Fair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
10.1%/yr
±3.6% · revenue growth to justify current price
FCF-Based Reverse DCF
10.0%/yr
±2.9% · FCF growth to justify current price
THE GAP
Market pricing margin expansion or capex normalization
KEY VALUE DRIVERS
Spearman correlation — what moves this valuation most
Crown Castle Inc.
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CCI 2025 10-K shows core tower business under pressure from T-Mobile consolidation headwinds and DISH default (M revenue impact in 2026). Fiber divesture for .5B (closing H1 2026) allows debt paydown,...