Real Brokerage Inc (REAX)vsSBA Communications Corp (SBAC)
REAX
Real Brokerage Inc
$2.15
-3.15%
REAL ESTATE · Cap: $431.27M
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 43% more annual revenue ($2.82B vs $1.97B). SBAC leads profitability with a 37.4% profit margin vs -0.4%. SBAC earns a higher WallStSmart Score of 54/100 (C-).
REAX
Hold35
out of 100
Grade: F
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for REAX.
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$215.97
$1.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 44.1% year-over-year
Safe zone — low bankruptcy risk
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Trading at 8.6x book value
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : REAX
The strongest argument for REAX centers on Revenue Growth, Altman Z-Score. Revenue growth of 44.1% demonstrates continued momentum.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : REAX
The primary concerns for REAX are Price/Book, EPS Growth, Market Cap.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
REAX profiles as a hypergrowth stock while SBAC is a value play — different risk/reward profiles.
REAX carries more volatility with a beta of 1.04 — expect wider price swings.
REAX is growing revenue faster at 44.1% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 35/100), backed by strong 37.4% margins. 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.
Real Brokerage Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Real Brokerage Inc. is a technology-driven residential real estate brokerage company. The company is headquartered in Toronto, Canada.
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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