Apple Hospitality REIT Inc (APLE)vsSBA Communications Corp (SBAC)
APLE
Apple Hospitality REIT Inc
$13.47
-0.07%
REAL ESTATE · Cap: $3.18B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 99% more annual revenue ($2.82B vs $1.41B). SBAC leads profitability with a 37.4% profit margin vs 12.4%. APLE trades at a lower P/E of 18.2x. SBAC earns a higher WallStSmart Score of 54/100 (C-).
APLE
Hold45
out of 100
Grade: D+
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.7%
Fair Value
$26.69
Current Price
$13.47
$13.22 discount
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
0.8% earnings growth
ROE of 5.5% — below average capital efficiency
Weak financial health signals
Revenue declined 2.0%
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : APLE
The strongest argument for APLE centers on Price/Book.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : APLE
The primary concerns for APLE are EPS Growth, Return on Equity, Piotroski F-Score.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
APLE profiles as a declining stock while SBAC is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.88 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 45/100), backed by strong 37.4% margins. APLE offers better value entry with a 53.7% margin of safety. Both earn "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.
Apple Hospitality REIT Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Apple Hospitality REIT, Inc. (NYSE: APLE) is a publicly traded real estate investment trust (?
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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