Floor & Decor Holdings Inc (FND)vsSBA Communications Corp (SBAC)
FND
Floor & Decor Holdings Inc
$48.40
+1.53%
CONSUMER CYCLICAL · Cap: $5.34B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Floor & Decor Holdings Inc generates 66% more annual revenue ($4.68B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 4.5%. FND appears more attractively valued with a PEG of 2.20. SBAC earns a higher WallStSmart Score of 54/100 (C-).
FND
Hold42
out of 100
Grade: D
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.8%
Fair Value
$101.10
Current Price
$48.40
$52.70 discount
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Expensive relative to growth rate
Moderate valuation
2.0% revenue growth
4.5% margin — thin
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 : FND
The strongest argument for FND centers on Price/Book.
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 : FND
The primary concerns for FND are PEG Ratio, P/E Ratio, Revenue Growth. Thin 4.5% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
FND carries more volatility with a beta of 1.82 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Monitor HOME IMPROVEMENT RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBAC scores higher overall (54/100 vs 42/100), backed by strong 37.4% margins. FND offers better value entry with a 31.8% margin of safety. 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.
Floor & Decor Holdings Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Floor & Decor Holdings, Inc. is a multi-channel specialty retailer of hard surface flooring and related accessories. The company is headquartered in Atlanta, Georgia.
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.
Compare with Other HOME IMPROVEMENT RETAIL Stocks
Want to dig deeper into these stocks?