Crown Castle (CCI)vsRexford Industrial Realty Inc (REXR)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
REXR
Rexford Industrial Realty Inc
$35.51
-0.92%
REAL ESTATE · Cap: $8.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 323% more annual revenue ($4.21B vs $995.92M). CCI leads profitability with a 25.1% profit margin vs 23.3%. CCI appears more attractively valued with a PEG of 1.42. REXR earns a higher WallStSmart Score of 63/100 (C+).
CCI
Buy51
out of 100
Grade: C-
REXR
Buy63
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
+73.0%
Fair Value
$139.02
Current Price
$35.51
$103.51 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 41.5%
Keeps 23 of every $100 in revenue as profit
Earnings expanding 26.7% YoY
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
Premium valuation, high expectations priced in
ROE of 2.7% — below average capital efficiency
Weak financial health signals
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 : REXR
The strongest argument for REXR centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 23.3% and operating margin at 41.5%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : REXR
The primary concerns for REXR are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
REXR carries more volatility with a beta of 1.28 — expect wider price swings.
REXR is growing revenue faster at -2.9% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
REXR scores higher overall (63/100 vs 51/100), backed by strong 23.3% margins. 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 →Rexford Industrial Realty Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Rexford Industrial, a real estate investment trust that focuses on owning and operating industrial properties in the infill markets of Southern California, owns 232 properties with approximately 27.
Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?