WallStSmart

J W Mays Inc (MAYS)vsSBA Communications Corp (SBAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SBA Communications Corp generates 13294% more annual revenue ($2.87B vs $21.43M). SBAC leads profitability with a 34.5% profit margin vs -5.4%. SBAC earns a higher WallStSmart Score of 47/100 (D+).

MAYS

Avoid

23

out of 100

Grade: F

Growth: 3.3Profit: 2.0Value: 4.0Quality: 6.5
Piotroski: 3/9Altman Z: 1.60

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

MAYSSignificantly Overvalued (-20.7%)

Margin of Safety

-20.7%

Fair Value

$32.32

Current Price

$42.23

$9.91 premium

UndervaluedFair: $32.32Overvalued
SBACUndervalued (+0.8%)

Margin of Safety

+0.8%

Fair Value

$192.49

Current Price

$186.96

$5.53 discount

UndervaluedFair: $192.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MAYS1 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

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

MAYS4 concerns · Avg: 3.5/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Altman Z-ScoreHealth
1.604/10

Distress zone — elevated risk

Market CapQuality
$83.66M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

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
11.842/10

Expensive relative to growth rate

EPS GrowthGrowth
-10.5%2/10

Earnings declined 10.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : MAYS

The strongest argument for MAYS centers on Price/Book.

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 : MAYS

The primary concerns for MAYS are EPS Growth, Altman Z-Score, Market Cap.

Bear Case : SBAC

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

Key Dynamics to Monitor

MAYS profiles as a turnaround stock while SBAC is a value play — different risk/reward profiles.

SBAC carries more volatility with a beta of 0.98 — expect wider price swings.

SBAC is growing revenue faster at 2.3% — sustainability is the question.

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

Bottom Line

SBAC scores higher overall (47/100 vs 23/100), 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.

J W Mays Inc

REAL ESTATE · REAL ESTATE SERVICES · USA

JW Mays, Inc. owns, operates and leases commercial real estate in the United States. The company is headquartered in Brooklyn, New York.

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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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