Haverty Furniture Companies Inc (HVT)vsSBA Communications Corp (SBAC)
HVT
Haverty Furniture Companies Inc
$22.14
+1.56%
CONSUMER CYCLICAL · Cap: $366.94M
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 271% more annual revenue ($2.82B vs $759.00M). SBAC leads profitability with a 37.4% profit margin vs 2.6%. HVT appears more attractively valued with a PEG of 0.97. HVT earns a higher WallStSmart Score of 56/100 (C).
HVT
Buy56
out of 100
Grade: C
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+1.8%
Fair Value
$26.80
Current Price
$22.14
$4.66 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
Reasonable price relative to book value
Growing faster than its price suggests
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
3.8% earnings growth
Smaller company, higher risk/reward
ROE of 6.4% — below average capital efficiency
2.6% margin — thin
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 : HVT
The strongest argument for HVT centers on Price/Book, PEG Ratio. PEG of 0.97 suggests the stock is reasonably priced for its 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 : HVT
The primary concerns for HVT are EPS Growth, Market Cap, Return on Equity. Thin 2.6% 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
HVT carries more volatility with a beta of 1.29 — expect wider price swings.
HVT is growing revenue faster at 9.5% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Monitor HOME IMPROVEMENT RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HVT scores higher overall (56/100 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.
Haverty Furniture Companies Inc
CONSUMER CYCLICAL · HOME IMPROVEMENT RETAIL · USA
Haverty Furniture Companies, Inc. is a specialty retailer of residential furniture and accessories in the United States. The company is headquartered in Atlanta, Georgia.
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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