Crown Castle (CCI)vsLamar Advertising Company (LAMR)
CCI
Crown Castle
$88.60
-2.58%
REAL ESTATE · Cap: $38.34B
LAMR
Lamar Advertising Company
$155.99
-0.83%
REAL ESTATE · Cap: $15.75B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 76% more annual revenue ($4.08B vs $2.33B). LAMR leads profitability with a 23.9% profit margin vs 20.1%. CCI appears more attractively valued with a PEG of 0.69. LAMR earns a higher WallStSmart Score of 62/100 (C+).
CCI
Hold49
out of 100
Grade: D+
LAMR
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.0%
Fair Value
$64.23
Current Price
$88.60
$24.37 premium
Margin of Safety
-46.9%
Fair Value
$90.30
Current Price
$155.99
$65.69 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 47.4%
Conservative balance sheet, low leverage
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Every $100 of equity generates 56 in profit
Strong operational efficiency at 33.3%
Keeps 24 of every $100 in revenue as profit
Areas to Watch
Premium valuation, high expectations priced in
Weak financial health signals
ROE of -206.7% — below average capital efficiency
Revenue declined 7.2%
Expensive relative to growth rate
Moderate valuation
Trading at 16.1x book value
3.9% earnings growth
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 20.1% and operating margin at 47.4%. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bull Case : LAMR
The strongest argument for LAMR centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 23.9% and operating margin at 33.3%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 5.00 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCI profiles as a declining stock while LAMR is a mature play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.23 — expect wider price swings.
LAMR is growing revenue faster at 6.5% — sustainability is the question.
LAMR generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
LAMR scores higher overall (62/100 vs 49/100), backed by strong 23.9% 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 →Lamar Advertising Company
REAL ESTATE · REIT - SPECIALTY · USA
Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with more than 357,500 displays in the United States and Canada.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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