Crown Castle (CCI)vsMacerich Company (MAC)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
MAC
Macerich Company
$21.82
+0.37%
REAL ESTATE · Cap: $5.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 305% more annual revenue ($4.21B vs $1.04B). CCI leads profitability with a 25.1% profit margin vs -18.9%. CCI appears more attractively valued with a PEG of 1.42. CCI earns a higher WallStSmart Score of 51/100 (C-).
CCI
Buy51
out of 100
Grade: C-
MAC
Hold45
out of 100
Grade: D+
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
+34.7%
Fair Value
$28.87
Current Price
$21.82
$7.05 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
Earnings expanding 3971.0% YoY
Reasonable price relative to book value
Strong operational efficiency at 24.4%
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%
Weak financial health signals
Expensive relative to growth rate
ROE of -7.5% — below average capital efficiency
Revenue declined 17.4%
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 : MAC
The strongest argument for MAC centers on EPS Growth, Price/Book, Operating Margin.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : MAC
The primary concerns for MAC are Piotroski F-Score, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
CCI profiles as a declining stock while MAC is a turnaround play — different risk/reward profiles.
MAC carries more volatility with a beta of 2.19 — expect wider price swings.
CCI is growing revenue faster at -4.8% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
CCI scores higher overall (51/100 vs 45/100), backed by strong 25.1% margins. MAC offers better value entry with a 34.7% margin of safety. 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 →Macerich Company
REAL ESTATE · REIT - RETAIL · USA
The Macerich Company (MAC) is a premier real estate investment trust (REIT) specializing in the ownership, leasing, and management of high-quality retail properties in major U.S. markets. With a strategically curated portfolio of upscale shopping centers and mixed-use developments, Macerich emphasizes tenant performance and customer experience in an evolving retail landscape. The company's strong commitment to sustainability and operational efficiency not only supports its financial stability but also enhances its capacity to seize growth opportunities, ultimately delivering long-term value for shareholders.
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