Crown Castle (CCI)vsLamar Advertising Company (LAMR)
CCI
Crown Castle
$83.12
+0.75%
REAL ESTATE · Cap: $40.22B
LAMR
Lamar Advertising Company
$153.73
+0.32%
REAL ESTATE · Cap: $15.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 84% more annual revenue ($4.21B vs $2.29B). CCI leads profitability with a 25.1% profit margin vs 24.0%. CCI appears more attractively valued with a PEG of 1.50. LAMR earns a higher WallStSmart Score of 56/100 (C).
CCI
Hold49
out of 100
Grade: D+
LAMR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.7%
Fair Value
$66.35
Current Price
$83.12
$16.77 premium
Margin of Safety
-54.6%
Fair Value
$85.81
Current Price
$153.73
$67.92 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
Every $100 of equity generates 57 in profit
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 25.3%
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
Moderate valuation
Trading at 16.1x book value
4.4% revenue 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 25.1% and operating margin at 47.7%.
Bull Case : LAMR
The strongest argument for LAMR centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 24.0% and operating margin at 25.3%.
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 5.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCI profiles as a declining stock while LAMR is a value 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 4.4% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
LAMR scores higher overall (56/100 vs 49/100), backed by strong 24.0% 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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