
VNO is growing revenue faster at -2.2% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VNO scores higher overall (59/100 vs 49/100), backed by strong 42.9% margins. 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 →Vornado Realty Trust
REAL ESTATE · REIT - OFFICE · USA
Vornado Realty Trust is a real estate investment trust formed in Maryland, with its primary office in New York City. The company invests in office buildings and street retail in Manhattan.
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