Mastercard Inc (MA)vsSBA Communications Corp (SBAC)
MA
Mastercard Inc
$491.08
+0.71%
FINANCIAL SERVICES · Cap: $422.07B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Mastercard Inc generates 1089% more annual revenue ($33.94B vs $2.85B). MA leads profitability with a 45.9% profit margin vs 35.7%. MA appears more attractively valued with a PEG of 1.58. MA earns a higher WallStSmart Score of 70/100 (B).
MA
Strong Buy70
out of 100
Grade: B
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MA.
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 232 in profit
Keeps 46 of every $100 in revenue as profit
Strong operational efficiency at 60.8%
Safe zone — low bankruptcy risk
15.8% revenue growth
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 64.8x book value
Elevated debt levels
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 : MA
The strongest argument for MA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 45.9% and operating margin at 60.8%. Revenue growth of 15.8% demonstrates continued momentum.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : MA
The primary concerns for MA are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.82 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
MA profiles as a growth stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
MA is growing revenue faster at 15.8% — sustainability is the question.
MA generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
MA scores higher overall (70/100 vs 49/100), backed by strong 45.9% margins and 15.8% revenue growth. Both earn "Strong Buy" 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.
Mastercard Inc
FINANCIAL SERVICES · CREDIT SERVICES · USA
Mastercard Incorporated is an American multinational financial services corporation headquartered in the Mastercard International Global Headquarters in Purchase, New York. The Global Operations Headquarters is located in O'Fallon, Missouri, a municipality of St. Charles County, Missouri. Throughout the world, its principal business is to process payments between the banks of merchants and the card-issuing banks or credit unions of the purchasers who use the Mastercard brand debit, credit and prepaid cards to make purchases. Mastercard Worldwide has been a publicly traded company since 2006.
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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