First Industrial Realty Trust Inc (FR)vsSBA Communications Corp (SBAC)
FR
First Industrial Realty Trust Inc
$57.18
-1.70%
REAL ESTATE · Cap: $7.81B
SBAC
SBA Communications Corp
$167.06
+0.54%
REAL ESTATE · Cap: $17.65B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 287% more annual revenue ($2.82B vs $727.56M). SBAC leads profitability with a 37.4% profit margin vs 34.0%. FR appears more attractively valued with a PEG of 3.74. FR earns a higher WallStSmart Score of 58/100 (C).
FR
Buy58
out of 100
Grade: C
SBAC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.0%
Fair Value
$58.19
Current Price
$57.18
$1.01 premium
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$167.06
$292.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 42.1%
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
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
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 : FR
The strongest argument for FR centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 34.0% and operating margin at 42.1%.
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 : FR
The primary concerns for FR are P/E Ratio, PEG Ratio, Free Cash Flow.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
FR profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
FR carries more volatility with a beta of 1.12 — expect wider price swings.
FR is growing revenue faster at 7.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
FR scores higher overall (58/100 vs 57/100), backed by strong 34.0% margins. SBAC offers better value entry with a 58.4% 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.
First Industrial Realty Trust Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
First Industrial Realty Trust, Inc. (NYSE: FR) is a leading fully integrated industrial real estate owner, operator, and developer with a history of providing industry-leading customer service to multinational corporations and regional clients.
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 REIT - INDUSTRIAL Stocks
Want to dig deeper into these stocks?