SBA Communications Corp (SBAC)vsTurning Point Brands Inc (TPB)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
TPB
Turning Point Brands Inc
$86.55
-1.27%
CONSUMER DEFENSIVE · Cap: $1.64B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 494% more annual revenue ($2.85B vs $480.90M). SBAC leads profitability with a 35.7% profit margin vs 11.5%. TPB appears more attractively valued with a PEG of 0.05. TPB earns a higher WallStSmart Score of 59/100 (C).
SBAC
Hold49
out of 100
Grade: D+
TPB
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Intrinsic value data unavailable for TPB.
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
Growing faster than its price suggests
Every $100 of equity generates 23 in profit
16.8% revenue growth
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Moderate valuation
Smaller company, higher risk/reward
Earnings declined 24.1%
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 : TPB
The strongest argument for TPB centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : TPB
The primary concerns for TPB are P/E Ratio, Market Cap, EPS Growth.
Key Dynamics to Monitor
SBAC profiles as a mature stock while TPB is a growth play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
TPB is growing revenue faster at 16.8% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
TPB scores higher overall (59/100 vs 49/100) and 16.8% 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.
Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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