Professional
Added to YB: 2025-10-08
Pitch date: 2025-10-02
CCI [neutral]
Crown Castle Inc.
-4.55%
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
$95.30
Price Target
N/A
Dividend
4.72%
EV/EBITDA
14.35
P/E
-9.96
EV/Sales
10.70
Sector
Specialized REITs
Category
special_situation
LRT Capital Management Portfolio Holding: Crown Castle Inc.
CCI (holding update): Largest U.S. tower portfolio with high-margin, recurring revenue from long-term carrier leases. Strong moat via irreplaceable locations & zoning barriers. 5G/data growth driving densification needs. Divesting fiber/small cells to become pure-play tower co, using proceeds for balance sheet/shareholder returns.
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