Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-09
CCI [neutral]
Crown Castle Inc.
-11.04%
current return
Author Info
No bio for this author
Company Info
Crown Castle owns, operates and leases approximately 40,000 cell towers and approximately 90,000 route miles of fiber supporting small cells and fiber solutions across every major U.
Market Cap
$39.2B
Pitch Price
$102.25
Price Target
N/A
Dividend
4.72%
EV/EBITDA
14.35
P/E
-9.96
EV/Sales
10.70
Sector
Specialized REITs
Category
growth
LRT Capital Management Portfolio Holding: Crown Castle Inc.
CCI (holding update): America's largest shared communications infrastructure owner focused on macro cell towers that are mission-critical for wireless networks. Strong moat from irreplaceable assets in top markets with long-term, escalating leases. Growth driven by mobile data explosion and 5G rollout. Divesting fiber/small cell to become pure-play tower company, using proceeds for balance sheet and shareholder returns.
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