RMR Group Inc (RMR)vsSBA Communications Corp (SBAC)
RMR
RMR Group Inc
$19.38
-1.22%
REAL ESTATE · Cap: $334.68M
SBAC
SBA Communications Corp
$218.62
+0.08%
REAL ESTATE · Cap: $23.19B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 1200% more annual revenue ($2.85B vs $219.53M). SBAC leads profitability with a 35.7% profit margin vs 10.7%. RMR appears more attractively valued with a PEG of 0.09. RMR earns a higher WallStSmart Score of 82/100 (A-).
RMR
Exceptional Buy82
out of 100
Grade: A-
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.7%
Fair Value
$93.64
Current Price
$19.38
$74.26 discount
Margin of Safety
+13.3%
Fair Value
$220.22
Current Price
$218.62
$1.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 48.3%
Revenue surging 45.8% year-over-year
Earnings expanding 89.1% YoY
Attractively priced relative to earnings
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
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 : RMR
The strongest argument for RMR centers on PEG Ratio, Price/Book, Operating Margin. Revenue growth of 45.8% demonstrates continued momentum. PEG of 0.09 suggests the stock is reasonably priced for its growth.
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 : RMR
The primary concerns for RMR are Market Cap, Piotroski F-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
RMR profiles as a growth stock while SBAC is a mature play — different risk/reward profiles.
RMR carries more volatility with a beta of 1.07 — expect wider price swings.
RMR is growing revenue faster at 45.8% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
RMR scores higher overall (82/100 vs 46/100) and 45.8% revenue growth. Both earn "Exceptional 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.
RMR Group Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
The RMR Group Inc., through its subsidiary, The RMR Group LLC, provides business and property management services in the United States. The company is headquartered in Newton, Massachusetts.
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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