PPG Industries Inc (PPG)vsSBA Communications Corp (SBAC)
PPG
PPG Industries Inc
$113.80
+1.64%
BASIC MATERIALS · Cap: $26.60B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 465% more annual revenue ($16.12B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 9.8%. PPG appears more attractively valued with a PEG of 1.82. PPG earns a higher WallStSmart Score of 58/100 (C).
PPG
Buy58
out of 100
Grade: C
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.7%
Fair Value
$127.61
Current Price
$113.80
$13.81 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
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
4.2% earnings growth
Negative free cash flow — burning cash
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 : PPG
The strongest argument for PPG centers on Altman Z-Score, P/E Ratio.
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 : PPG
The primary concerns for PPG are PEG Ratio, EPS Growth, Free Cash Flow.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
PPG profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.06 — expect wider price swings.
PPG is growing revenue faster at 6.7% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (58/100 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.
PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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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