SBA Communications Corp (SBAC)vsTC Energy Corp (TRP)
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
TRP
TC Energy Corp
$66.93
+4.64%
ENERGY · Cap: $69.73B
Smart Verdict
WallStSmart Research — data-driven comparison
TC Energy Corp generates 441% more annual revenue ($15.24B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 23.1%. TRP appears more attractively valued with a PEG of 3.37. TRP earns a higher WallStSmart Score of 59/100 (C).
SBAC
Buy54
out of 100
Grade: C-
TRP
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Margin of Safety
-36.5%
Fair Value
$44.64
Current Price
$66.93
$22.29 premium
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
Strong operational efficiency at 45.4%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
16.5% revenue growth
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Moderate valuation
0.5% earnings growth
Expensive relative to growth rate
Distress zone — elevated risk
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 : TRP
The strongest argument for TRP centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 23.1% and operating margin at 45.4%. Revenue growth of 16.5% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : TRP
The primary concerns for TRP are P/E Ratio, EPS Growth, PEG Ratio. Debt-to-equity of 2.23 is elevated, increasing financial risk.
Key Dynamics to Monitor
SBAC profiles as a value stock while TRP is a growth play — different risk/reward profiles.
TRP carries more volatility with a beta of 0.97 — expect wider price swings.
TRP is growing revenue faster at 16.5% — sustainability is the question.
TRP generates stronger free cash flow (548M), providing more financial flexibility.
Bottom Line
TRP scores higher overall (59/100 vs 54/100), backed by strong 23.1% margins and 16.5% revenue growth. Both earn "Buy" and "Buy" 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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