New England Realty Associates LP (NEN)vsSBA Communications Corp (SBAC)
NEN
New England Realty Associates LP
$61.99
+5.07%
REAL ESTATE · Cap: $205.73M
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 3005% more annual revenue ($2.82B vs $90.67M). SBAC leads profitability with a 37.4% profit margin vs 6.7%. SBAC trades at a lower P/E of 22.0x. SBAC earns a higher WallStSmart Score of 54/100 (C-).
NEN
Avoid33
out of 100
Grade: F
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.5%
Fair Value
$220.43
Current Price
$61.99
$158.44 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
15.9% revenue growth
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
2.4% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
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 : NEN
The strongest argument for NEN centers on Revenue Growth. Revenue growth of 15.9% 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 : NEN
The primary concerns for NEN are P/E Ratio, EPS Growth, Market Cap.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
NEN profiles as a growth stock while SBAC is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.88 — expect wider price swings.
NEN is growing revenue faster at 15.9% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 33/100), backed by strong 37.4% margins. NEN offers better value entry with a 70.5% margin of safety. Both earn "Buy" 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.
New England Realty Associates LP
REAL ESTATE · REAL ESTATE SERVICES · USA
New England Realty Associates Limited Partnership is dedicated to acquiring, developing, holding for investment, operating and selling real estate in the United States. The company is headquartered in Allston, Massachusetts.
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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