Crown Castle (CCI)vsHost Hotels & Resorts Inc (HST)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
HST
Host Hotels & Resorts Inc
$21.06
+0.57%
REAL ESTATE · Cap: $14.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Host Hotels & Resorts Inc generates 46% more annual revenue ($6.13B vs $4.21B). CCI leads profitability with a 25.1% profit margin vs 12.5%. CCI appears more attractively valued with a PEG of 1.42. HST earns a higher WallStSmart Score of 62/100 (C+).
CCI
Buy51
out of 100
Grade: C-
HST
Buy62
out of 100
Grade: C+
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
+28.6%
Fair Value
$27.97
Current Price
$21.06
$6.91 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
Reasonable price relative to book value
Earnings expanding 27.1% 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%
Expensive relative to growth rate
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 : HST
The strongest argument for HST centers on Price/Book, EPS Growth. Revenue growth of 12.8% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : HST
The primary concerns for HST are PEG Ratio.
Key Dynamics to Monitor
CCI profiles as a declining stock while HST is a value play — different risk/reward profiles.
HST carries more volatility with a beta of 1.13 — expect wider price swings.
HST is growing revenue faster at 12.8% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
HST scores higher overall (62/100 vs 51/100) and 12.8% revenue growth. 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 →Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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