Crown Castle (CCI)vsFrp Holdings Ord (FRPH)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
FRPH
Frp Holdings Ord
$21.01
+1.11%
REAL ESTATE · Cap: $413.88M
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 12386% more annual revenue ($4.21B vs $33.74M). CCI leads profitability with a 25.1% profit margin vs 9.9%. FRPH appears more attractively valued with a PEG of 1.12. CCI earns a higher WallStSmart Score of 51/100 (C-).
CCI
Buy51
out of 100
Grade: C-
FRPH
Hold40
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.3%
Fair Value
$75.96
Current Price
$88.78
$12.82 premium
Margin of Safety
-23.9%
Fair Value
$19.28
Current Price
$21.01
$1.73 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
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%
Smaller company, higher risk/reward
ROE of 0.6% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
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 : FRPH
The strongest argument for FRPH centers on Price/Book. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : FRPH
The primary concerns for FRPH are Market Cap, Return on Equity, Piotroski F-Score. A P/E of 119.9x leaves little room for execution misses.
Key Dynamics to Monitor
CCI profiles as a declining stock while FRPH is a value play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.96 — expect wider price swings.
FRPH is growing revenue faster at 8.9% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
CCI scores higher overall (51/100 vs 40/100), backed by strong 25.1% 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.
Visit Website →Frp Holdings Ord
REAL ESTATE · REAL ESTATE SERVICES · USA
FRP Holdings, Inc. is a real estate investment and development company in the United States. The company is headquartered in Jacksonville, Florida.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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