A Look At Crown Castle (CCI) Valuation After Dish Default And Contract Termination

Simply Wall St.01-22

Crown Castle (CCI) is in focus after DISH Wireless defaulted on payment obligations, prompting Crown Castle to terminate their wireless infrastructure agreement. This material contract change is now ...

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This material contract change is now ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-cci/crown-castle/news/a-look-at-crown-castle-cci-valuation-after-dish-default-and\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Crown Castle (CCI) Valuation After Dish Default And Contract Termination</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Crown Castle (CCI) Valuation After Dish Default And Contract Termination\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-22 02:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nyse-cci/crown-castle/news/a-look-at-crown-castle-cci-valuation-after-dish-default-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Crown Castle (CCI) is in focus after DISH Wireless defaulted on payment obligations, prompting Crown Castle to terminate their wireless infrastructure agreement. This material contract change is now ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-cci/crown-castle/news/a-look-at-crown-castle-cci-valuation-after-dish-default-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CCI","symbol_name":"冠城","start_time":0,"source_url":"https://simplywall.st/stocks/us/real-estate/nyse-cci/crown-castle/news/a-look-at-crown-castle-cci-valuation-after-dish-default-and","article_id":"2605843593","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/company-cover/27198-main-header/1756252843788"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/real-estate/nyse-cci/crown-castle/news/a-look-at-crown-castle-cci-valuation-after-dish-default-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2605843593","pubTimestamp":1769020532,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Crown Castle (CCI) is in focus after DISH Wireless defaulted on payment obligations, prompting Crown Castle to terminate their wireless infrastructure agreement. This material contract change is now being reassessed by several Wall Street firms.\nSee our latest analysis for Crown Castle.\nThe contract termination headlines coincide with a sharp 4.47% one-day share price decline to US$86.81. Over 90 days, the share price has fallen 11.15%, which contrasts with a slightly positive 1-year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"CCI":"冠城","BK4084":"特种房地产投资信托","BK4515":"5G概念","BK4219":"电信塔房地产信托","BK4566":"资本集团","BK4588":"碎股","BK4585":"ETF&股票定投概念","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc"},"translate_title":"Dish违约和合同终止后皇冠城堡(CCI)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CCI":1.5,"DCF":1},"content_text":"Crown Castle (CCI) is in focus after DISH Wireless defaulted on payment obligations, prompting Crown Castle to terminate their wireless infrastructure agreement. This material contract change is now being reassessed by several Wall Street firms. See our latest analysis for Crown Castle. The contract termination headlines coincide with a sharp 4.47% one-day share price decline to US$86.81. Over 90 days, the share price has fallen 11.15%, which contrasts with a slightly positive 1-year total shareholder return of 0.64%. This pattern suggests that pressure has recently built on sentiment. If this kind of contract risk has you rethinking your watchlist, it could be a good moment to look across fast growing stocks with high insider ownership for other ideas that might fit your approach. With CCI trading at US$86.81 and sitting at a reported 32% intrinsic discount, recent price weakness and analyst target cuts raise a key question for you: is there genuine upside here, or is the market already factoring in future growth? AdvertisementPrice-to-Sales of 5.9x: Is it justified? At US$86.81, Crown Castle is trading on a P/S ratio of 5.9x, which screens as good value compared with both its peers and the wider Specialized REITs industry. The P/S ratio compares the company’s market value with its revenue, so it is often used for businesses that are currently loss making or where earnings are volatile. For an infrastructure REIT like Crown Castle, investors frequently look at revenue based measures because traditional earnings metrics are affected by heavy depreciation and financing costs. In this case, the 5.9x P/S sits below the estimated fair P/S ratio of 7.2x. This suggests the market is pricing Crown Castle’s revenue at a discount to what the SWS fair ratio model indicates could be reasonable over time. It is also below the US Specialized REITs industry average of 7.3x and the peer average of 8.7x, a clear gap that points to Crown Castle being valued more conservatively than many close comparables. Explore the SWS fair ratio for Crown Castle Result: Price-to-Sales of 5.9x (UNDERVALUED) However, you still need to weigh contract concentration risk highlighted by the DISH default and the recent annual revenue contraction of 6.2% as potential pressure points on the thesis. Find out about the key risks to this Crown Castle narrative. Another View: What Does The DCF Say? While the 5.9x P/S ratio hints at conservative pricing, our DCF model points to a different anchor, with CCI at US$86.81 versus an estimated fair value of US$128.04. That gap suggests the shares screen as undervalued. The key question is whether this reflects compensation for contract and balance sheet risks, or an opening you may want to consider. Look into how the SWS DCF model arrives at its fair value. CCI Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Crown Castle for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 881 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Crown Castle Narrative If you see the numbers differently or prefer to test your own assumptions, you can build a tailored view in just a few minutes, starting with Do it your way. A great starting point for your Crown Castle research is our analysis highlighting 4 key rewards and 4 important warning signs that could impact your investment decision. Looking for more investment ideas? If you are weighing your next move, do not stop at a single stock. Use the Screener to spot clear setups and avoid missing what fits your plan.  Target potential mispricings by running your rules across these 881 undervalued stocks based on cash flows, and see which names line up with the kind of pricing you want to focus on. Tap into digital assets by scanning these 19 cryptocurrency and blockchain stocks for companies tied to cryptocurrency and blockchain themes that match the risk profile you have in mind. Zero in on regular income by filtering for these 13 dividend stocks with yields > 3% that might align with your yield expectations and dividend preferences.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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