Ladder Capital Corp Class A (LADR)vsSBA Communications Corp (SBAC)
LADR
Ladder Capital Corp Class A
$10.26
0.00%
REAL ESTATE · Cap: $1.31B
SBAC
SBA Communications Corp
$218.17
-0.21%
REAL ESTATE · Cap: $23.19B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 1220% more annual revenue ($2.85B vs $216.26M). SBAC leads profitability with a 35.7% profit margin vs 25.4%. LADR appears more attractively valued with a PEG of 1.89. LADR earns a higher WallStSmart Score of 48/100 (D+).
LADR
Hold48
out of 100
Grade: D+
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.6%
Fair Value
$10.49
Current Price
$10.26
$0.23 premium
Margin of Safety
+13.3%
Fair Value
$220.22
Current Price
$218.17
$2.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 25 of every $100 in revenue as profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Areas to Watch
Expensive relative to growth rate
1.7% revenue growth
Smaller company, higher risk/reward
ROE of 3.7% — below average capital efficiency
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 : LADR
The strongest argument for LADR centers on Price/Book, Profit Margin. Profitability is solid with margins at 25.4% and operating margin at 6.1%.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : LADR
The primary concerns for LADR are PEG Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.37 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
LADR profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 1.02 — 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
LADR scores higher overall (48/100 vs 46/100), backed by strong 25.4% margins. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Ladder Capital Corp Class A
REAL ESTATE · REIT - MORTGAGE · USA
Ladder Capital Corp is a real estate investment trust in the United States. The company is headquartered in New York, New York.
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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