WallStSmart

Gladstone Commercial Corp Preferred Series G (GOODO)vsSBA Communications Corp (SBAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SBA Communications Corp generates 2023% more annual revenue ($2.87B vs $135.25M). SBAC leads profitability with a 34.5% profit margin vs 11.5%. SBAC trades at a lower P/E of 20.4x. SBAC earns a higher WallStSmart Score of 47/100 (D+).

GOODO

Avoid

31

out of 100

Grade: F

Growth: 4.0Profit: 7.0Value: 4.0Quality: 3.0
Piotroski: 2/9Altman Z: -0.22

SBAC

Hold

47

out of 100

Grade: D+

Growth: 3.3Profit: 8.0Value: 4.7Quality: 5.0
Piotroski: 5/9Altman Z: -0.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for GOODO.

SBACUndervalued (+0.6%)

Margin of Safety

+0.6%

Fair Value

$192.16

Current Price

$178.59

$13.57 discount

UndervaluedFair: $192.16Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GOODO1 strengths · Avg: 8.0/10
Operating MarginProfitability
25.1%8/10

Strong operational efficiency at 25.1%

SBAC3 strengths · Avg: 10.0/10
Profit MarginProfitability
34.5%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
52.2%10/10

Strong operational efficiency at 52.2%

Debt/EquityHealth
-3.2810/10

Conservative balance sheet, low leverage

Areas to Watch

GOODO4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.6%4/10

3.6% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$468.31M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

SBAC4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
2.3%4/10

2.3% revenue growth

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

PEG RatioValuation
11.002/10

Expensive relative to growth rate

EPS GrowthGrowth
-10.5%2/10

Earnings declined 10.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : GOODO

The strongest argument for GOODO centers on Operating Margin.

Bull Case : SBAC

The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 52.2%.

Bear Case : GOODO

The primary concerns for GOODO are Revenue Growth, EPS Growth, Market Cap. A P/E of 694.1x leaves little room for execution misses. Debt-to-equity of 5.46 is elevated, increasing financial risk.

Bear Case : SBAC

The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

GOODO carries more volatility with a beta of 1.00 — expect wider price swings.

GOODO is growing revenue faster at 3.6% — sustainability is the question.

SBAC generates stronger free cash flow (345M), providing more financial flexibility.

Monitor RESIDENTIAL & COMMERCIAL REITS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SBAC scores higher overall (47/100 vs 31/100), backed by strong 34.5% 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.

Gladstone Commercial Corp Preferred Series G

REAL ESTATE · RESIDENTIAL & COMMERCIAL REITS · USA

Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.

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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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