Clear leader
4 companies value 142 bn revenue 18 bn margin — free cash flow — avg. score 4.7
AMT holds 60.0% of the group's value, 2.5x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMT | American Tower United States · score 5.9 | 60% | 85 bn | 11 bn | 32.1% | 4.0 bn | 4.6% | 3.8% | Telecom towers across several continents · World's largest cell tower owner; 10-year contracts with escalators | |
| 2 | CCI | Crown Castle United States · score 4.2 | 24% | 35 bn | 4.2 bn | 20.7% | 2.4 bn | 7.0% | 6.7% | Telecom towers and fiber in the United States · Largest tower and fiber network concentrated in the US | |
| 3 | SBAC | SBA Communications United States · score 3.8 | 14% | 19 bn | 2.9 bn | 34.5% | 1.1 bn | 5.4% | 2.6% | Telecom towers in the Americas and Africa · Towers in the US and Latin America; the most leveraged of the trio | |
| 4 | AD | ARRAY DIGITAL INFRASTRUCTURE, INC. United States · score 5.0 | 2% | 2.8 bn | 0.2 bn | 250.8% | -0.3 bn | -11.9% | 1.1% | Wireless towers and spectrum · Illinois — assets of $3.4bn |
Other industries in the same sector
- Sector overview
- Health care REITs 16 companies
- Data center REITs 4 companies
- Industrial and logistics REITs 8 companies
- Retail and monthly-dividend REITs 7 companies
- Real estate services 51 companies
- Residential REITs 14 companies
- Self-storage REITs 5 companies
- Neighborhood shopping center REITs 14 companies
- Hotel REITs 15 companies
- Casino and specialty REITs 4 companies
- Office REITs 18 companies
- Diversified net lease REITs 14 companies
and 9 industries more
- Records and hybrid data center REITs 1 company
- Manufactured housing and RV park REITs 3 companies
- Single-family rental REITs 2 companies
- Outdoor advertising REITs 3 companies
- Life science REITs 2 companies
- Timberland REITs 2 companies
- Cold storage REITs 2 companies
- Diversified REITs 10 companies
- Farmland REITs 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.