WallStSmart

Crown Castle (CCI)vsExtra Space Storage Inc (EXR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Crown Castle generates 24% more annual revenue ($4.26B vs $3.45B). EXR leads profitability with a 28.3% profit margin vs 10.4%. CCI appears more attractively valued with a PEG of 0.81. EXR earns a higher WallStSmart Score of 57/100 (C).

CCI

Hold

49

out of 100

Grade: D+

Growth: 3.3Profit: 6.0Value: 4.7Quality: 4.5
Piotroski: 3/9Altman Z: -0.67

EXR

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 7.5Value: 4.7Quality: 3.5
Piotroski: 3/9Altman Z: 0.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CCISignificantly Overvalued (-96.7%)

Margin of Safety

-96.7%

Fair Value

$43.75

Current Price

$78.59

$34.84 premium

UndervaluedFair: $43.75Overvalued
EXRUndervalued (+3.2%)

Margin of Safety

+3.2%

Fair Value

$147.25

Current Price

$128.96

$18.29 discount

UndervaluedFair: $147.25Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CCI3 strengths · Avg: 9.3/10
Operating MarginProfitability
49.2%10/10

Strong operational efficiency at 49.2%

Debt/EquityHealth
-18.0810/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.818/10

Growing faster than its price suggests

EXR3 strengths · Avg: 9.0/10
Operating MarginProfitability
44.5%10/10

Strong operational efficiency at 44.5%

Profit MarginProfitability
28.3%9/10

Keeps 28 of every $100 in revenue as profit

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Areas to Watch

CCI4 concerns · Avg: 2.8/10
P/E RatioValuation
31.2x4/10

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
-4.3%2/10

Revenue declined 4.3%

EXR4 concerns · Avg: 3.5/10
P/E RatioValuation
28.1x4/10

Moderate valuation

Revenue GrowthGrowth
4.6%4/10

4.6% revenue growth

Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Debt/EquityHealth
1.003/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull 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 : EXR

The strongest argument for EXR centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.3% and operating margin at 44.5%.

Bear Case : CCI

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

Bear Case : EXR

The primary concerns for EXR are P/E Ratio, Revenue Growth, Return on Equity.

Key Dynamics to Monitor

CCI profiles as a declining stock while EXR is a value play — different risk/reward profiles.

EXR carries more volatility with a beta of 1.24 — expect wider price swings.

EXR is growing revenue faster at 4.6% — sustainability is the question.

CCI generates stronger free cash flow (811M), providing more financial flexibility.

Bottom Line

EXR scores higher overall (57/100 vs 49/100), backed by strong 28.3% 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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Extra Space Storage Inc

REAL ESTATE · REIT - INDUSTRIAL · USA

Extra Space Storage is a real estate investment trust headquartered in Cottonwood Heights, Utah that invests in self storage units.

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