SBA Communications Corp (SBAC)vsWeyerhaeuser Company (WY)
SBAC
SBA Communications Corp
$187.59
+0.08%
REAL ESTATE · Cap: $21.72B
WY
Weyerhaeuser Company
$24.48
-0.89%
REAL ESTATE · Cap: $17.92B
Smart Verdict
WallStSmart Research — data-driven comparison
Weyerhaeuser Company generates 141% more annual revenue ($6.87B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 5.8%. WY appears more attractively valued with a PEG of 1.35. WY earns a higher WallStSmart Score of 57/100 (C).
SBAC
Hold49
out of 100
Grade: D+
WY
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.7%
Fair Value
$192.34
Current Price
$187.59
$4.75 discount
Margin of Safety
-28.9%
Fair Value
$21.02
Current Price
$24.48
$3.46 premium
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
Earnings expanding 96.6% YoY
Reasonable price relative to book value
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
ROE of 4.2% — below average capital efficiency
5.8% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : WY
The strongest argument for WY centers on EPS Growth, Price/Book. PEG of 1.35 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 : WY
The primary concerns for WY are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 44.4x leaves little room for execution misses.
Key Dynamics to Monitor
SBAC profiles as a mature stock while WY 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
WY scores higher overall (57/100 vs 49/100). 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.
Weyerhaeuser Company
REAL ESTATE · REIT - SPECIALTY · USA
Weyerhaeuser Company is an American timberland company which owns nearly 12,400,000 acres of timberlands in the U.S. and manages an additional 14,000,000 acres timberlands under long-term licenses in Canada. The company also manufactures wood products. Weyerhaeuser is a real estate investment trust.
Visit Website →Compare with Other REIT - SPECIALTY Stocks
Want to dig deeper into these stocks?