SBA Communications Corp (SBAC)vsGlobal Self Storage Inc (SELF)
SBAC
SBA Communications Corp
$183.23
+0.08%
REAL ESTATE · Cap: $19.15B
SELF
Global Self Storage Inc
$5.17
-0.39%
REAL ESTATE · Cap: $59.16M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 22282% more annual revenue ($2.85B vs $12.75M). SBAC leads profitability with a 35.7% profit margin vs 15.4%. SBAC trades at a lower P/E of 19.0x. SBAC earns a higher WallStSmart Score of 49/100 (D+).
SBAC
Hold49
out of 100
Grade: D+
SELF
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.6%
Fair Value
$192.16
Current Price
$183.23
$8.93 discount
Margin of Safety
+65.9%
Fair Value
$14.91
Current Price
$5.17
$9.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Premium valuation, high expectations priced in
1.5% 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, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bull Case : SELF
The strongest argument for SELF centers on Price/Book. Profitability is solid with margins at 15.4% and operating margin at 18.0%.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : SELF
The primary concerns for SELF are P/E Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
SBAC profiles as a mature stock while SELF is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 1.00 — 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 37/100), backed by strong 35.7% margins. SELF offers better value entry with a 65.9% 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.
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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