The Motley Fool
12 Jun 2026, 02:30 UTC · 3h ago
American Tower vs. Crown Castle: Which Real Estate Stock Is a Better Buy in 2026?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
12 Jun 2026, 02:30 UTC · 3h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Crown Castle experienced a significant revenue decline of approximately 35.1% in FY 2025 compared to the previous year. — A substantial revenue drop indicates a severe contraction in business scale or a loss of major contracts, signaling instability.
-0.60American Tower's FY 2025 revenue grew by 5.1% to approximately $10.6 billion with a net margin of 23.8%. — Steady growth and healthy margins in a capital-intensive sector suggest operational stability and scalability.
+0.40Crown Castle is highly dependent on three tenants (T-Mobile, AT&T, and Verizon), which account for approximately 90% of its site rental revenues. — Extreme customer concentration creates high idiosyncratic risk; any change in carrier spending directly threatens the company's viability.
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American Tower's debt-to-equity ratio is roughly 12.3x, and its current ratio is 0.6x, showing short-term liabilities exceed current assets. — High leverage and a low current ratio increase the company's vulnerability to interest rate hikes and liquidity stress.
-0.30Crown Castle returned to profitability in FY 2025 with a net income of $444 million after a substantial net loss in the previous year. — A return to profitability suggests the company's strategic adjustments are working, though it remains volatile.
+0.30Which stocks this story touches
The company showed steady performance with revenue growth, healthy net margins, and successful diversification into data centers.
Despite a return to net income, the company experienced a significant revenue decline of roughly 35.1% and high customer concentration risk.
Mentioned only as a major tenant and revenue source for the REITs.
Mentioned only as a major tenant and revenue source for the REITs.
Mentioned only as a major tenant and revenue source for American Tower.
Mentioned only as a major tenant and revenue source for the REITs.
[a_to_b] AT&T is a significant customer of American Tower, representing 17% of revenue.
[a_to_b] AT&T is one of the three largest tenants for Crown Castle's site rental revenues.
[a_to_b] Verizon Wireless is a significant customer of American Tower, representing 14% of revenue.
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Business Insider
11h ago
[a_to_b] Verizon Wireless is one of the three largest tenants for Crown Castle's site rental revenues.
[a_to_b] T-Mobile is a significant customer of American Tower, representing 18% of revenue.
[a_to_b] T-Mobile is one of the three largest tenants for Crown Castle's site rental revenues.
[mutual] Both companies operate as REITs leasing space for wireless communication infrastructure.
