CoStar Group Inc (CSGP)vsSBA Communications Corp (SBAC)
CSGP
CoStar Group Inc
$34.61
+1.38%
REAL ESTATE · Cap: $14.47B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
CoStar Group Inc generates 15% more annual revenue ($3.25B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 0.2%. CSGP appears more attractively valued with a PEG of 0.15. SBAC earns a higher WallStSmart Score of 54/100 (C-).
CSGP
Buy52
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+88.9%
Fair Value
$429.93
Current Price
$34.61
$395.32 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
Growing faster than its price suggests
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 26.9% year-over-year
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
ROE of 0.1% — below average capital efficiency
0.2% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : CSGP
The strongest argument for CSGP centers on PEG Ratio, Altman Z-Score, Price/Book. Revenue growth of 26.9% demonstrates continued momentum. PEG of 0.15 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 : CSGP
The primary concerns for CSGP are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 487.7x leaves little room for execution misses. Thin 0.2% 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
CSGP profiles as a growth stock while SBAC is a value play — different risk/reward profiles.
CSGP carries more volatility with a beta of 0.92 — expect wider price swings.
CSGP is growing revenue faster at 26.9% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 52/100), backed by strong 37.4% margins. CSGP offers better value entry with a 88.9% margin of safety. 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.
CoStar Group Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
CoStar Group, Inc. provides online market information, analysis and services to the commercial real estate, hospitality, residential and related professional industries in the United States, Canada, Europe, Asia Pacific and Latin America. The company is headquartered in Washington, the District of Columbia.
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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