Outfront Media Inc (OUT)vsSBA Communications Corp (SBAC)
OUT
Outfront Media Inc
$28.62
+0.70%
REAL ESTATE · Cap: $5.07B
SBAC
SBA Communications Corp
$185.47
+2.23%
REAL ESTATE · Cap: $20.02B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 49% more annual revenue ($2.87B vs $1.93B). SBAC leads profitability with a 34.5% profit margin vs 12.7%. OUT appears more attractively valued with a PEG of 0.39. OUT earns a higher WallStSmart Score of 73/100 (B).
OUT
Strong Buy73
out of 100
Grade: B
SBAC
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-17.1%
Fair Value
$22.26
Current Price
$28.62
$6.36 premium
Margin of Safety
+0.7%
Fair Value
$192.32
Current Price
$185.47
$6.85 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 340.0% YoY
Every $100 of equity generates 28 in profit
Strong operational efficiency at 22.3%
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 52.2%
Conservative balance sheet, low leverage
Areas to Watch
Weak financial health signals
Distress zone — elevated risk
Elevated debt levels
2.3% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 10.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : OUT
The strongest argument for OUT centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 13.5% demonstrates continued momentum. 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, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 52.2%.
Bear Case : OUT
The primary concerns for OUT are Piotroski F-Score, Altman Z-Score, Debt/Equity. Debt-to-equity of 5.96 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
OUT carries more volatility with a beta of 1.46 — expect wider price swings.
OUT is growing revenue faster at 13.5% — sustainability is the question.
SBAC generates stronger free cash flow (345M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OUT scores higher overall (73/100 vs 47/100) and 13.5% revenue growth. Both earn "Strong 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.
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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