WallStSmart

Re Max Holding (RMAX)vsSBA Communications Corp (SBAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SBA Communications Corp generates 865% more annual revenue ($2.82B vs $291.60M). SBAC leads profitability with a 37.4% profit margin vs 2.8%. RMAX appears more attractively valued with a PEG of 4.07. SBAC earns a higher WallStSmart Score of 54/100 (C-).

RMAX

Hold

44

out of 100

Grade: D

Growth: 2.0Profit: 5.5Value: 4.3Quality: 5.0

SBAC

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 4.7Quality: 3.8
Piotroski: 4/9Altman Z: -0.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for RMAX.

SBACUndervalued (+12.1%)

Margin of Safety

+12.1%

Fair Value

$217.30

Current Price

$221.20

$3.90 discount

UndervaluedFair: $217.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RMAX2 strengths · Avg: 9.0/10
Price/BookValuation
0.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
24.0%8/10

Strong operational efficiency at 24.0%

SBAC3 strengths · Avg: 10.0/10
Profit MarginProfitability
37.4%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
52.4%10/10

Strong operational efficiency at 52.4%

EPS GrowthGrowth
115.6%10/10

Earnings expanding 115.6% YoY

Areas to Watch

RMAX4 concerns · Avg: 3.3/10
P/E RatioValuation
28.2x4/10

Moderate valuation

Market CapQuality
$607.91M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.2%3/10

ROE of 0.2% — below average capital efficiency

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

SBAC4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

PEG RatioValuation
4.892/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.142/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : RMAX

The strongest argument for RMAX centers on Price/Book, Operating Margin.

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 : RMAX

The primary concerns for RMAX are P/E Ratio, Market Cap, Return on Equity. Thin 2.8% margins leave little buffer for downturns.

Bear Case : SBAC

The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

RMAX carries more volatility with a beta of 1.27 — expect wider price swings.

SBAC is growing revenue faster at 3.7% — sustainability is the question.

SBAC generates stronger free cash flow (241M), providing more financial flexibility.

Monitor REAL ESTATE SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SBAC scores higher overall (54/100 vs 44/100), 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.

Re Max Holding

REAL ESTATE · REAL ESTATE SERVICES · USA

RE / MAX Holdings, Inc. is a franchisor of real estate and mortgage brokerage services in the United States, Canada, and internationally. The company is headquartered in Denver, Colorado.

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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