Berkshire Hathaway Inc (BRK-B)vsSBA Communications Corp (SBAC)
BRK-B
Berkshire Hathaway Inc
$473.01
-0.12%
FINANCIAL SERVICES · Cap: $1.03T
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Berkshire Hathaway Inc generates 13095% more annual revenue ($371.44B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 18.0%. SBAC appears more attractively valued with a PEG of 4.89. SBAC earns a higher WallStSmart Score of 54/100 (C-).
BRK-B
Buy54
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BRK-B.
Margin of Safety
+12.1%
Fair Value
$217.27
Current Price
$221.20
$3.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Reasonable price relative to book value
Strong operational efficiency at 33.0%
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Generating 5.0B in free cash flow
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.7%
Earnings declined 2.5%
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 : BRK-B
The strongest argument for BRK-B centers on Market Cap, Price/Book, Operating Margin. Profitability is solid with margins at 18.0% and operating margin at 33.0%.
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 : BRK-B
The primary concerns for BRK-B are Piotroski F-Score, PEG Ratio, Revenue Growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
BRK-B profiles as a declining 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.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
BRK-B generates stronger free cash flow (5.0B), providing more financial flexibility.
Bottom Line
BRK-B scores higher overall (54/100 vs 54/100), backed by strong 18.0% margins. Both earn "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.
Berkshire Hathaway Inc
FINANCIAL SERVICES · INSURANCE - DIVERSIFIED · USA
Berkshire Hathaway Inc. is an American multinational conglomerate holding company headquartered in Omaha, Nebraska, United States. The company wholly owns GEICO, Duracell, Dairy Queen, BNSF, Lubrizol, Fruit of the Loom, Helzberg Diamonds, Long & Foster, FlightSafety International, Pampered Chef, Forest River, and NetJets, and also owns 38.6% of Pilot Flying J; and significant minority holdings in public companies Kraft Heinz Company (26.7%), American Express (18.8%), The Coca-Cola Company (9.32%), Bank of America (11.9%), and Apple (6.3%).
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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