SBA Communications Corp (SBAC)vsWPP PLC ADR (WPP)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
WPP
WPP PLC ADR
$17.70
-4.74%
COMMUNICATION SERVICES · Cap: $4.11B
Smart Verdict
WallStSmart Research — data-driven comparison
WPP PLC ADR generates 375% more annual revenue ($13.55B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs -1.6%. WPP appears more attractively valued with a PEG of 4.23. SBAC earns a higher WallStSmart Score of 49/100 (D+).
SBAC
Hold49
out of 100
Grade: D+
WPP
Avoid34
out of 100
Grade: F
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
+68.9%
Fair Value
$58.87
Current Price
$17.70
$41.17 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
Generating 1.7B in free cash flow
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Operating margin of 2.2%
Weak financial health signals
Expensive relative to growth rate
Revenue declined 8.3%
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 : WPP
The strongest argument for WPP centers on Free Cash Flow.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : WPP
The primary concerns for WPP are Operating Margin, Piotroski F-Score, PEG Ratio. Debt-to-equity of 2.69 is elevated, increasing financial risk.
Key Dynamics to Monitor
SBAC profiles as a mature stock while WPP is a turnaround 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.
WPP generates stronger free cash flow (1.7B), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 34/100), backed by strong 35.7% margins. WPP offers better value entry with a 68.9% margin of safety. Both earn "Hold" and "Avoid" 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.
WPP PLC ADR
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
WPP plc, a creative transformation company, provides communications, expertise, trade and technology services in North America, the UK, Western Continental Europe, Asia Pacific, Latin America, Africa, the Middle East, and Central and Eastern Europe. The company is headquartered in London, the United Kingdom.
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