Crown Castle (CCI)vsGaming & Leisure Properties (GLPI)
CCI
Crown Castle
$94.49
+0.75%
REAL ESTATE · Cap: $40.22B
GLPI
Gaming & Leisure Properties
$47.17
+2.10%
REAL ESTATE · Cap: $13.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 160% more annual revenue ($4.21B vs $1.62B). GLPI leads profitability with a 55.1% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.50. GLPI earns a higher WallStSmart Score of 67/100 (B-).
CCI
Hold49
out of 100
Grade: D+
GLPI
Strong Buy67
out of 100
Grade: B-
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
+23.3%
Fair Value
$60.27
Current Price
$47.17
$13.10 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 55 of every $100 in revenue as profit
Strong operational efficiency at 79.4%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 36.4% YoY
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%
Elevated debt levels
Expensive relative to growth rate
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 : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 55.1% and operating margin at 79.4%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : GLPI
The primary concerns for GLPI are Debt/Equity, PEG Ratio, Altman Z-Score. Debt-to-equity of 1.81 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCI profiles as a declining stock while GLPI is a mature play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.95 — expect wider price swings.
GLPI is growing revenue faster at 6.3% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
GLPI scores higher overall (67/100 vs 49/100), backed by strong 55.1% margins. Both earn "Strong 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 →Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a leading real estate investment trust (REIT) focused on acquiring and managing high-quality gaming and related facility assets across the United States. Its robust portfolio features long-term leases with reputable gaming operators, providing a reliable and resilient income stream fueled by robust sector demand. Utilizing an innovative investment approach, GLPI not only maximizes rental income but also affords its tenants operational flexibility, enabling the company to adapt to the dynamic gaming and entertainment landscape. With its strategic positioning, GLPI offers institutional investors a compelling opportunity to gain exposure to the growing intersection of real estate and the gaming industry, promising attractive and consistent returns.
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