CubeSmart (CUBE)vsSBA Communications Corp (SBAC)
CUBE
CubeSmart
$41.77
-0.19%
REAL ESTATE · Cap: $9.39B
SBAC
SBA Communications Corp
$184.03
+0.78%
REAL ESTATE · Cap: $19.20B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 151% more annual revenue ($2.85B vs $1.14B). SBAC leads profitability with a 35.7% profit margin vs 29.3%. CUBE appears more attractively valued with a PEG of 5.33. CUBE earns a higher WallStSmart Score of 53/100 (C-).
CUBE
Buy53
out of 100
Grade: C-
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.9%
Fair Value
$52.82
Current Price
$41.77
$11.05 discount
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
Strong operational efficiency at 41.0%
Keeps 29 of every $100 in revenue as profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
1.3% revenue growth
Elevated debt levels
Weak financial health signals
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 : CUBE
The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 41.0%.
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 : CUBE
The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CUBE profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
CUBE carries more volatility with a beta of 1.08 — 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
CUBE scores higher overall (53/100 vs 49/100), backed by strong 29.3% 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.
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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