Crown Castle (CCI)vsWelltower Inc (WELL)
CCI
Crown Castle
$76.96
-2.07%
REAL ESTATE · Cap: $33.56B
WELL
Welltower Inc
$196.73
+0.06%
REAL ESTATE · Cap: $137.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Welltower Inc generates 154% more annual revenue ($10.84B vs $4.26B). CCI leads profitability with a 10.4% profit margin vs 8.6%. CCI appears more attractively valued with a PEG of 0.81. CCI earns a higher WallStSmart Score of 52/100 (C-).
CCI
Buy52
out of 100
Grade: C-
WELL
Hold39
out of 100
Grade: F
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
-2052.0%
Fair Value
$9.66
Current Price
$196.73
$187.07 premium
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
Revenue surging 41.3% year-over-year
Large-cap with strong market position
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%
ROE of 2.5% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 26.3%
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 : WELL
The strongest argument for WELL centers on Revenue Growth, Market Cap. Revenue growth of 41.3% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : WELL
The primary concerns for WELL are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 138.5x leaves little room for execution misses.
Key Dynamics to Monitor
CCI profiles as a declining stock while WELL is a hypergrowth play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.95 — expect wider price swings.
WELL is growing revenue faster at 41.3% — sustainability is the question.
CCI generates stronger free cash flow (811M), providing more financial flexibility.
Bottom Line
CCI scores higher overall (52/100 vs 39/100). 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 →Welltower Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Welltower Inc. is a real estate investment trust that invests in healthcare infrastructure.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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