Crown Castle (CCI)vsS&P Global Inc (SPGI)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
SPGI
S&P Global Inc
$431.23
-0.45%
FINANCIAL SERVICES · Cap: $128.22B
Smart Verdict
WallStSmart Research — data-driven comparison
S&P Global Inc generates 273% more annual revenue ($15.73B vs $4.21B). SPGI leads profitability with a 30.4% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.42. SPGI earns a higher WallStSmart Score of 69/100 (B-).
CCI
Buy51
out of 100
Grade: C-
SPGI
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.3%
Fair Value
$75.96
Current Price
$88.78
$12.82 premium
Intrinsic value data unavailable for SPGI.
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
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 44.3%
Large-cap with strong market position
Earnings expanding 32.5% YoY
Generating 1.7B in free cash flow
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
Grey zone — moderate risk
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 : SPGI
The strongest argument for SPGI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.4% and operating margin at 44.3%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : SPGI
The primary concerns for SPGI are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while SPGI is a mature play — different risk/reward profiles.
SPGI carries more volatility with a beta of 1.20 — expect wider price swings.
SPGI is growing revenue faster at 10.4% — sustainability is the question.
SPGI generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SPGI scores higher overall (69/100 vs 51/100), backed by strong 30.4% margins and 10.4% revenue growth. Both earn "Strong 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 →S&P Global Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
S&P Global Inc. is an American publicly traded corporation headquartered in Manhattan, New York City. Its primary areas of business are financial information and analytics.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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