SBA Communications Corp (SBAC)vsStar Holdings (STHO)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
STHO
Star Holdings
$8.87
0.00%
REAL ESTATE · Cap: $108.86M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 2193% more annual revenue ($2.85B vs $124.46M). SBAC leads profitability with a 35.7% profit margin vs -53.7%. SBAC earns a higher WallStSmart Score of 49/100 (D+).
SBAC
Hold49
out of 100
Grade: D+
STHO
Hold45
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Margin of Safety
-29.2%
Fair Value
$6.20
Current Price
$8.87
$2.67 premium
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
Revenue surging 43.2% 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
Smaller company, higher risk/reward
ROE of -28.0% — below average capital efficiency
Earnings declined 98.0%
Negative free cash flow — burning cash
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 : STHO
The strongest argument for STHO centers on Price/Book, Revenue Growth. Revenue growth of 43.2% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : STHO
The primary concerns for STHO are Market Cap, Return on Equity, EPS Growth.
Key Dynamics to Monitor
SBAC profiles as a mature stock while STHO is a hypergrowth play — different risk/reward profiles.
STHO carries more volatility with a beta of 1.27 — expect wider price swings.
STHO is growing revenue faster at 43.2% — 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. 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.
Star Holdings
REAL ESTATE · REAL ESTATE SERVICES · USA
Star Holdings engages in the non-ground lease related commercial real estate businesses in the United States. The company is headquartered in New York, New York.
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