Enterprise Products Partners LP (EPD)vsSBA Communications Corp (SBAC)
EPD
Enterprise Products Partners LP
$38.17
-2.01%
ENERGY · Cap: $81.59B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Enterprise Products Partners LP generates 1707% more annual revenue ($51.56B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 11.5%. EPD appears more attractively valued with a PEG of 1.52. EPD earns a higher WallStSmart Score of 54/100 (C-).
EPD
Buy54
out of 100
Grade: C-
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+22.1%
Fair Value
$48.77
Current Price
$38.17
$10.60 discount
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
Expensive relative to growth rate
Elevated debt levels
Revenue declined 6.7%
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 : EPD
The strongest argument for EPD 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 : EPD
The primary concerns for EPD are PEG Ratio, Debt/Equity, Revenue Growth.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
EPD 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.
EPD generates stronger free cash flow (486M), providing more financial flexibility.
Bottom Line
EPD scores higher overall (54/100 vs 49/100). 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.
Enterprise Products Partners LP
ENERGY · OIL & GAS MIDSTREAM · USA
Enterprise Products Partners LP provides midstream energy services to producers and consumers of natural gas, natural gas liquids (NGL), crude oil, petrochemicals, and refined products. The company is headquartered in Houston, Texas.
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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