Alexandria Real Estate Equities Inc (ARE)vsSBA Communications Corp (SBAC)
ARE
Alexandria Real Estate Equities Inc
$41.05
+1.58%
REAL ESTATE · Cap: $7.15B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Alexandria Real Estate Equities Inc generates 4% more annual revenue ($2.93B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs -36.1%. ARE appears more attractively valued with a PEG of 3.24. SBAC earns a higher WallStSmart Score of 54/100 (C-).
ARE
Buy51
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.9%
Fair Value
$133.89
Current Price
$41.05
$92.84 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
Earnings expanding 648.0% YoY
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Expensive relative to growth rate
ROE of -4.1% — below average capital efficiency
Revenue declined 11.5%
Currently unprofitable
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 : ARE
The strongest argument for ARE centers on Price/Book, EPS Growth.
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 : ARE
The primary concerns for ARE are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
ARE profiles as a turnaround stock while SBAC is a value play — different risk/reward profiles.
ARE carries more volatility with a beta of 1.34 — 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 51/100), backed by strong 37.4% margins. ARE offers better value entry with a 59.9% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alexandria Real Estate Equities Inc
REAL ESTATE · REIT - OFFICE · USA
Alexandria Real Estate Equities, Inc. is an American real estate investment trust that invests in office buildings and laboratories leased to tenants in the life science and technology industries.
Visit Website →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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