Crown Castle (CCI)vsT-Mobile US Inc (TMUS)
CCI
Crown Castle
$88.78
+3.39%
REAL ESTATE · Cap: $37.47B
TMUS
T-Mobile US Inc
$195.50
-1.35%
COMMUNICATION SERVICES · Cap: $211.57B
Smart Verdict
WallStSmart Research — data-driven comparison
T-Mobile US Inc generates 2049% more annual revenue ($90.53B vs $4.21B). CCI leads profitability with a 25.1% profit margin vs 11.7%. TMUS appears more attractively valued with a PEG of 0.78. TMUS earns a higher WallStSmart Score of 62/100 (C+).
CCI
Buy51
out of 100
Grade: C-
TMUS
Buy62
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
-65.6%
Fair Value
$134.07
Current Price
$195.50
$61.43 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
Mega-cap, among the largest globally
Growing faster than its price suggests
Strong operational efficiency at 21.5%
Generating 4.2B 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%
Elevated debt levels
Earnings declined 12.0%
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 : TMUS
The strongest argument for TMUS centers on Market Cap, PEG Ratio, Operating Margin. Revenue growth of 10.6% demonstrates continued momentum. PEG of 0.78 suggests the stock is reasonably priced for its growth.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : TMUS
The primary concerns for TMUS are Debt/Equity, EPS Growth, Altman Z-Score. Debt-to-equity of 1.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
CCI profiles as a declining stock while TMUS is a value play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.96 — expect wider price swings.
TMUS is growing revenue faster at 10.6% — sustainability is the question.
TMUS generates stronger free cash flow (4.2B), providing more financial flexibility.
Bottom Line
TMUS scores higher overall (62/100 vs 51/100) and 10.6% 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 →T-Mobile US Inc
COMMUNICATION SERVICES · TELECOM SERVICES · USA
T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.
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