CubeSmart (CUBE)vsSBA Communications Corp (SBAC)
CUBE
CubeSmart
$38.56
-2.92%
REAL ESTATE · Cap: $8.97B
SBAC
SBA Communications Corp
$176.28
-1.29%
REAL ESTATE · Cap: $18.95B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 152% more annual revenue ($2.87B vs $1.14B). SBAC leads profitability with a 34.5% profit margin vs 29.3%. CUBE appears more attractively valued with a PEG of 5.33. CUBE earns a higher WallStSmart Score of 56/100 (C).
CUBE
Buy56
out of 100
Grade: C
SBAC
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+26.8%
Fair Value
$52.76
Current Price
$38.56
$14.20 discount
Margin of Safety
+0.6%
Fair Value
$192.16
Current Price
$176.28
$15.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 41.1%
Keeps 29 of every $100 in revenue as profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 52.2%
Conservative balance sheet, low leverage
Areas to Watch
Moderate valuation
1.5% revenue growth
Elevated debt levels
Weak financial health signals
2.3% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 10.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : CUBE
The strongest argument for CUBE centers on Operating Margin, Profit Margin. Profitability is solid with margins at 29.3% and operating margin at 41.1%.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 52.2%.
Bear Case : CUBE
The primary concerns for CUBE are P/E Ratio, Revenue Growth, Debt/Equity.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
CUBE carries more volatility with a beta of 1.05 — expect wider price swings.
SBAC is growing revenue faster at 2.3% — sustainability is the question.
SBAC generates stronger free cash flow (345M), providing more financial flexibility.
Monitor REIT - INDUSTRIAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CUBE scores higher overall (56/100 vs 47/100), backed by strong 29.3% margins. 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.
CubeSmart
REAL ESTATE · REIT - INDUSTRIAL · USA
CubeSmart is a self-managed and self-managed real estate investment trust.
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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