The Allstate Corporation (ALL)vsSBA Communications Corp (SBAC)
ALL
The Allstate Corporation
$212.33
-1.88%
FINANCIAL SERVICES · Cap: $56.10B
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
The Allstate Corporation generates 2304% more annual revenue ($67.68B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 15.2%. ALL appears more attractively valued with a PEG of 0.46. ALL earns a higher WallStSmart Score of 87/100 (A).
ALL
Exceptional Buy87
out of 100
Grade: A
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for ALL.
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$215.97
$1.33 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 40 in profit
Earnings expanding 103.2% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
No major concerns identified
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : ALL
The strongest argument for ALL centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 15.2% and operating margin at 29.0%. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : ALL
No major red flags identified for ALL, but monitor valuation.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
ALL profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.88 — expect wider price swings.
ALL is growing revenue faster at 5.1% — sustainability is the question.
ALL generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
ALL scores higher overall (87/100 vs 54/100), backed by strong 15.2% margins. Both earn "Exceptional Buy" and "Buy" 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.
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