EchoStar Corporation (SATS)vsSBA Communications Corp (SBAC)
SATS
EchoStar Corporation
$123.14
+2.81%
COMMUNICATION SERVICES · Cap: $35.73B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
EchoStar Corporation generates 433% more annual revenue ($15.00B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs -96.6%. SATS appears more attractively valued with a PEG of 1.34. SBAC earns a higher WallStSmart Score of 54/100 (C-).
SATS
Avoid34
out of 100
Grade: F
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+66.3%
Fair Value
$326.45
Current Price
$123.14
$203.31 discount
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Weak financial health signals
ROE of -111.3% — below average capital efficiency
Revenue declined 4.3%
Earnings declined 85.6%
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 : SATS
PEG of 1.34 suggests the stock is reasonably priced for its growth.
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 : SATS
The primary concerns for SATS are Piotroski F-Score, Return on Equity, Revenue Growth. Debt-to-equity of 4.40 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
SATS profiles as a turnaround stock while SBAC is a value play — different risk/reward profiles.
SATS carries more volatility with a beta of 1.00 — 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.
Bottom Line
SBAC scores higher overall (54/100 vs 34/100), backed by strong 37.4% margins. SATS offers better value entry with a 66.3% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
EchoStar Corporation
COMMUNICATION SERVICES · TELECOM SERVICES · USA
EchoStar Corporation provides broadband satellite technologies and broadband Internet services. The company is headquartered in Englewood, 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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