Nexpoint Residential Trust Inc (NXRT)vsSBA Communications Corp (SBAC)
NXRT
Nexpoint Residential Trust Inc
$24.90
+0.77%
REAL ESTATE · Cap: $1.29B
SBAC
SBA Communications Corp
$186.19
+1.70%
REAL ESTATE · Cap: $19.20B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 1026% more annual revenue ($2.85B vs $253.38M). SBAC leads profitability with a 35.7% profit margin vs -13.2%. SBAC appears more attractively valued with a PEG of 7.51. SBAC earns a higher WallStSmart Score of 49/100 (D+).
NXRT
Hold42
out of 100
Grade: D
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NXRT.
Margin of Safety
+0.3%
Fair Value
$191.61
Current Price
$186.19
$5.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 371.8% YoY
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
2.4% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
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 : NXRT
The strongest argument for NXRT centers on EPS Growth, Price/Book.
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 : NXRT
The primary concerns for NXRT are Revenue Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 6.41 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
NXRT profiles as a turnaround stock while SBAC is a mature play — different risk/reward profiles.
NXRT carries more volatility with a beta of 1.19 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (345M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 42/100), backed by strong 35.7% margins. 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.
Nexpoint Residential Trust Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
NexPoint Residential Trust is a publicly traded REIT, with its shares listed on the New York Stock Exchange under the symbol NXRT, primarily focused on acquiring, owning and operating well-located middle-income multifamily properties with value-added potential in large cities and suburbs. Submarkets in large cities, mainly in the southeastern and southwestern United States.
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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