SBA Communications Corp (SBAC)vsSterling Construction Company Inc (STRL)
SBAC
SBA Communications Corp
$199.62
-0.79%
REAL ESTATE · Cap: $23.04B
STRL
Sterling Construction Company Inc
$848.84
-4.52%
INDUSTRIALS · Cap: $26.64B
Smart Verdict
WallStSmart Research — data-driven comparison
Sterling Construction Company Inc generates 1% more annual revenue ($2.88B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 12.0%. STRL appears more attractively valued with a PEG of 3.55. STRL earns a higher WallStSmart Score of 63/100 (C+).
SBAC
Hold46
out of 100
Grade: D+
STRL
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.3%
Fair Value
$220.18
Current Price
$199.62
$20.56 discount
Intrinsic value data unavailable for STRL.
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%
Every $100 of equity generates 37 in profit
Revenue surging 91.6% year-over-year
Earnings expanding 141.4% YoY
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 23.5x book value
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 : STRL
The strongest argument for STRL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 91.6% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : STRL
The primary concerns for STRL are PEG Ratio, P/E Ratio, Price/Book. A P/E of 77.5x leaves little room for execution misses.
Key Dynamics to Monitor
SBAC profiles as a mature stock while STRL is a growth play — different risk/reward profiles.
STRL carries more volatility with a beta of 1.64 — expect wider price swings.
STRL is growing revenue faster at 91.6% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
STRL scores higher overall (63/100 vs 46/100) and 91.6% revenue growth. 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.
Sterling Construction Company Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.
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