One Liberty Properties Inc (OLP)vsSBA Communications Corp (SBAC)
OLP
One Liberty Properties Inc
$22.71
-0.57%
REAL ESTATE · Cap: $503.45M
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 2794% more annual revenue ($2.82B vs $97.26M). SBAC leads profitability with a 37.4% profit margin vs 26.2%. OLP trades at a lower P/E of 20.1x. SBAC earns a higher WallStSmart Score of 54/100 (C-).
OLP
Hold46
out of 100
Grade: D+
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+38.1%
Fair Value
$36.43
Current Price
$22.71
$13.72 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
Strong operational efficiency at 31.1%
Keeps 26 of every $100 in revenue as profit
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
Elevated debt levels
Weak financial health signals
Revenue declined 0.7%
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 : OLP
The strongest argument for OLP centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 26.2% and operating margin at 31.1%.
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 : OLP
The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.50 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
OLP profiles as a declining stock while SBAC is a value play — different risk/reward profiles.
OLP carries more volatility with a beta of 0.99 — 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 46/100), backed by strong 37.4% margins. OLP offers better value entry with a 38.1% 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.
One Liberty Properties Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
One Liberty is a self-managed and self-managed real estate investment trust incorporated in Maryland in 1982.
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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