Outfront Media Inc (OUT)vsSBA Communications Corp (SBAC)
OUT
Outfront Media Inc
$31.20
-0.48%
REAL ESTATE · Cap: $5.52B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 53% more annual revenue ($2.85B vs $1.87B). SBAC leads profitability with a 35.7% profit margin vs 10.0%. OUT appears more attractively valued with a PEG of 0.39. OUT earns a higher WallStSmart Score of 65/100 (C+).
OUT
Buy65
out of 100
Grade: C+
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.3%
Fair Value
$17.58
Current Price
$31.20
$13.62 premium
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 28 in profit
Earnings expanding 24.7% YoY
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
Trading at 8.3x book value
Weak financial health signals
Distress zone — elevated risk
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 : OUT
The strongest argument for OUT centers on PEG Ratio, Return on Equity, 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, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : OUT
The primary concerns for OUT are P/E Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 6.29 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
OUT profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
OUT carries more volatility with a beta of 1.48 — expect wider price swings.
OUT is growing revenue faster at 10.0% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
OUT scores higher overall (65/100 vs 49/100). 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.
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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