CubeSmart (CUBE)vsSBA Communications Corp (SBAC)
CUBE
CubeSmart
$36.20
-0.19%
REAL ESTATE · Cap: $8.31B
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 150% more annual revenue ($2.82B vs $1.13B). SBAC leads profitability with a 37.4% profit margin vs 29.6%. SBAC appears more attractively valued with a PEG of 3.91. SBAC earns a higher WallStSmart Score of 57/100 (C).
CUBE
Buy54
out of 100
Grade: C-
SBAC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-297.2%
Fair Value
$9.72
Current Price
$36.20
$26.48 premium
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$165.15
$293.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 39.5%
Keeps 30 of every $100 in revenue as profit
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Attractively priced relative to earnings
Areas to Watch
Moderate valuation
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
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 : CUBE
The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.6% and operating margin at 39.5%.
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 : CUBE
The primary concerns for CUBE are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CUBE profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
CUBE carries more volatility with a beta of 1.11 — expect wider price swings.
CUBE is growing revenue faster at 5.6% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (57/100 vs 54/100), backed by strong 37.4% margins. 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.
CubeSmart
REAL ESTATE · REIT - INDUSTRIAL · USA
CubeSmart is a self-managed and self-managed real estate investment trust.
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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