Brixmor Property (BRX)vsSBA Communications Corp (SBAC)
BRX
Brixmor Property
$30.37
+0.73%
REAL ESTATE · Cap: $9.67B
SBAC
SBA Communications Corp
$184.03
+0.78%
REAL ESTATE · Cap: $19.20B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 103% more annual revenue ($2.85B vs $1.40B). SBAC leads profitability with a 35.7% profit margin vs 30.8%. BRX appears more attractively valued with a PEG of 1.68. BRX earns a higher WallStSmart Score of 56/100 (C).
BRX
Buy56
out of 100
Grade: C
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.8%
Fair Value
$22.06
Current Price
$30.37
$8.31 premium
Margin of Safety
+0.4%
Fair Value
$191.80
Current Price
$184.03
$7.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 31 of every $100 in revenue as profit
Strong operational efficiency at 36.0%
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
4.3% revenue growth
Earnings declined 14.1%
Distress zone — elevated risk
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 : BRX
The strongest argument for BRX centers on Profit Margin, Operating Margin. Profitability is solid with margins at 30.8% and operating margin at 36.0%.
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 : BRX
The primary concerns for BRX are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BRX profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 1.00 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
BRX scores higher overall (56/100 vs 49/100), backed by strong 30.8% margins. 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.
Brixmor Property
REAL ESTATE · REIT - RETAIL · USA
Brixmor (NYSE: BRX) is a real estate investment trust (REIT) that owns and operates a high-quality national portfolio of outdoor shopping centers.
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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