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U.S. Telecom Tower REITs Industry Analysis

UpdatedMar 21, 2026
DataAggregated Company Financials
Companies1
  • 7D-4.1%
  • 3M2.5%
  • 1Y-18.2%
  • YTDn/a

Over the last 7 days, the Telecom Tower REITs industry has dropped 1.2%, driven by Crown Castle declining 1.2%. Overall the industry is down 15% in 12 months. Earnings are forecast to grow by 10% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 21 Mar 2026US$85.2bUS$10.6bUS$2.5b32.6x33.7x8x
Mon, 16 Feb 2026US$89.9bUS$10.5bUS$2.9b30.6x30.6x8.6x
Wed, 14 Jan 2026US$80.3bUS$10.5bUS$2.9b27.7x27.3x7.7x
Fri, 12 Dec 2025US$84.4bUS$10.5bUS$2.9b29x28.7x8.1x
Sun, 09 Nov 2025US$83.3bUS$10.5bUS$2.9b28.4x28.4x8x
Tue, 07 Oct 2025US$89.1bUS$10.3bUS$2.5b34.7x35.6x8.7x
Thu, 04 Sep 2025US$93.9bUS$10.3bUS$2.5b36.7x37.5x9.2x
Sat, 02 Aug 2025US$97.6bUS$10.3bUS$2.5b39.7x39x9.5x
Mon, 30 Jun 2025US$102.0bUS$10.2bUS$2.9b35.2x35.2x10x
Wed, 28 May 2025US$99.2bUS$10.2bUS$2.9b34.5x34.2x9.7x
Fri, 25 Apr 2025US$99.5bUS$10.1bUS$3.2b30.5x30.8x9.8x
Sun, 23 Mar 2025US$101.1bUS$10.1bUS$3.2b31.3x31.3x10x
Tue, 18 Feb 2025US$126.7bUS$17.8bUS$3.2b38.3x40x7.1x
Thu, 16 Jan 2025US$121.2bUS$17.8bUS$3.2b37x38.2x6.8x
Sat, 14 Dec 2024US$135.4bUS$17.8bUS$3.2b40.9x42.7x7.6x
Mon, 11 Nov 2024US$140.3bUS$17.8bUS$3.2b43x44.2x7.9x
Wed, 09 Oct 2024US$152.7bUS$17.9bUS$3.7b41.5x41.5x8.5x
Fri, 06 Sep 2024US$158.1bUS$17.9bUS$3.7b42.7x43x8.8x
Sun, 04 Aug 2024US$159.7bUS$17.9bUS$3.7b43x43.4x8.9x
Tue, 02 Jul 2024US$133.2bUS$18.1bUS$3.5b37.2x38.5x7.4x
Thu, 30 May 2024US$128.9bUS$18.1bUS$3.5b36.2x37.2x7.1x
Sat, 27 Apr 2024US$120.8bUS$18.0bUS$2.9b41.6x42x6.7x
Mon, 25 Mar 2024US$134.5bUS$18.1bUS$3.0b45.2x45.1x7.4x
Wed, 21 Feb 2024US$135.1bUS$18.0bUS$2.2b77.2x60.9x7.5x
Fri, 19 Jan 2024US$141.8bUS$18.1bUS$2.3b81.6x62.5x7.8x
Sun, 17 Dec 2023US$147.8bUS$18.1bUS$2.3b85x65.2x8.2x
Tue, 14 Nov 2023US$127.0bUS$18.1bUS$2.3b73.2x56x7x
Thu, 12 Oct 2023US$118.2bUS$18.1bUS$2.7b51.9x44.2x6.5x
Sat, 09 Sep 2023US$128.5bUS$18.1bUS$2.7b56.2x48x7.1x
Mon, 07 Aug 2023US$131.2bUS$18.1bUS$2.7b57.7x49x7.3x
Wed, 05 Jul 2023US$141.0bUS$17.8bUS$3.1b47.7x46x7.9x
Fri, 02 Jun 2023US$135.8bUS$17.8bUS$3.1b45.9x44.4x7.6x
Sun, 30 Apr 2023US$148.6bUS$17.8bUS$3.1b50.2x48.5x8.3x
Tue, 28 Mar 2023US$145.2bUS$17.7bUS$3.4b42x42.2x8.2x
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 41.7x202420252026
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 9.7% 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 Market-1.86%
Real Estate-3.76%
Specialized REITs-4.49%
Telecom Tower REITs-4.13%
Data Center REITs-2.32%
Timber REITs-4.08%
Self-Storage REITs-7.95%
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$174.15
SBA Communications
7D
-7.4%
1Y
-21.4%

SBAC: Churn Reset And Steady Carrier Activity Will Support Post 2026 Cash Flows

Analysts have trimmed the SBA Communications fair value estimate by about $1 to $224, with slightly higher discount rates and more cautious revenue growth and margin assumptions. This reflects recent price target cuts tied to DISH and EchoStar churn, higher financing costs, expense pressure, and mixed but steady carrier activity commentary.
CCI
US$82.36
Crown Castle
7D
-5.8%
1Y
-22.6%

CCI: Refocused Towers And Post 2026 Divestiture Path Will Ultimately Outweigh EchoStar Overhang

The analyst price target for Crown Castle has moved slightly higher to approximately $99 per share, as analysts factor in modestly better margin and revenue assumptions, along with recent initiation and target updates that reflect differing views on the company’s post divestiture trajectory. Analyst Commentary Recent research reflects a mix of optimism and caution around Crown Castle, with views shaped by the planned divestiture of the small cell and fiber businesses and updated tower leasing assumptions.
AMT
US$176.79
American Tower
7D
-4.1%
1Y
-18.2%