Crown Castle (CCI)vsNetstreit Corp (NTST)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
NTST
Netstreit Corp
$20.57
0.00%
REAL ESTATE · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 1944% more annual revenue ($4.21B vs $206.16M). CCI leads profitability with a 25.1% profit margin vs 5.3%. CCI trades at a lower P/E of 36.2x. NTST earns a higher WallStSmart Score of 58/100 (C).
CCI
Buy51
out of 100
Grade: C-
NTST
Buy58
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
+56.3%
Fair Value
$44.05
Current Price
$20.57
$23.48 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
Strong operational efficiency at 37.7%
Earnings expanding 177.0% YoY
Revenue surging 24.3% year-over-year
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%
ROE of 0.8% — below average capital efficiency
5.3% margin — thin
Premium valuation, high expectations priced in
Negative free cash flow — burning cash
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 : NTST
The strongest argument for NTST centers on Price/Book, Operating Margin, EPS Growth. Revenue growth of 24.3% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : NTST
The primary concerns for NTST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 171.4x leaves little room for execution misses.
Key Dynamics to Monitor
CCI profiles as a declining stock while NTST is a growth play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.96 — expect wider price swings.
NTST is growing revenue faster at 24.3% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
NTST scores higher overall (58/100 vs 51/100) and 24.3% 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 →Netstreit Corp
REAL ESTATE · REIT - RETAIL · USA
NETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single tenant net lease retail properties nationwide.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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