SBA Communications Corp (SBAC)vsTC Energy Corp (TRP)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
TRP
TC Energy Corp
$68.68
-0.39%
ENERGY · Cap: $71.02B
Smart Verdict
WallStSmart Research — data-driven comparison
TC Energy Corp generates 442% more annual revenue ($15.48B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 22.2%. TRP appears more attractively valued with a PEG of 4.45. TRP earns a higher WallStSmart Score of 55/100 (C).
SBAC
Hold49
out of 100
Grade: D+
TRP
Buy55
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
Margin of Safety
-49.2%
Fair Value
$40.83
Current Price
$68.68
$27.85 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
Strong operational efficiency at 47.5%
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Generating 1.1B in free cash flow
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
Expensive relative to growth rate
Earnings declined 8.5%
Distress zone — elevated risk
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 : TRP
The strongest argument for TRP centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 22.2% and operating margin at 47.5%.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : TRP
The primary concerns for TRP are P/E Ratio, PEG Ratio, EPS Growth. Debt-to-equity of 2.25 is elevated, increasing financial risk.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
TRP is growing revenue faster at 6.6% — sustainability is the question.
TRP generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRP scores higher overall (55/100 vs 49/100), backed by strong 22.2% margins. 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.
TC Energy Corp
ENERGY · OIL & GAS MIDSTREAM · USA
TC Energy Corporation is an energy infrastructure company in North America. The company is headquartered in Calgary, Canada.
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