- American Tower and Crown Castle have both experienced modest stock price declines over the past several months, making valuations more attractive.
- Both companies have stable business models and will benefit from the continued rise in mobile data consumption with the emergence of 5g technology, which will require carrier upgrades.
- American Tower has continued to invest in macro cell towers and has expanded internationally, while Crown Castle has expanded into the fiber business, which carriers more long-term uncertainty.
- Long-term technologcal disruption exists form both companies with Starlink and small cell technology, among others.
For further details see:
Crown Castle And American Tower- Tower REIT Leaders At A Discount