Crown Castle (CCI)vsTranscontinental Realty Investors (TCI)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
TCI
Transcontinental Realty Investors
$35.42
-4.84%
REAL ESTATE · Cap: $325.18M
Smart Verdict
WallStSmart Research — data-driven comparison
Crown Castle generates 8487% more annual revenue ($4.21B vs $49.06M). TCI leads profitability with a 28.1% profit margin vs 25.1%. TCI trades at a lower P/E of 23.5x. CCI earns a higher WallStSmart Score of 51/100 (C-).
CCI
Buy51
out of 100
Grade: C-
TCI
Hold46
out of 100
Grade: D+
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
-40.3%
Fair Value
$38.90
Current Price
$35.42
$3.48 premium
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
Earnings expanding 11134.0% YoY
Keeps 28 of every $100 in revenue as profit
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%
3.3% revenue growth
Smaller company, higher risk/reward
ROE of 1.7% — below average capital efficiency
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 : TCI
The strongest argument for TCI centers on Price/Book, EPS Growth, Profit Margin. Profitability is solid with margins at 28.1% and operating margin at -28.9%.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : TCI
The primary concerns for TCI are Revenue Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
CCI profiles as a declining stock while TCI is a value play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.96 — expect wider price swings.
TCI is growing revenue faster at 3.3% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
CCI scores higher overall (51/100 vs 46/100), backed by strong 25.1% margins. Both earn "Buy" and "Hold" 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 →Transcontinental Realty Investors
REAL ESTATE · REAL ESTATE SERVICES · USA
Transcontinental Realty Investors, Inc., a Dallas-based real estate investment company, has a diverse portfolio of capital real estate located throughout the United States, including apartments, office buildings, shopping centers, and urbanized and undeveloped land.
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