Medical Properties Trust, Inc. (MPT)vsSBA Communications Corp (SBAC)
MPT
Medical Properties Trust, Inc.
$4.94
-3.70%
REAL ESTATE · Cap: $3.14B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 163% more annual revenue ($2.82B vs $1.07B). SBAC leads profitability with a 37.4% profit margin vs -25.9%. MPT appears more attractively valued with a PEG of 1.61. MPT earns a higher WallStSmart Score of 57/100 (C).
MPT
Buy57
out of 100
Grade: C
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+52.3%
Fair Value
$11.96
Current Price
$4.94
$7.02 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
Strong operational efficiency at 65.6%
Revenue surging 25.4% year-over-year
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
0.0% earnings growth
ROE of -5.8% — below average capital efficiency
Negative free cash flow — burning cash
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 : MPT
The strongest argument for MPT centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 25.4% demonstrates continued momentum.
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 : MPT
The primary concerns for MPT are PEG Ratio, EPS Growth, Return on Equity.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
MPT profiles as a growth stock while SBAC is a value play — different risk/reward profiles.
MPT carries more volatility with a beta of 1.50 — expect wider price swings.
MPT is growing revenue faster at 25.4% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
MPT scores higher overall (57/100 vs 54/100) and 25.4% revenue growth. 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.
Medical Properties Trust, Inc.
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Medical Properties Trust, Inc. is a self-advised real estate investment trust to acquire and develop net-leased hospital facilities.
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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