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U.S. Telecom Tower REITs Industry Analysis

UpdatedDec 23, 2025
DataAggregated Company Financials
Companies1
  • 7D-4.3%
  • 3M-11.2%
  • 1Y-6.4%
  • YTDn/a

Over the last 7 days, the Telecom Tower REITs industry has dropped 4.6%, driven by declines from every company within the industry. Overall the industry is down 6.2% in 12 months. Earnings are forecast to grow by 9.8% annually.

Industry Valuation and Performance

Has the U.S. Telecom Tower REITs Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 23 Dec 2025US$80.7bUS$10.5bUS$2.9b27.5x27.5x7.7x
Thu, 20 Nov 2025US$85.0bUS$10.5bUS$2.9b28.8x28.9x8.1x
Sat, 18 Oct 2025US$89.7bUS$10.3bUS$2.5b35.8x35.8x8.7x
Mon, 15 Sep 2025US$91.3bUS$10.3bUS$2.5b36.5x36.5x8.9x
Wed, 13 Aug 2025US$96.5bUS$10.3bUS$2.5b38.3x38.6x9.4x
Fri, 11 Jul 2025US$103.8bUS$10.2bUS$2.9b35.7x35.9x10.2x
Sun, 08 Jun 2025US$99.5bUS$10.2bUS$2.9b34.4x34.4x9.8x
Tue, 06 May 2025US$104.7bUS$10.2bUS$2.9b36.2x36.1x10.3x
Thu, 03 Apr 2025US$102.6bUS$10.1bUS$3.2b31.5x31.7x10.1x
Sat, 01 Mar 2025US$136.0bUS$16.7bUS$4.5b31.5x30.5x8.1x
Mon, 27 Jan 2025US$124.9bUS$17.8bUS$3.2b37.9x39.4x7x
Wed, 25 Dec 2024US$125.9bUS$17.8bUS$3.2b38.3x39.7x7.1x
Fri, 22 Nov 2024US$139.2bUS$17.8bUS$3.2b42.9x43.9x7.8x
Sun, 20 Oct 2024US$154.5bUS$17.9bUS$3.7b41.1x41.6x8.6x
Tue, 17 Sep 2024US$163.0bUS$17.9bUS$3.7b44.5x44.3x9.1x
Thu, 15 Aug 2024US$152.0bUS$17.9bUS$3.7b41.1x41.3x8.5x
Sat, 13 Jul 2024US$141.2bUS$18.1bUS$3.5b39.9x40.8x7.8x
Mon, 10 Jun 2024US$134.4bUS$18.1bUS$3.5b37.6x38.9x7.4x
Wed, 08 May 2024US$126.4bUS$18.1bUS$3.5b35.5x36.5x7x
Fri, 05 Apr 2024US$134.1bUS$18.1bUS$3.0b44.6x44.9x7.4x
Sun, 03 Mar 2024US$142.3bUS$18.1bUS$3.0b47.8x47.7x7.9x
Tue, 30 Jan 2024US$139.1bUS$18.0bUS$2.2b80.7x62.7x7.7x
Thu, 28 Dec 2023US$151.4bUS$18.1bUS$2.3b86.9x66.8x8.3x
Sat, 25 Nov 2023US$137.8bUS$18.1bUS$2.3b79.5x60.8x7.6x
Mon, 23 Oct 2023US$112.0bUS$18.0bUS$2.5b50.6x44.4x6.2x
Wed, 20 Sep 2023US$124.7bUS$18.1bUS$2.7b55x46.6x6.9x
Fri, 18 Aug 2023US$126.3bUS$18.1bUS$2.7b55.2x47.2x7x
Sun, 16 Jul 2023US$140.6bUS$17.8bUS$3.1b47.5x45.9x7.9x
Tue, 13 Jun 2023US$137.8bUS$17.8bUS$3.1b46.5x45x7.7x
Thu, 11 May 2023US$143.1bUS$17.8bUS$3.1b48.3x46.7x8x
Sat, 08 Apr 2023US$154.5bUS$17.7bUS$3.4b44.6x44.9x8.7x
Price to Earnings Ratio

42.2x


Total Market Cap: US$145.2bTotal Earnings: US$3.4bTotal Revenue: US$17.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Tower REITs Industry Price to Earnings3Y Average 42.7x20242025
Current Industry PE
    There is only one company in the American Telecom Tower REITs industry, so there is insufficient data to make an industry-wide assessment of both the PE and PS ratio.
Past Earnings Growth
  • The earnings for companies in the Telecom Tower REITs industry have declined 5.1% per year over the last three years,
  • Revenues have also declined 16% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Telecom Tower REITs compare with similar industries?

US Market0.99%
Real Estate-0.89%
Specialized REITs-1.76%
Telecom Tower REITs-4.29%
Timber REITs0.26%
Data Center REITs0.031%
Self-Storage REITs-3.15%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
No data available

Latest News

AMT
US$172.53
American Tower
7D
-4.3%
1Y
-6.4%
SBAC
US$190.63
SBA Communications
7D
-1.3%
1Y
-6.2%

SBAC: New Verizon Lease Agreement Will Support Future Revenue Amid Legal Uncertainty

Analysts have trimmed their price target for SBA Communications slightly lower, with a modest fair value reduction of about $0.40 to roughly $234.90. This reflects sector wide target cuts as they factor in legal and leasing uncertainties across the tower group, while still recognizing SBA's resilient fundamentals and improved visibility from recent agreements.
CCI
US$86.43
Crown Castle
7D
-3.4%
1Y
-4.8%

CCI: Tower-Only Focus And Cost Discipline Will Drive Future Upside

Analysts have nudged our Crown Castle fair value estimate slightly lower to approximately $114.47 from about $115.06, reflecting a cluster of reduced but still constructive Street price targets that emphasize tower focused execution, operational improvements, and manageable legal and EchoStar related risks. Analyst Commentary Street research around Crown Castle has become more nuanced, with modest price target trims offset by a cluster of rating upgrades that favor the companys shift toward a tower centric model and cost discipline.