SBA Communications Corp (SBAC)vsStratus Properties Inc (STRS)
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
STRS
Stratus Properties Inc
$30.10
+3.58%
REAL ESTATE · Cap: $151.18M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 8722% more annual revenue ($2.82B vs $31.91M). SBAC leads profitability with a 37.4% profit margin vs -25.4%. STRS appears more attractively valued with a PEG of 1.19. SBAC earns a higher WallStSmart Score of 57/100 (C).
SBAC
Buy57
out of 100
Grade: C
STRS
Avoid31
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
Intrinsic value data unavailable for STRS.
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
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of -4.9% — below average capital efficiency
Revenue declined 44.1%
Earnings declined 74.4%
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 : STRS
The strongest argument for STRS centers on Price/Book. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : STRS
The primary concerns for STRS are Market Cap, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
SBAC profiles as a value stock while STRS is a turnaround play — different risk/reward profiles.
STRS carries more volatility with a beta of 1.42 — 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.
Bottom Line
SBAC scores higher overall (57/100 vs 31/100), backed by strong 37.4% margins. Both earn "Buy" and "Avoid" 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.
Stratus Properties Inc
REAL ESTATE · REAL ESTATE - DIVERSIFIED · USA
Stratus Properties Inc., a real estate company, engages in the acquisition, licensing, development, management and sale of commercial residential and multi-family and single-family real estate primarily in Texas. The company is headquartered in Austin, Texas.
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