Elevance Health Inc (ELV)vsSBA Communications Corp (SBAC)
ELV
Elevance Health Inc
$392.68
+2.08%
HEALTHCARE · Cap: $86.31B
SBAC
SBA Communications Corp
$199.62
-0.79%
REAL ESTATE · Cap: $23.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Elevance Health Inc generates 6921% more annual revenue ($200.42B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 2.6%. ELV appears more attractively valued with a PEG of 1.45. ELV earns a higher WallStSmart Score of 56/100 (C).
ELV
Buy56
out of 100
Grade: C
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+60.5%
Fair Value
$1011.01
Current Price
$392.68
$618.33 discount
Margin of Safety
+13.3%
Fair Value
$220.18
Current Price
$199.62
$20.56 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
Generating 4.1B in free cash flow
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Areas to Watch
2.6% revenue growth
2.6% margin — thin
Weak financial health signals
Earnings declined 16.8%
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 : ELV
The strongest argument for ELV centers on Market Cap, P/E Ratio, Price/Book. PEG of 1.45 suggests the stock is reasonably priced for its growth.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : ELV
The primary concerns for ELV are Revenue Growth, Profit Margin, Piotroski F-Score. Thin 2.6% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
ELV profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 1.02 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
ELV generates stronger free cash flow (4.1B), providing more financial flexibility.
Bottom Line
ELV scores higher overall (56/100 vs 46/100). 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.
Elevance Health Inc
HEALTHCARE · HEALTHCARE PLANS · USA
Elevance Health Inc. is a health benefits company. The company is headquartered in Indianapolis, Indiana.
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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