SBA Communications Corp (SBAC)vsGlobal Self Storage Inc (SELF)
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
SELF
Global Self Storage Inc
$5.10
+0.39%
REAL ESTATE · Cap: $57.60M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 22008% more annual revenue ($2.82B vs $12.73M). SBAC leads profitability with a 37.4% profit margin vs 14.1%. SBAC trades at a lower P/E of 17.0x. SBAC earns a higher WallStSmart Score of 57/100 (C).
SBAC
Buy57
out of 100
Grade: C
SELF
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$165.15
$293.96 discount
Margin of Safety
-367.0%
Fair Value
$1.09
Current Price
$5.10
$4.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 23.3%
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
0.8% revenue growth
Grey zone — moderate risk
Smaller company, higher risk/reward
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : SELF
The strongest argument for SELF centers on Price/Book, Operating Margin.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : SELF
The primary concerns for SELF are P/E Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.83 — 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 REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBAC scores higher overall (57/100 vs 37/100), 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.
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.
Global Self Storage Inc
REAL ESTATE · REIT - SPECIALTY · USA
Global Self Storage is a self-managed and self-managed REIT that owns, operates, manages, acquires, develops and redevelops self-storage properties.
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