Crown Castle (CCI)vsMarcus & Millichap Inc (MMI)
CCI
Crown Castle
$90.57
-0.55%
REAL ESTATE · Cap: $39.74B
MMI
Marcus & Millichap Inc
$30.42
+3.05%
REAL ESTATE · Cap: $1.12B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 458% more annual revenue ($4.21B vs $755.16M). CCI leads profitability with a 25.1% profit margin vs -0.3%. CCI appears more attractively valued with a PEG of 1.45. MMI earns a higher WallStSmart Score of 51/100 (C-).
CCI
Buy51
out of 100
Grade: C-
MMI
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.1%
Fair Value
$76.11
Current Price
$90.57
$14.46 premium
Margin of Safety
+46.8%
Fair Value
$49.10
Current Price
$30.42
$18.68 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 56.9% YoY
Reasonable price relative to book value
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
1.6% revenue growth
Smaller company, higher risk/reward
ROE of -0.3% — below average capital efficiency
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 1.45 suggests the stock is reasonably priced for its growth.
Bull Case : MMI
The strongest argument for MMI centers on EPS Growth, Price/Book.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : MMI
The primary concerns for MMI are PEG Ratio, Revenue Growth, Market Cap.
Key Dynamics to Monitor
CCI profiles as a declining stock while MMI is a turnaround play — different risk/reward profiles.
MMI carries more volatility with a beta of 1.26 — expect wider price swings.
MMI is growing revenue faster at 1.6% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
CCI scores higher overall (51/100 vs 51/100), backed by strong 25.1% margins. MMI offers better value entry with a 46.8% margin of safety. 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 →Marcus & Millichap Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Marcus & Millichap, Inc., an investment brokerage firm, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company is headquartered in Calabasas, California.
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