SBA Communications Corp (SBAC)vsUBS Group AG (UBS)
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
UBS
UBS Group AG
$43.90
+2.76%
FINANCIAL SERVICES · Cap: $135.73B
Smart Verdict
WallStSmart Research — data-driven comparison
UBS Group AG generates 1723% more annual revenue ($51.31B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 17.8%. UBS appears more attractively valued with a PEG of 0.50. UBS earns a higher WallStSmart Score of 75/100 (B+).
SBAC
Buy54
out of 100
Grade: C-
UBS
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$215.97
$1.33 discount
Intrinsic value data unavailable for UBS.
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
Growing faster than its price suggests
Earnings expanding 84.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 27.1%
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Negative free cash flow — burning cash
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 : UBS
The strongest argument for UBS centers on PEG Ratio, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 27.1%. Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : UBS
The primary concerns for UBS are Free Cash Flow.
Key Dynamics to Monitor
SBAC profiles as a value stock while UBS is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.88 — expect wider price swings.
UBS is growing revenue faster at 14.6% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
UBS scores higher overall (75/100 vs 54/100), backed by strong 17.8% margins and 14.6% revenue growth. Both earn "Strong 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.
UBS Group AG
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.
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