Outfront Media Inc (OUT)vsSBA Communications Corp (SBAC)
OUT
Outfront Media Inc
$27.09
-1.28%
REAL ESTATE · Cap: $4.83B
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 54% more annual revenue ($2.82B vs $1.83B). SBAC leads profitability with a 37.4% profit margin vs 8.0%. OUT appears more attractively valued with a PEG of 0.39. OUT earns a higher WallStSmart Score of 62/100 (C+).
OUT
Buy62
out of 100
Grade: C+
SBAC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.4%
Fair Value
$37.98
Current Price
$27.09
$10.89 discount
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$165.15
$293.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 25.1%
Earnings expanding 24.7% YoY
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
4.1% revenue growth
Distress zone — elevated risk
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 : OUT
The strongest argument for OUT centers on PEG Ratio, Operating Margin, EPS Growth. PEG of 0.39 suggests the stock is reasonably priced for its growth.
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 : OUT
The primary concerns for OUT are P/E Ratio, Revenue Growth, Altman Z-Score.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
OUT carries more volatility with a beta of 1.49 — expect wider price swings.
OUT is growing revenue faster at 4.1% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OUT scores higher overall (62/100 vs 57/100). SBAC offers better value entry with a 58.4% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Outfront Media Inc
REAL ESTATE · REIT - SPECIALTY · USA
OUTFRONT harnesses the power of technology, location, and creativity to connect brands with consumers outside their homes through one of the largest and most diverse sets of billboards, public transportation, and mobile assets in North America.
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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