National Health Investors Inc (NHI)vsSBA Communications Corp (SBAC)
NHI
National Health Investors Inc
$78.29
-0.32%
REAL ESTATE · Cap: $3.86B
SBAC
SBA Communications Corp
$181.90
-2.36%
REAL ESTATE · Cap: $19.69B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 605% more annual revenue ($2.85B vs $404.71M). NHI leads profitability with a 36.6% profit margin vs 35.7%. NHI appears more attractively valued with a PEG of 4.76. SBAC earns a higher WallStSmart Score of 49/100 (D+).
NHI
Hold48
out of 100
Grade: D+
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.0%
Fair Value
$127.84
Current Price
$78.29
$49.55 discount
Margin of Safety
+0.4%
Fair Value
$191.80
Current Price
$181.90
$9.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 61.3%
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Weak financial health signals
Expensive relative to growth rate
Revenue declined 2.6%
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 : NHI
The strongest argument for NHI centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 36.6% and operating margin at 61.3%.
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 : NHI
The primary concerns for NHI are P/E Ratio, Piotroski F-Score, PEG Ratio.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
NHI profiles as a declining stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 1.00 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 48/100), backed by strong 35.7% margins. NHI offers better value entry with a 31.0% margin of safety. Both earn "Hold" 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.
National Health Investors Inc
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Incorporated in 1991, National Health Investors, Inc. (NYSE: NHI) is a real estate investment trust specializing in the sale and leaseback, joint ventures, mortgages, and interim financing of discretionary and medical-based home and investment investments. in needs.
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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