AngloGold Ashanti plc (AU)vsSBA Communications Corp (SBAC)
AU
AngloGold Ashanti plc
$84.12
-8.73%
BASIC MATERIALS · Cap: $42.69B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
AngloGold Ashanti plc generates 291% more annual revenue ($11.17B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 31.1%. AU appears more attractively valued with a PEG of 0.78. AU earns a higher WallStSmart Score of 84/100 (A-).
AU
Exceptional Buy84
out of 100
Grade: A-
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AU.
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
Every $100 of equity generates 41 in profit
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 56.1%
Revenue surging 64.9% year-over-year
Earnings expanding 185.2% YoY
Safe zone — low bankruptcy risk
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
No major concerns identified
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 : AU
The strongest argument for AU centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 31.1% and operating margin at 56.1%. Revenue growth of 64.9% demonstrates continued momentum.
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 : AU
No major red flags identified for AU, but monitor valuation.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
AU profiles as a growth stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
AU is growing revenue faster at 64.9% — sustainability is the question.
AU generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
AU scores higher overall (84/100 vs 49/100), backed by strong 31.1% margins and 64.9% revenue growth. Both earn "Exceptional 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.
AngloGold Ashanti plc
BASIC MATERIALS · GOLD · USA
AngloGold Ashanti Limited is a gold mining company. The company is headquartered in Johannesburg, South Africa.
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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