Agilent Technologies Inc (A)vsSBA Communications Corp (SBAC)
A
Agilent Technologies Inc
$135.44
-2.12%
HEALTHCARE · Cap: $36.67B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Agilent Technologies Inc generates 153% more annual revenue ($7.23B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 19.6%. A appears more attractively valued with a PEG of 1.28. A earns a higher WallStSmart Score of 71/100 (B).
A
Strong Buy71
out of 100
Grade: B
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-73.4%
Fair Value
$74.34
Current Price
$135.44
$61.10 premium
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 60.0% YoY
Strong operational efficiency at 23.7%
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Grey zone — moderate risk
Weak financial health signals
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : A
The strongest argument for A centers on EPS Growth, Operating Margin. Profitability is solid with margins at 19.6% and operating margin at 23.7%. PEG of 1.28 suggests the stock is reasonably priced for its growth.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : A
The primary concerns for A are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
A carries more volatility with a beta of 1.26 — expect wider price swings.
A is growing revenue faster at 10.0% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Monitor DIAGNOSTICS & RESEARCH industry trends, competitive dynamics, and regulatory changes.
Bottom Line
A scores higher overall (71/100 vs 49/100), backed by strong 19.6% margins. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Agilent Technologies Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Agilent Technologies, Inc. is an American analytical instrumentation development and manufacturing company that offers its products and services to markets worldwide. Its global headquarters is located in Santa Clara, California.
SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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