WallStSmart

Crown Castle (CCI)vsEssex Property Trust Inc (ESS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crown Castle generates 114% more annual revenue ($4.21B vs $1.97B). ESS leads profitability with a 29.1% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.50. ESS earns a higher WallStSmart Score of 53/100 (C-).

CCI

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 7.0Value: 4.0Quality: 4.5
Piotroski: 3/9Altman Z: -0.67

ESS

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 5.3Quality: 3.5
Piotroski: 4/9Altman Z: 0.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCISignificantly Overvalued (-29.8%)

Margin of Safety

-29.8%

Fair Value

$66.29

Current Price

$94.49

$28.20 premium

UndervaluedFair: $66.29Overvalued
ESSUndervalued (+35.2%)

Margin of Safety

+35.2%

Fair Value

$403.62

Current Price

$285.43

$118.19 discount

UndervaluedFair: $403.62Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCI3 strengths · Avg: 9.7/10
Operating MarginProfitability
47.7%10/10

Strong operational efficiency at 47.7%

Debt/EquityHealth
-12.8610/10

Conservative balance sheet, low leverage

Profit MarginProfitability
25.1%9/10

Keeps 25 of every $100 in revenue as profit

ESS2 strengths · Avg: 9.5/10
Operating MarginProfitability
35.2%10/10

Strong operational efficiency at 35.2%

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

Areas to Watch

CCI4 concerns · Avg: 2.8/10
P/E RatioValuation
38.9x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-206.7%2/10

ROE of -206.7% — below average capital efficiency

Revenue GrowthGrowth
-4.8%2/10

Revenue declined 4.8%

ESS4 concerns · Avg: 2.8/10
P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Debt/EquityHealth
1.263/10

Elevated debt levels

PEG RatioValuation
7.392/10

Expensive relative to growth rate

EPS GrowthGrowth
-47.8%2/10

Earnings declined 47.8%

Comparative Analysis Report

WallStSmart Research

Bull 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 : ESS

The strongest argument for ESS centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.1% and operating margin at 35.2%.

Bear Case : CCI

The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.

Bear Case : ESS

The primary concerns for ESS are P/E Ratio, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

CCI profiles as a declining stock while ESS is a mature play — different risk/reward profiles.

CCI carries more volatility with a beta of 0.95 — expect wider price swings.

ESS is growing revenue faster at 6.4% — sustainability is the question.

CCI generates stronger free cash flow (452M), providing more financial flexibility.

Bottom Line

ESS scores higher overall (53/100 vs 49/100), backed by strong 29.1% 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.

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Essex Property Trust Inc

REAL ESTATE · REIT - RESIDENTIAL · USA

Essex Property Trust is a publicly traded real estate investment trust that invests in apartments, primarily on the West Coast of the United States.

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