EastGroup Properties Inc (EGP)vsSBA Communications Corp (SBAC)
EGP
EastGroup Properties Inc
$201.86
-0.43%
REAL ESTATE · Cap: $11.21B
SBAC
SBA Communications Corp
$181.05
-1.62%
REAL ESTATE · Cap: $19.20B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 280% more annual revenue ($2.85B vs $751.42M). EGP leads profitability with a 40.6% profit margin vs 35.7%. SBAC appears more attractively valued with a PEG of 7.51. EGP earns a higher WallStSmart Score of 57/100 (C).
EGP
Buy57
out of 100
Grade: C
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-3.2%
Fair Value
$183.95
Current Price
$201.86
$17.91 premium
Margin of Safety
+0.3%
Fair Value
$191.61
Current Price
$181.05
$10.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 40.8%
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Expensive relative to growth rate
Distress zone — elevated risk
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 : EGP
The strongest argument for EGP centers on Profit Margin, Operating Margin. Profitability is solid with margins at 40.6% and operating margin at 40.8%.
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 : EGP
The primary concerns for EGP are P/E Ratio, PEG Ratio, Altman Z-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
EGP carries more volatility with a beta of 1.04 — expect wider price swings.
EGP is growing revenue faster at 9.1% — 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
EGP scores higher overall (57/100 vs 49/100), backed by strong 40.6% 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.
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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