Crown Castle (CCI)vsFour Corners Property Trust Inc (FCPT)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
FCPT
Four Corners Property Trust Inc
$25.57
+0.99%
REAL ESTATE · Cap: $2.78B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 1332% more annual revenue ($4.21B vs $294.13M). FCPT leads profitability with a 38.2% profit margin vs 25.1%. FCPT trades at a lower P/E of 23.2x. FCPT earns a higher WallStSmart Score of 54/100 (C-).
CCI
Buy51
out of 100
Grade: C-
FCPT
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.3%
Fair Value
$75.99
Current Price
$88.78
$12.79 premium
Margin of Safety
+40.3%
Fair Value
$42.31
Current Price
$25.57
$16.74 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
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
Reasonable price relative to book value
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%
0.6% earnings growth
ROE of 7.3% — below average capital efficiency
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%. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bull Case : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.2% and operating margin at 62.6%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while FCPT is a mature play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.96 — expect wider price swings.
FCPT is growing revenue faster at 6.9% — sustainability is the question.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FCPT scores higher overall (54/100 vs 51/100), backed by strong 38.2% margins. Both earn "Buy" and "Buy" 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 →Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a distinguished real estate investment trust (REIT) focused on acquiring and managing a diversified portfolio of high-quality retail and restaurant properties throughout the United States. The company mainly invests in single-tenant net lease properties, strategically aligning its interests with well-established restaurant brands to ensure stable cash flow and sustainable growth. FCPT's commitment to rigorous asset management and a robust leasing framework positions it favorably in a dynamic retail landscape, aiming to optimize long-term value for its investors while responding adeptly to evolving consumer demands.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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