SBA Communications Corp (SBAC)vsSmartStop Self Storage REIT, Inc. (SMA)
SBAC
SBA Communications Corp
$218.17
-0.21%
REAL ESTATE · Cap: $23.19B
SMA
SmartStop Self Storage REIT, Inc.
$32.56
-2.75%
REAL ESTATE · Cap: $1.92B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 917% more annual revenue ($2.85B vs $280.69M). SBAC leads profitability with a 35.7% profit margin vs 4.6%. SMA earns a higher WallStSmart Score of 47/100 (D+).
SBAC
Hold46
out of 100
Grade: D+
SMA
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.3%
Fair Value
$220.22
Current Price
$218.17
$2.05 discount
Margin of Safety
+6.3%
Fair Value
$34.80
Current Price
$32.56
$2.24 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%
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Revenue surging 24.6% year-over-year
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.5% — below average capital efficiency
4.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : SMA
The strongest argument for SMA centers on Price/Book, Operating Margin, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : SMA
The primary concerns for SMA are EPS Growth, Market Cap, Return on Equity. Thin 4.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
SBAC profiles as a mature stock while SMA is a growth play — different risk/reward profiles.
SBAC carries more volatility with a beta of 1.02 — expect wider price swings.
SMA is growing revenue faster at 24.6% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
SMA scores higher overall (47/100 vs 46/100) and 24.6% revenue growth. 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.
SmartStop Self Storage REIT, Inc.
REAL ESTATE · REIT - INDUSTRIAL · USA
SmartStop Self Storage REIT, Inc. is a premier real estate investment trust specializing in the acquisition, development, and management of high-quality self-storage facilities throughout the United States and Canada. With a strategic focus on cash flow generation and long-term value creation, SmartStop is committed to operational excellence and superior customer service, which collectively enhance shareholder returns. As a publicly traded company, it provides institutional investors with a compelling opportunity to invest in the resilient self-storage sector, characterized by steady demand and reliable rental income, positioning SmartStop as a noteworthy asset in the dynamic real estate market.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?