Crown Castle (CCI)vsWeyerhaeuser Company (WY)
CCI
Crown Castle
$90.57
-0.55%
REAL ESTATE · Cap: $39.74B
WY
Weyerhaeuser Company
$23.53
-0.72%
REAL ESTATE · Cap: $17.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Weyerhaeuser Company generates 63% more annual revenue ($6.87B vs $4.21B). CCI leads profitability with a 25.1% profit margin vs 5.8%. CCI appears more attractively valued with a PEG of 1.45. WY earns a higher WallStSmart Score of 55/100 (C-).
CCI
Buy51
out of 100
Grade: C-
WY
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.1%
Fair Value
$76.11
Current Price
$90.57
$14.46 premium
Margin of Safety
+12.1%
Fair Value
$30.82
Current Price
$23.53
$7.29 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
Earnings expanding 96.6% YoY
Reasonable price relative to book value
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 4.2% — below average capital efficiency
5.8% margin — thin
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 1.45 suggests the stock is reasonably priced for its growth.
Bull Case : WY
The strongest argument for WY centers on EPS Growth, Price/Book.
Bear Case : CCI
The primary concerns for CCI are P/E Ratio, Piotroski F-Score, Return on Equity.
Bear Case : WY
The primary concerns for WY are PEG Ratio, Return on Equity, Profit Margin. A P/E of 42.3x leaves little room for execution misses.
Key Dynamics to Monitor
CCI profiles as a declining stock while WY is a value play — different risk/reward profiles.
CCI carries more volatility with a beta of 0.95 — expect wider price swings.
WY is growing revenue faster at -2.0% — sustainability is the question.
CCI generates stronger free cash flow (452M), providing more financial flexibility.
Bottom Line
WY scores higher overall (55/100 vs 51/100). 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 →Weyerhaeuser Company
REAL ESTATE · REIT - SPECIALTY · USA
Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
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