Century Communities Inc (CCS)vsSBA Communications Corp (SBAC)
CCS
Century Communities Inc
$52.82
-1.20%
REAL ESTATE · Cap: $1.55B
SBAC
SBA Communications Corp
$203.16
-0.71%
REAL ESTATE · Cap: $21.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Century Communities Inc generates 40% more annual revenue ($4.00B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 3.3%. CCS appears more attractively valued with a PEG of 0.45. CCS earns a higher WallStSmart Score of 52/100 (C-).
CCS
Buy52
out of 100
Grade: C-
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-8.2%
Fair Value
$67.83
Current Price
$52.82
$15.01 premium
Margin of Safety
+0.8%
Fair Value
$192.53
Current Price
$203.16
$10.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.2% — below average capital efficiency
3.3% margin — thin
Operating margin of 4.3%
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 : CCS
The strongest argument for CCS centers on PEG Ratio, Price/Book, P/E Ratio. PEG of 0.45 suggests the stock is reasonably priced for its growth.
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 : CCS
The primary concerns for CCS are Market Cap, Return on Equity, Profit Margin. Thin 3.3% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
CCS profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
CCS carries more volatility with a beta of 1.37 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
CCS scores higher overall (52/100 vs 49/100). Both earn "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.
Century Communities Inc
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Century Communities, Inc. is dedicated to the design, development, construction, marketing and sale of attached and attached single-family homes. The company is headquartered in Greenwood Village, Colorado.
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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