MasTec Inc (MTZ)vsSBA Communications Corp (SBAC)
MTZ
MasTec Inc
$414.90
-4.57%
INDUSTRIALS · Cap: $32.74B
SBAC
SBA Communications Corp
$199.62
-0.79%
REAL ESTATE · Cap: $23.04B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 435% more annual revenue ($15.28B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 3.0%. MTZ appears more attractively valued with a PEG of 2.02. MTZ earns a higher WallStSmart Score of 58/100 (C).
MTZ
Buy58
out of 100
Grade: C
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.3%
Fair Value
$193.05
Current Price
$414.90
$221.85 premium
Margin of Safety
+13.3%
Fair Value
$220.18
Current Price
$199.62
$20.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Areas to Watch
Expensive relative to growth rate
Trading at 9.9x book value
3.0% margin — thin
Operating margin of 3.7%
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 : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
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 : MTZ
The primary concerns for MTZ are PEG Ratio, Price/Book, Profit Margin. A P/E of 72.4x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
MTZ profiles as a hypergrowth stock while SBAC is a mature play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.82 — expect wider price swings.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
MTZ scores higher overall (58/100 vs 46/100) and 34.5% revenue growth. Both earn "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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
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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