The Allstate Corporation (ALL)vsSBA Communications Corp (SBAC)
ALL
The Allstate Corporation
$221.01
+4.82%
FINANCIAL SERVICES · Cap: $54.18B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
The Allstate Corporation generates 2288% more annual revenue ($68.17B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 17.8%. ALL appears more attractively valued with a PEG of 2.48. ALL earns a higher WallStSmart Score of 77/100 (B+).
ALL
Strong Buy77
out of 100
Grade: B+
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ALL.
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 38 in profit
Earnings expanding 338.4% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
3.0% revenue growth
Distress zone — elevated risk
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ALL
The strongest argument for ALL centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 17.8% and operating margin at 19.0%.
Bull 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%.
Bear Case : ALL
The primary concerns for ALL are PEG Ratio, Revenue Growth, Altman Z-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
ALL profiles as a value stock while SBAC is a mature 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.
ALL generates stronger free cash flow (3.5B), providing more financial flexibility.
Bottom Line
ALL scores higher overall (77/100 vs 49/100), backed by strong 17.8% margins. Both earn "Strong 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.
The Allstate Corporation
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
The Allstate Corporation is an American insurance company, headquartered in Northfield Township, Illinois.
Visit Website →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.
Compare with Other INSURANCE - PROPERTY & CASUALTY Stocks
Want to dig deeper into these stocks?