FirstService Corp (FSV)vsSBA Communications Corp (SBAC)
FSV
FirstService Corp
$133.81
-0.20%
REAL ESTATE · Cap: $6.58B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
FirstService Corp generates 98% more annual revenue ($5.56B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 2.9%. FSV appears more attractively valued with a PEG of 2.17. SBAC earns a higher WallStSmart Score of 54/100 (C-).
FSV
Buy54
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.0%
Fair Value
$394.36
Current Price
$133.81
$260.55 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
Earnings expanding 626.0% YoY
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
2.9% margin — thin
Operating margin of 3.7%
Weak financial health signals
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 : FSV
The strongest argument for FSV centers on EPS Growth.
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 : FSV
The primary concerns for FSV are PEG Ratio, Profit Margin, Operating Margin. A P/E of 40.3x leaves little room for execution misses. Thin 2.9% 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
FSV carries more volatility with a beta of 0.95 — expect wider price swings.
FSV is growing revenue faster at 5.3% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FSV scores higher overall (54/100 vs 54/100). 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.
FirstService Corp
REAL ESTATE · REAL ESTATE SERVICES · USA
FirstService Corporation provides residential property management and other essential property services to residential and commercial clients in the United States and Canada. The company is headquartered in Toronto, Canada.
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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