SBA Communications Corp (SBAC)vsWilliams Companies Inc (WMB)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
WMB
Williams Companies Inc
$72.42
-0.82%
ENERGY · Cap: $87.21B
Smart Verdict
WallStSmart Research — data-driven comparison
Williams Companies Inc generates 324% more annual revenue ($12.11B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 23.1%. WMB appears more attractively valued with a PEG of 2.17. WMB earns a higher WallStSmart Score of 65/100 (C+).
SBAC
Hold49
out of 100
Grade: D+
WMB
Buy65
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
Intrinsic value data unavailable for WMB.
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 33.6%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 23 of every $100 in revenue as profit
Earnings expanding 25.0% YoY
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Elevated debt levels
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 : WMB
The strongest argument for WMB centers on Operating Margin, Market Cap, Return on Equity. Profitability is solid with margins at 23.1% and operating margin at 33.6%.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Altman Z-Score. Debt-to-equity of 2.33 is elevated, increasing financial risk.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
WMB is growing revenue faster at 9.0% — sustainability is the question.
WMB generates stronger free cash flow (244M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WMB scores higher overall (65/100 vs 49/100), backed by strong 23.1% 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.
Williams Companies Inc
ENERGY · OIL & GAS MIDSTREAM · USA
The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
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