Four Corners Property Trust Inc (FCPT)vsSBA Communications Corp (SBAC)
FCPT
Four Corners Property Trust Inc
$25.57
+0.99%
REAL ESTATE · Cap: $2.78B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 857% more annual revenue ($2.82B vs $294.13M). FCPT leads profitability with a 38.2% profit margin vs 37.4%. SBAC trades at a lower P/E of 22.0x. SBAC earns a higher WallStSmart Score of 54/100 (C-).
FCPT
Buy54
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+40.3%
Fair Value
$42.31
Current Price
$25.57
$16.74 discount
Margin of Safety
+12.1%
Fair Value
$217.27
Current Price
$221.20
$3.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
0.6% earnings growth
ROE of 7.3% — below average capital efficiency
Distress zone — elevated risk
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 : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.2% and operating margin at 62.6%.
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 : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
FCPT profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.88 — expect wider price swings.
FCPT is growing revenue faster at 6.9% — sustainability is the question.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FCPT scores higher overall (54/100 vs 54/100), backed by strong 38.2% 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.
Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a distinguished real estate investment trust (REIT) focused on acquiring and managing a diversified portfolio of high-quality retail and restaurant properties throughout the United States. The company mainly invests in single-tenant net lease properties, strategically aligning its interests with well-established restaurant brands to ensure stable cash flow and sustainable growth. FCPT's commitment to rigorous asset management and a robust leasing framework positions it favorably in a dynamic retail landscape, aiming to optimize long-term value for its investors while responding adeptly to evolving consumer demands.
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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