Crown Castle (CCI)vsYum! Brands Inc (YUM)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
YUM
Yum! Brands Inc
$150.87
+1.88%
CONSUMER CYCLICAL · Cap: $42.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Yum! Brands Inc generates 101% more annual revenue ($8.49B vs $4.21B). CCI leads profitability with a 25.1% profit margin vs 20.5%. CCI appears more attractively valued with a PEG of 1.50. YUM earns a higher WallStSmart Score of 65/100 (C+).
CCI
Hold49
out of 100
Grade: D+
YUM
Buy65
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
-88.7%
Fair Value
$84.31
Current Price
$150.87
$66.56 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
Strong operational efficiency at 31.1%
Earnings expanding 72.2% YoY
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
15.2% 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 4.8%
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Weak financial health signals
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 : YUM
The strongest argument for YUM centers on Operating Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 20.5% and operating margin at 31.1%. Revenue growth of 15.2% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : YUM
The primary concerns for YUM are PEG Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while YUM is a growth play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.95 — expect wider price swings.
YUM is growing revenue faster at 15.2% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
YUM scores higher overall (65/100 vs 49/100), backed by strong 20.5% margins and 15.2% 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 →Yum! Brands Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Yum! Brands, Inc. is an American fast food corporation listed on the Fortune 1000. Yum! operates the brands KFC, Pizza Hut, Taco Bell, The Habit Burger Grill, and WingStreet worldwide, except in China, where the brands are operated by a separate company, Yum China.
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