Crown Castle (CCI)vsStarwood Property Trust Inc (STWD)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
STWD
Starwood Property Trust Inc
$18.05
-1.80%
REAL ESTATE · Cap: $6.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 669% more annual revenue ($4.21B vs $547.93M). STWD leads profitability with a 75.1% profit margin vs 25.1%. CCI appears more attractively valued with a PEG of 1.42. STWD earns a higher WallStSmart Score of 67/100 (B-).
CCI
Buy51
out of 100
Grade: C-
STWD
Strong Buy67
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
Margin of Safety
+84.3%
Fair Value
$115.31
Current Price
$18.05
$97.26 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
Keeps 75 of every $100 in revenue as profit
Revenue surging 62.6% year-over-year
Earnings expanding 78.0% YoY
Attractively priced relative to earnings
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
ROE of 6.0% — below average capital efficiency
Distress zone — elevated 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 : STWD
The strongest argument for STWD centers on Price/Book, Profit Margin, Revenue Growth. Profitability is solid with margins at 75.1% and operating margin at 11.2%. Revenue growth of 62.6% demonstrates continued momentum.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : STWD
The primary concerns for STWD are PEG Ratio, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
CCI profiles as a declining stock while STWD is a growth play — different risk/reward profiles.
STWD carries more volatility with a beta of 1.09 — expect wider price swings.
STWD is growing revenue faster at 62.6% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
STWD scores higher overall (67/100 vs 51/100), backed by strong 75.1% margins and 62.6% 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 →Starwood Property Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
Starwood Property Trust, Inc. is a real estate investment trust (REIT) in the United States and Europe. The company is headquartered in Greenwich, Connecticut.
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