Frp Holdings Ord (FRPH)vsSBA Communications Corp (SBAC)
FRPH
Frp Holdings Ord
$22.97
-1.29%
REAL ESTATE · Cap: $451.27M
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 8434% more annual revenue ($2.85B vs $33.45M). SBAC leads profitability with a 35.7% profit margin vs 2.8%. FRPH appears more attractively valued with a PEG of 1.12. SBAC earns a higher WallStSmart Score of 49/100 (D+).
FRPH
Avoid32
out of 100
Grade: F
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.7%
Fair Value
$17.34
Current Price
$22.97
$5.63 premium
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
ROE of 0.2% — below average capital efficiency
2.8% margin — thin
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 : FRPH
The strongest argument for FRPH centers on Price/Book. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : FRPH
The primary concerns for FRPH are Altman Z-Score, Market Cap, Return on Equity. A P/E of 470.8x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
FRPH profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 32/100), backed by strong 35.7% margins. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Frp Holdings Ord
REAL ESTATE · REAL ESTATE SERVICES · USA
FRP Holdings, Inc. is a real estate investment and development company in the United States. The company is headquartered in Jacksonville, Florida.
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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