Pebblebrook Hotel Trust (PEB)vsSBA Communications Corp (SBAC)
PEB
Pebblebrook Hotel Trust
$16.89
+0.30%
REAL ESTATE · Cap: $1.73B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 90% more annual revenue ($2.85B vs $1.50B). SBAC leads profitability with a 35.7% profit margin vs -3.5%. PEB appears more attractively valued with a PEG of 3.21. SBAC earns a higher WallStSmart Score of 49/100 (D+).
PEB
Hold41
out of 100
Grade: D
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.1%
Fair Value
$68.08
Current Price
$16.89
$51.19 discount
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
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 4.5%
Expensive relative to growth rate
ROE of -2.1% — below average capital efficiency
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 : PEB
The strongest argument for PEB centers on Price/Book.
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 : PEB
The primary concerns for PEB are Market Cap, Operating Margin, PEG Ratio.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
PEB profiles as a turnaround stock while SBAC is a mature play — different risk/reward profiles.
PEB carries more volatility with a beta of 1.45 — expect wider price swings.
PEB is growing revenue faster at 7.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 41/100), backed by strong 35.7% margins. PEB offers better value entry with a 81.1% margin of safety. Both earn "Hold" 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.
Pebblebrook Hotel Trust
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Pebblebrook Hotel Trust (NYSE: PEB) is a publicly traded real estate investment trust (REIT) and the largest owner of urban and resort lifestyle hotels in the United States.
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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