CBRE Group Inc Class A (CBRE)vsSBA Communications Corp (SBAC)
CBRE
CBRE Group Inc Class A
$142.73
+0.15%
REAL ESTATE · Cap: $43.02B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
CBRE Group Inc Class A generates 1399% more annual revenue ($42.20B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 3.1%. CBRE appears more attractively valued with a PEG of 0.78. CBRE earns a higher WallStSmart Score of 63/100 (C+).
CBRE
Buy63
out of 100
Grade: C+
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.1%
Fair Value
$272.09
Current Price
$142.73
$129.36 discount
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 98.1% YoY
Growing faster than its price suggests
18.6% revenue growth
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
3.1% margin — thin
Operating margin of 2.6%
Negative free cash flow — burning cash
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 : CBRE
The strongest argument for CBRE centers on EPS Growth, PEG Ratio, Revenue Growth. Revenue growth of 18.6% demonstrates continued momentum. PEG of 0.78 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 : CBRE
The primary concerns for CBRE are P/E Ratio, Profit Margin, Operating Margin. Thin 3.1% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CBRE profiles as a growth stock while SBAC is a value play — different risk/reward profiles.
CBRE carries more volatility with a beta of 1.35 — expect wider price swings.
CBRE is growing revenue faster at 18.6% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
CBRE scores higher overall (63/100 vs 54/100) and 18.6% revenue growth. 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.
CBRE Group Inc Class A
REAL ESTATE · REAL ESTATE SERVICES · USA
CBRE Group, Inc. is an American commercial real estate services and investment firm. The abbreviation CBRE stands for Coldwell Banker Richard Ellis. It is the largest commercial real estate services company in the world.
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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