SBA Communications Corp (SBAC)vsTerreno Realty Corporation (TRNO)
SBAC
SBA Communications Corp
$187.59
+0.08%
REAL ESTATE · Cap: $21.72B
TRNO
Terreno Realty Corporation
$65.66
-0.25%
REAL ESTATE · Cap: $7.11B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 482% more annual revenue ($2.85B vs $490.40M). TRNO leads profitability with a 86.5% profit margin vs 35.7%. TRNO appears more attractively valued with a PEG of 7.15. TRNO earns a higher WallStSmart Score of 68/100 (B-).
SBAC
Hold49
out of 100
Grade: D+
TRNO
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.7%
Fair Value
$192.34
Current Price
$187.59
$4.75 discount
Margin of Safety
+69.3%
Fair Value
$213.41
Current Price
$65.66
$147.75 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%
Conservative balance sheet, low leverage
Keeps 87 of every $100 in revenue as profit
Strong operational efficiency at 40.7%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 40.2% 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
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 : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 86.5% and operating margin at 40.7%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
TRNO carries more volatility with a beta of 1.06 — expect wider price swings.
TRNO is growing revenue faster at 12.7% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRNO scores higher overall (68/100 vs 49/100), backed by strong 86.5% margins and 12.7% revenue growth. Both earn "Strong 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.
Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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