Nexpoint Residential Trust Inc (NXRT)vsSBA Communications Corp (SBAC)
NXRT
Nexpoint Residential Trust Inc
$28.89
+2.19%
REAL ESTATE · Cap: $1.36B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 1019% more annual revenue ($2.82B vs $251.54M). SBAC leads profitability with a 37.4% profit margin vs -12.7%. SBAC appears more attractively valued with a PEG of 4.89. SBAC earns a higher WallStSmart Score of 54/100 (C-).
NXRT
Hold40
out of 100
Grade: F
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+53.8%
Fair Value
$67.59
Current Price
$28.89
$38.70 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
Earnings expanding 371.8% YoY
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -9.0% — below average capital efficiency
Revenue declined 2.6%
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 : 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, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : NXRT
The primary concerns for NXRT are Market Cap, PEG Ratio, Return on Equity.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
NXRT profiles as a turnaround stock while SBAC is a value 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 3.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 40/100), backed by strong 37.4% margins. NXRT offers better value entry with a 53.8% margin of safety. 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.
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.
Compare with Other REIT - RESIDENTIAL Stocks
Want to dig deeper into these stocks?