Devon Energy Corporation (DVN)vsSBA Communications Corp (SBAC)
DVN
Devon Energy Corporation
$46.00
+1.57%
ENERGY · Cap: $52.26B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Devon Energy Corporation generates 461% more annual revenue ($16.00B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 14.2%. DVN appears more attractively valued with a PEG of 2.93. SBAC earns a higher WallStSmart Score of 49/100 (D+).
DVN
Hold44
out of 100
Grade: D
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-63.1%
Fair Value
$27.78
Current Price
$46.00
$18.22 premium
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Revenue declined 0.8%
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 : DVN
The strongest argument for DVN centers on Market Cap, P/E Ratio, Price/Book.
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 : DVN
The primary concerns for DVN are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
DVN profiles as a declining stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
DVN generates stronger free cash flow (635M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 44/100), backed by strong 35.7% margins. Both earn "Hold" 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.
Devon Energy Corporation
ENERGY · OIL & GAS E&P · USA
Devon Energy Corporation is an American energy company engaged in hydrocarbon exploration in the American market.
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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