Ferrovial SE (FER)vsSBA Communications Corp (SBAC)
FER
Ferrovial SE
$67.90
-1.47%
INDUSTRIALS · Cap: $50.24B
SBAC
SBA Communications Corp
$199.62
-0.79%
REAL ESTATE · Cap: $23.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Ferrovial SE generates 237% more annual revenue ($9.63B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 9.2%. FER appears more attractively valued with a PEG of 5.67. SBAC earns a higher WallStSmart Score of 46/100 (D+).
FER
Hold38
out of 100
Grade: F
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FER.
Margin of Safety
+13.3%
Fair Value
$220.18
Current Price
$199.62
$20.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Generating 1.4B in free cash flow
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 87.6%
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 : FER
The strongest argument for FER centers on Market Cap, Free Cash Flow.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : FER
The primary concerns for FER are PEG Ratio, P/E Ratio, EPS Growth. A P/E of 49.3x leaves little room for execution misses.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
FER profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 1.02 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
FER generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (46/100 vs 38/100), backed by strong 35.7% margins. Both earn "Hold" 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.
Ferrovial SE
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Ferrovial SE, engages in the development, construction, and operation of highways and airports in the United States, Poland, Spain, the United Kingdom, Canada, and internationally. The company is headquartered in Amsterdam, the Netherlands.
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.
Compare with Other ENGINEERING & CONSTRUCTION Stocks
Want to dig deeper into these stocks?