STAG Industrial Inc (STAG)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)
STAG
STAG Industrial Inc
$37.14
+0.73%
REAL ESTATE · Cap: $7.32B
TBB
AT&T Inc. 5.35% GLB NTS 66
$19.51
+0.36%
REAL ESTATE · Cap: $132.56B
Smart Verdict
WallStSmart Research — data-driven comparison
STAG leads profitability with a 28.1% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. STAG earns a higher WallStSmart Score of 56/100 (C).
STAG
Buy56
out of 100
Grade: C
TBB
Avoid25
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+54.4%
Fair Value
$86.08
Current Price
$37.14
$48.94 discount
Intrinsic value data unavailable for TBB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 37.0%
Keeps 28 of every $100 in revenue as profit
Reasonable price relative to book value
Attractively priced relative to earnings
Large-cap with strong market position
Generating 5.2B in free cash flow
Areas to Watch
Moderate valuation
3.3% earnings growth
ROE of 6.8% — below average capital efficiency
Weak financial health signals
0.0% revenue growth
0.0% earnings growth
0.0% margin — thin
Operating margin of 0.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : STAG
The strongest argument for STAG centers on Operating Margin, Profit Margin, Price/Book. Profitability is solid with margins at 28.1% and operating margin at 37.0%.
Bull Case : TBB
The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.
Bear Case : STAG
The primary concerns for STAG are P/E Ratio, EPS Growth, Return on Equity.
Bear Case : TBB
The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.
Key Dynamics to Monitor
STAG profiles as a mature stock while TBB is a value play — different risk/reward profiles.
STAG is growing revenue faster at 8.1% — sustainability is the question.
TBB generates stronger free cash flow (5.2B), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
STAG scores higher overall (56/100 vs 25/100), backed by strong 28.1% margins. Both earn "Buy" 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.
STAG Industrial Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant industrial properties throughout the United States.
AT&T Inc. 5.35% GLB NTS 66
REAL ESTATE · REIT - RESIDENTIAL · USA
AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.
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