Kilroy Realty Corp (KRC)vsSBA Communications Corp (SBAC)
KRC
Kilroy Realty Corp
$32.90
-3.58%
REAL ESTATE · Cap: $3.86B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 153% more annual revenue ($2.82B vs $1.11B). SBAC leads profitability with a 37.4% profit margin vs 19.6%. KRC appears more attractively valued with a PEG of 1.82. KRC earns a higher WallStSmart Score of 56/100 (C).
KRC
Buy56
out of 100
Grade: C
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.8%
Fair Value
$65.50
Current Price
$32.90
$32.60 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
Attractively priced relative to earnings
Strong operational efficiency at 22.5%
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
ROE of 4.4% — below average capital efficiency
Revenue declined 0.3%
Earnings declined 79.0%
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 : KRC
The strongest argument for KRC centers on Price/Book, P/E Ratio, Operating Margin. Profitability is solid with margins at 19.6% and operating margin at 22.5%.
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 : KRC
The primary concerns for KRC are PEG Ratio, Return on Equity, Revenue Growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
KRC profiles as a declining stock while SBAC is a value play — different risk/reward profiles.
KRC carries more volatility with a beta of 1.10 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
Monitor REIT - OFFICE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
KRC scores higher overall (56/100 vs 54/100), backed by strong 19.6% margins. 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.
Kilroy Realty Corp
REAL ESTATE · REIT - OFFICE · USA
Kilroy Realty Corporation (NYSE: KRC, the?
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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