EastGroup Properties Inc (EGP)vsSBA Communications Corp (SBAC)
EGP
EastGroup Properties Inc
$183.60
+0.38%
REAL ESTATE · Cap: $9.77B
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 291% more annual revenue ($2.82B vs $719.57M). SBAC leads profitability with a 37.4% profit margin vs 35.8%. SBAC appears more attractively valued with a PEG of 3.91. EGP earns a higher WallStSmart Score of 58/100 (C).
EGP
Buy58
out of 100
Grade: C
SBAC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-88.2%
Fair Value
$100.91
Current Price
$183.60
$82.69 premium
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$165.15
$293.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 40.5%
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Attractively priced relative to earnings
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Expensive relative to growth rate
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 : EGP
The strongest argument for EGP centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 35.8% and operating margin at 40.5%. Revenue growth of 14.3% demonstrates continued momentum.
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 : EGP
The primary concerns for EGP are P/E Ratio, Return on Equity, PEG Ratio.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
EGP profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
EGP carries more volatility with a beta of 1.11 — expect wider price swings.
EGP is growing revenue faster at 14.3% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
EGP scores higher overall (58/100 vs 57/100), backed by strong 35.8% margins and 14.3% revenue growth. SBAC offers better value entry with a 58.4% 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.
EastGroup Properties Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
EastGroup Properties, Inc. (NYSE: EGP), an S&P MidCap 400 company, is a self-managed capital real estate investment trust focused on the development, acquisition and operation of industrial properties in Sunbelt's major markets in the United States. with an emphasis on the states of Florida, Texas, Arizona, California and North Carolina.
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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