Crown Castle (CCI)vsGaming & Leisure Properties (GLPI)
CCI
Crown Castle
$75.62
+2.37%
REAL ESTATE · Cap: $32.32B
GLPI
Gaming & Leisure Properties
$40.24
-1.81%
REAL ESTATE · Cap: $12.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 151% more annual revenue ($4.16B vs $1.66B). GLPI leads profitability with a 58.5% profit margin vs 20.7%. CCI appears more attractively valued with a PEG of 0.60. GLPI earns a higher WallStSmart Score of 70/100 (B-).
CCI
Buy52
out of 100
Grade: C-
GLPI
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-28.0%
Fair Value
$67.22
Current Price
$75.62
$8.40 premium
Margin of Safety
+21.9%
Fair Value
$59.17
Current Price
$40.24
$18.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 46.8%
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Keeps 59 of every $100 in revenue as profit
Strong operational efficiency at 77.5%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 47.9% YoY
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -206.7% — below average capital efficiency
Revenue declined 4.9%
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 20.7% and operating margin at 46.8%. PEG of 0.60 suggests the stock is reasonably priced for its growth.
Bull Case : GLPI
The strongest argument for GLPI centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 58.5% and operating margin at 77.5%.
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 1.68 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 0.97 — expect wider price swings.
GLPI is growing revenue faster at 9.0% — sustainability is the question.
CCI generates stronger free cash flow (472M), providing more financial flexibility.
Bottom Line
GLPI scores higher overall (70/100 vs 52/100), backed by strong 58.5% margins. Both earn "Strong 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 →Gaming & Leisure Properties
REAL ESTATE · REIT - SPECIALTY · USA
Gaming & Leisure Properties, Inc. (GLPI) is a premier real estate investment trust (REIT) specializing in the acquisition and management of high-quality gaming and gaming-related facilities across the United States. By establishing long-term leases with leading gaming operators, GLPI secures a stable and resilient income stream driven by strong sector demand. The company's strategic investment methodology enhances rental income while providing tenant operational flexibility, positioning GLPI as a key player in the evolving gaming and entertainment market. For institutional investors, GLPI represents a unique opportunity to gain exposure to a distinctive asset class at the intersection of real estate and the growing gaming sector, targeting consistent and attractive returns.
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