Sachem Capital Corp (SACH)vsSBA Communications Corp (SBAC)
SACH
Sachem Capital Corp
$0.93
+0.84%
REAL ESTATE · Cap: $45.50M
SBAC
SBA Communications Corp
$187.59
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 19329% more annual revenue ($2.85B vs $14.69M). SBAC leads profitability with a 35.7% profit margin vs -4.6%. SACH appears more attractively valued with a PEG of 0.15. SBAC earns a higher WallStSmart Score of 49/100 (D+).
SACH
Hold45
out of 100
Grade: D+
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.6%
Fair Value
$3.09
Current Price
$0.93
$2.16 discount
Margin of Safety
+0.7%
Fair Value
$192.34
Current Price
$187.59
$4.75 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 1145.0%
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
ROE of -0.4% — below average capital efficiency
Revenue declined 46.0%
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 : SACH
The strongest argument for SACH centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.15 suggests the stock is reasonably priced for its growth.
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 : SACH
The primary concerns for SACH are Market Cap, Debt/Equity, Return on Equity. Debt-to-equity of 1.80 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
SACH profiles as a turnaround stock while SBAC is a mature play — different risk/reward profiles.
SACH carries more volatility with a beta of 1.15 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 45/100), backed by strong 35.7% margins. SACH offers better value entry with a 67.6% margin of safety. Both earn "Hold" 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.
Sachem Capital Corp
REAL ESTATE · REIT - MORTGAGE · USA
Sachem Capital Corp. The company is headquartered in Branford, Connecticut.
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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