SBA Communications Corp (SBAC)vsUniversal Health Realty Income Trust (UHT)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
UHT
Universal Health Realty Income Trust
$41.24
+2.13%
REAL ESTATE · Cap: $561.41M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 2727% more annual revenue ($2.85B vs $100.97M). SBAC leads profitability with a 35.7% profit margin vs 17.7%. UHT appears more attractively valued with a PEG of 0.63. UHT earns a higher WallStSmart Score of 59/100 (C).
SBAC
Hold49
out of 100
Grade: D+
UHT
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
Margin of Safety
+46.7%
Fair Value
$80.51
Current Price
$41.24
$39.27 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
Strong operational efficiency at 37.8%
Growing faster than its price suggests
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Premium valuation, high expectations priced in
0.3% revenue growth
Smaller company, higher risk/reward
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 : UHT
The strongest argument for UHT centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 17.7% and operating margin at 37.8%. PEG of 0.63 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 : UHT
The primary concerns for UHT are P/E Ratio, Revenue Growth, Market Cap. Debt-to-equity of 2.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
SBAC profiles as a mature stock while UHT is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
UHT scores higher overall (59/100 vs 49/100), backed by strong 17.7% 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.
Universal Health Realty Income Trust
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including intensive care hospitals, rehabilitation hospitals, subacute care facilities, medical / office buildings, emergency departments independent and child care centers.
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