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U.S. Telecom Tower REITs Industry Analysis

UpdatedDec 28, 2025
DataAggregated Company Financials
Companies1
  • 7D2.3%
  • 3M-9.3%
  • 1Y-3.0%
  • YTDn/a

Over the last 7 days, the Telecom Tower REITs industry has dropped 4.3%, driven by pullbacks from every company within the industry. The industry has fallen 6.4% in the last year. 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
Sun, 28 Dec 2025US$82.6bUS$10.5bUS$2.9b28.1x28.1x7.9x
Tue, 25 Nov 2025US$84.1bUS$10.5bUS$2.9b28.6x28.6x8x
Thu, 23 Oct 2025US$90.1bUS$10.3bUS$2.5b35.8x36x8.8x
Sat, 20 Sep 2025US$90.4bUS$10.3bUS$2.5b36.2x36.1x8.8x
Mon, 18 Aug 2025US$96.5bUS$10.3bUS$2.5b38.6x38.6x9.4x
Wed, 16 Jul 2025US$103.8bUS$10.2bUS$2.9b35.4x35.8x10.2x
Fri, 13 Jun 2025US$100.4bUS$10.2bUS$2.9b35.2x34.6x9.9x
Sun, 11 May 2025US$103.0bUS$10.2bUS$2.9b35.6x35.6x10.1x
Tue, 08 Apr 2025US$102.9bUS$10.1bUS$3.2b30.9x31.8x10.2x
Thu, 06 Mar 2025US$137.8bUS$16.7bUS$4.5b31.8x30.9x8.2x
Sat, 01 Feb 2025US$125.5bUS$17.8bUS$3.2b38x39.6x7.1x
Mon, 30 Dec 2024US$124.3bUS$17.8bUS$3.2b37.9x39.2x7x
Wed, 27 Nov 2024US$143.1bUS$17.8bUS$3.2b43.8x45.1x8.1x
Fri, 25 Oct 2024US$153.8bUS$17.9bUS$3.7b40.9x41.4x8.6x
Sun, 22 Sep 2024US$159.9bUS$17.9bUS$3.7b43.1x43.5x8.9x
Tue, 20 Aug 2024US$150.4bUS$17.9bUS$3.7b40.6x40.9x8.4x
Thu, 18 Jul 2024US$143.3bUS$18.1bUS$3.5b40.5x41.4x7.9x
Sat, 15 Jun 2024US$135.3bUS$18.1bUS$3.5b37.7x39.1x7.5x
Mon, 13 May 2024US$129.4bUS$18.1bUS$3.5b36.4x37.4x7.2x
Wed, 10 Apr 2024US$131.3bUS$18.1bUS$3.0b45.1x44x7.2x
Fri, 08 Mar 2024US$143.9bUS$18.1bUS$3.0b48.3x48.2x7.9x
Sun, 04 Feb 2024US$137.2bUS$18.0bUS$2.2b78.8x61.9x7.6x
Tue, 02 Jan 2024US$150.6bUS$18.1bUS$2.3b86.5x66.4x8.3x
Thu, 30 Nov 2023US$142.9bUS$18.1bUS$2.3b83.4x63x7.9x
Sat, 28 Oct 2023US$119.2bUS$18.1bUS$2.3b68.6x52.5x6.6x
Mon, 25 Sep 2023US$117.4bUS$18.1bUS$2.7b51.7x43.9x6.5x
Wed, 23 Aug 2023US$124.7bUS$18.1bUS$2.7b54.9x46.6x6.9x
Fri, 21 Jul 2023US$132.7bUS$18.0bUS$3.1b44.6x42.8x7.4x
Sun, 18 Jun 2023US$139.6bUS$17.8bUS$3.1b47.2x45.6x7.8x
Tue, 16 May 2023US$140.5bUS$17.8bUS$3.1b47.5x45.9x7.9x
Thu, 13 Apr 2023US$156.4bUS$17.7bUS$3.4b45.2x45.5x8.8x
Price to Earnings Ratio

44.5x


Total Market Cap: US$153.2bTotal 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 Market1.25%
Real Estate1.05%
Specialized REITs1.22%
Telecom Tower REITs2.32%
Data Center REITs1.30%
Timber REITs0.94%
Self-Storage REITs0.56%
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
AMT American TowerUS$176.412.3%
+US$1.9b		-3.0%PB20.9x
CCI Crown CastleUS$88.282.5%
+US$949.3m		-2.5%PS6x
SBAC SBA CommunicationsUS$192.601.4%
+US$276.0m		-5.2%PE23.9x

Latest News

CCI
US$88.28
Crown Castle
7D
2.5%
1Y
-2.5%

CCI: Tower-Only Pivot And Cost Cuts Will Drive Future Cash Flow

Analysts have modestly reduced their price target on Crown Castle by about $1 to roughly $113 per share, reflecting slightly lower fair value estimates along with expectations for higher discount rates, weaker revenue growth, and softer profit margins, even as they highlight operational improvements and the strategic benefits of a tower only focus. Analyst Commentary Street research points to a more balanced view on Crown Castle, with recent target cuts reflecting legal and macro risks while operational progress and the tower only pivot underpin a more constructive stance on the shares.
AMT
US$176.41
American Tower
7D
2.3%
1Y
-3.0%
SBAC
US$192.60
SBA Communications
7D
1.4%
1Y
-5.2%

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.