WallStSmart

SBA Communications Corp (SBAC)vsWheeler Real Estate Investment Trust Inc Pref (WHLRP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SBA Communications Corp generates 2732% more annual revenue ($2.82B vs $99.41M). SBAC leads profitability with a 37.4% profit margin vs 8.8%. SBAC earns a higher WallStSmart Score of 54/100 (C-).

SBAC

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 4.7Quality: 3.8
Piotroski: 4/9Altman Z: -0.14

WHLRP

Hold

44

out of 100

Grade: D

Growth: 4.0Profit: 7.0Value: 5.0Quality: 5.0
Piotroski: 4/9Altman Z: -0.13
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SBACUndervalued (+12.1%)

Margin of Safety

+12.1%

Fair Value

$217.30

Current Price

$221.20

$3.90 discount

UndervaluedFair: $217.30Overvalued

Intrinsic value data unavailable for WHLRP.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SBAC3 strengths · Avg: 10.0/10
Profit MarginProfitability
37.4%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
52.4%10/10

Strong operational efficiency at 52.4%

EPS GrowthGrowth
115.6%10/10

Earnings expanding 115.6% YoY

WHLRP1 strengths · Avg: 10.0/10
Operating MarginProfitability
30.0%10/10

Strong operational efficiency at 30.0%

Areas to Watch

SBAC4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

PEG RatioValuation
4.892/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.142/10

Distress zone — elevated risk

WHLRP4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$7.18M3/10

Smaller company, higher risk/reward

Revenue GrowthGrowth
-8.8%2/10

Revenue declined 8.8%

Free Cash FlowQuality
$-2.19M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : WHLRP

The strongest argument for WHLRP centers on Operating Margin.

Bear Case : SBAC

The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.

Bear Case : WHLRP

The primary concerns for WHLRP are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 8.33 is elevated, increasing financial risk.

Key Dynamics to Monitor

WHLRP carries more volatility with a beta of 1.44 — expect wider price swings.

SBAC is growing revenue faster at 3.7% — sustainability is the question.

SBAC generates stronger free cash flow (241M), providing more financial flexibility.

Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SBAC scores higher overall (54/100 vs 44/100), backed by strong 37.4% 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.

Wheeler Real Estate Investment Trust Inc Pref

REAL ESTATE · REIT - RETAIL · USA

Wheeler Real Estate Investment Trust Inc. Preferred (WHLRP) is a publicly traded REIT focused on the strategic acquisition and management of high-quality retail and community shopping centers throughout the United States. The company aims to deliver attractive risk-adjusted returns by fostering robust tenant relationships and employing proactive property management strategies. With a commitment to sustainable growth and a keen adaptability to emerging retail trends, Wheeler REIT is well-positioned to capitalize on new market opportunities and enhance shareholder value in an ever-evolving commercial environment.

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