Quanta Services Inc (PWR)vsSBA Communications Corp (SBAC)
PWR
Quanta Services Inc
$769.99
-1.29%
INDUSTRIALS · Cap: $117.06B
SBAC
SBA Communications Corp
$199.62
-0.79%
REAL ESTATE · Cap: $23.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 955% more annual revenue ($30.12B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 3.7%. PWR appears more attractively valued with a PEG of 2.04. PWR earns a higher WallStSmart Score of 54/100 (C-).
PWR
Buy54
out of 100
Grade: C-
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for PWR.
Margin of Safety
+13.3%
Fair Value
$220.18
Current Price
$199.62
$20.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 51.0% YoY
Large-cap with strong market position
Revenue surging 26.3% year-over-year
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Areas to Watch
Expensive relative to growth rate
Trading at 12.8x book value
3.7% margin — thin
Operating margin of 4.2%
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 : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 26.3% demonstrates continued momentum.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 107.6x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
PWR profiles as a growth stock while SBAC is a mature play — different risk/reward profiles.
PWR carries more volatility with a beta of 1.24 — expect wider price swings.
PWR is growing revenue faster at 26.3% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
PWR scores higher overall (54/100 vs 46/100) and 26.3% revenue growth. 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.
Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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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