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CCI Crown Castle Inc. - Fundamental Analysis

BEARISH
CCI Stock | Fundamental Analysis & Investment Insights
NYSE Real Estate REIT - Specialty
Current Price
$91.68
Analyst Target
$116.06
+26.6% Upside
52W High
$115.76
52W Low
$84.2

AI Analysis

Powered by advanced machine learning algorithms

Confidence Score
65%
Analysis Accuracy
Crown Castle Inc. (CCI) trades at a premium valuation despite deteriorating fundamentals, including negative earnings growth, declining revenue, and deeply negative profitability metrics. While the stock offers a high dividend yield of 4.64%, the 222% payout ratio and negative ROE of -206.68% raise serious sustainability concerns. Price performance has underperformed over the past 5 years (-30.4%) with continued downward momentum in the last year (-5.9%), contrasting with mixed analyst sentiment that maintains a $116 target. Insider selling worth $4.78M in the past six months and erratic earnings surprises—particularly the catastrophic -2721% miss in Q1 2025—signal internal caution and execution risk.

Key Strengths

High dividend yield of 4.64% provides income appeal in a low-growth environment
Strong operating margin of 49.25% and gross margin of 71.17% reflect pricing power and cost discipline in tower operations
Analyst target price of $116.06 implies 26.6% upside, suggesting near-term sentiment support
Peer-relative valuation appears less stretched than sector average P/E of 52.53, with forward P/E of 34.21
Recent earnings beats in late 2024 and mid-2025 show potential for operational recovery

Key Risks

Profit margin of -71.93% and ROE of -206.68% indicate severe earnings deterioration and capital destruction
Revenue growth of -4.3% YoY shows structural decline, lagging peer average growth of 10.79%
Payout ratio of 221.99% implies dividend is not sustainably covered by earnings
Insider selling activity ($4.78M in 6 months) reflects lack of confidence from executives
Extremely weak liquidity with current ratio of 0.26 and quick ratio of 0.10 raises refinancing and operational risk
AI Fair Value Estimate
Based on comprehensive analysis
$82.5
-10.0% below current price

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