Fox Corp Class A (FOXA)vsSBA Communications Corp (SBAC)
FOXA
Fox Corp Class A
$63.49
+0.87%
COMMUNICATION SERVICES · Cap: $26.77B
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Fox Corp Class A generates 489% more annual revenue ($16.58B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 11.4%. SBAC appears more attractively valued with a PEG of 4.89. SBAC earns a higher WallStSmart Score of 54/100 (C-).
FOXA
Buy53
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.3%
Fair Value
$89.00
Current Price
$63.49
$25.51 discount
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$215.97
$1.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
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
2.0% revenue growth
Expensive relative to growth rate
Earnings declined 35.8%
Negative free cash flow — burning cash
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 : FOXA
The strongest argument for FOXA centers on P/E Ratio, 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 : FOXA
The primary concerns for FOXA are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.88 — 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 ENTERTAINMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBAC scores higher overall (54/100 vs 53/100), backed by strong 37.4% margins. FOXA offers better value entry with a 31.3% margin of safety. 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.
Fox Corp Class A
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Fox Corporation is an American mass media company headquartered in New York City.
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 ENTERTAINMENT Stocks
Want to dig deeper into these stocks?