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U.S. Telecom Tower REITs Industry Analysis

UpdatedJun 19, 2026
DataAggregated Company Financials
Companies1
  • 7D-7.0%
  • 3M-0.4%
  • 1Y-18.3%
  • YTDn/a

Over the last 7 days, the Telecom Tower REITs industry has dropped 5.9%, driven by pullbacks from every company within the industry. Overall the industry is down 16% in 12 months. As for the next few years, earnings are expected to grow by 7.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Jun 2026US$84.4bUS$10.8bUS$2.9b28.3x29.1x7.8x
Sun, 17 May 2026US$79.5bUS$10.8bUS$2.9b27.4x27.4x7.3x
Tue, 14 Apr 2026US$83.6bUS$10.6bUS$2.5b33.4x33.1x7.9x
Thu, 12 Mar 2026US$86.7bUS$10.6bUS$2.5b33.7x34.3x8.1x
Sat, 07 Feb 2026US$80.3bUS$10.5bUS$2.9b27.3x27.3x7.7x
Mon, 05 Jan 2026US$81.8bUS$10.5bUS$2.9b27.8x27.8x7.8x
Wed, 03 Dec 2025US$82.5bUS$10.5bUS$2.9b28x28.1x7.9x
Fri, 31 Oct 2025US$83.8bUS$10.5bUS$2.9b28.6x28.5x8x
Sun, 28 Sep 2025US$91.0bUS$10.3bUS$2.5b36.4x36.4x8.9x
Tue, 26 Aug 2025US$98.9bUS$10.3bUS$2.5b39.5x39.5x9.6x
Thu, 24 Jul 2025US$108.8bUS$10.2bUS$2.9b37.2x37.6x10.7x
Sat, 21 Jun 2025US$100.9bUS$10.2bUS$2.9b35.2x34.8x9.9x
Mon, 19 May 2025US$99.9bUS$10.2bUS$2.9b34.5x34.5x9.8x
Wed, 16 Apr 2025US$102.0bUS$10.1bUS$3.2b31.6x31.5x10.1x
Fri, 14 Mar 2025US$138.0bUS$16.7bUS$4.5b31.8x30.9x8.3x
Sun, 09 Feb 2025US$127.1bUS$17.8bUS$3.2b38.6x40.1x7.2x
Tue, 07 Jan 2025US$124.4bUS$17.8bUS$3.2b37.3x39.2x7x
Thu, 05 Dec 2024US$142.6bUS$17.8bUS$3.2b43.3x45x8x
Sat, 02 Nov 2024US$146.5bUS$17.8bUS$3.2b44.3x46.2x8.2x
Mon, 30 Sep 2024US$158.3bUS$17.9bUS$3.7b42.9x43x8.8x
Wed, 28 Aug 2024US$154.3bUS$17.9bUS$3.7b41.9x41.9x8.6x
Fri, 26 Jul 2024US$143.6bUS$17.8bUS$3.3b43x44.1x8.1x
Sun, 23 Jun 2024US$132.9bUS$18.1bUS$3.5b37.1x38.4x7.4x
Tue, 21 May 2024US$135.5bUS$18.1bUS$3.5b37.4x39.2x7.5x
Thu, 18 Apr 2024US$120.8bUS$18.1bUS$3.0b40.5x40.5x6.7x
Sat, 16 Mar 2024US$139.0bUS$18.1bUS$3.0b46.3x46.6x7.7x
Mon, 12 Feb 2024US$137.7bUS$18.0bUS$2.2b79.1x62.1x7.6x
Wed, 10 Jan 2024US$148.1bUS$18.1bUS$2.3b85x65.3x8.2x
Fri, 08 Dec 2023US$149.0bUS$18.1bUS$2.3b85.2x65.7x8.2x
Sun, 05 Nov 2023US$131.5bUS$18.1bUS$2.3b75.9x58x7.3x
Tue, 03 Oct 2023US$116.6bUS$18.1bUS$2.7b50.5x43.6x6.5x
Thu, 31 Aug 2023US$128.7bUS$18.1bUS$2.7b56.7x48.1x7.1x
Sat, 29 Jul 2023US$135.8bUS$18.1bUS$2.7b59.4x50.8x7.5x
Mon, 26 Jun 2023US$134.2bUS$17.8bUS$3.1b45.4x43.8x7.5x
Price to Earnings Ratio

43.8x


Total Market Cap: US$134.2bTotal Earnings: US$3.1bTotal Revenue: US$17.8bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Telecom Tower REITs Industry Price to Earnings3Y Average 40.5x202420252026
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 remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have declined 15% per year.
  • This means that the cost of doing business could be reducing since sales have declined but profits have remained steady.

Industry Comparison

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

US Market1.65%
Real Estate-2.22%
Specialized REITs-0.88%
Telecom Tower REITs-7.00%
Data Center REITs4.71%
Timber REITs0.12%
Self-Storage REITs-2.44%
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

SBAC
US$186.87
SBA Communications
7D
-8.8%
1Y
-18.5%
Seeking Alpha • Jun 18

SBA Communications: Churn And Refinancing Pressures Are Already Priced In

Summary SBA Communications remains a buy, with the current valuation reflecting industry headwinds and offering upside on potential recovery. Q1 results beat expectations, guidance was raised, and AFFO per share is projected at $11.93–$12.38 for 2026, despite ongoing churn and refinancing pressures. Leverage remains elevated at 6.6x net debt/adj. EBITDA, but management targets investment-grade bond issuance in 2026 and maintains a sustainable dividend payout. Strategic asset value is underscored by recent buyout interest and Truist's forecast for AFFO growth to re-accelerate to high single digits by 2028. Read the full article on Seeking Alpha
CCI
US$82.05
Crown Castle
7D
-10.9%
1Y
-17.4%
Narrative Update • Jun 16

CCI: Tower Refocus And Debt Reduction Will Shape Future Share Price

The Analyst Price Target for Crown Castle has been adjusted slightly higher by $1, as analysts factor in a modestly lower discount rate and updated growth assumptions, while also weighing recent downgrades tied to Dish rent losses and higher interest rates. Analyst Commentary Recent Street research on Crown Castle highlights a split view, with some bullish analysts adjusting price targets slightly higher while several bearish analysts focus on softer growth and funding pressures.
AMT
US$176.05
American Tower
7D
-7.0%
1Y
-18.3%
Seeking Alpha • Jun 12

American Tower: Buy This Infrastructure REIT Before Growth Reaccelerates

Summary American Tower remains a buy, offering resilient growth, robust income, and strategic positioning in global communications infrastructure. AMT’s integrated tower and CoreSite data center assets drive margin expansion, with management targeting 200–300 bps adjusted EBITDA margin growth by decade’s end. Emerging markets and Europe fuel organic tenant billings growth, offsetting Latin America weakness and supporting 5–9% annual FFO/share growth estimates. At a forward P/FFO of 18.5, AMT trades below historical norms, with a 3.8% yield, a 70% payout ratio, and mid-single digit dividend growth guidance. Read the full article on Seeking Alpha