Four Corners Property Trust Inc (FCPT)vsSBA Communications Corp (SBAC)
FCPT
Four Corners Property Trust Inc
$24.70
+3.17%
REAL ESTATE · Cap: $2.77B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 849% more annual revenue ($2.85B vs $300.82M). FCPT leads profitability with a 38.7% profit margin vs 35.7%. SBAC trades at a lower P/E of 21.6x. FCPT earns a higher WallStSmart Score of 54/100 (C-).
FCPT
Buy54
out of 100
Grade: C-
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.0%
Fair Value
$37.14
Current Price
$24.70
$12.44 discount
Margin of Safety
+0.7%
Fair Value
$192.34
Current Price
$208.02
$15.68 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 39 of every $100 in revenue as profit
Strong operational efficiency at 62.6%
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
0.6% earnings growth
ROE of 7.0% — below average capital efficiency
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 : FCPT
The strongest argument for FCPT centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 38.7% and operating margin at 62.6%.
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 : FCPT
The primary concerns for FCPT are EPS Growth, Return on Equity, Altman Z-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
FCPT is growing revenue faster at 6.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FCPT scores higher overall (54/100 vs 49/100), backed by strong 38.7% 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.
Four Corners Property Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Four Corners Property Trust Inc. (FCPT) is a distinguished real estate investment trust (REIT) that specializes in acquiring and managing a diversified portfolio of high-quality retail and restaurant properties throughout the United States. By focusing on single-tenant net lease agreements with well-established restaurant brands, FCPT aims to generate stable cash flows and promote sustainable growth. The company's commitment to proactive asset management and responsive leasing strategies enhances its adaptability to evolving market conditions, positioning FCPT to deliver consistent long-term value to its shareholders.
Visit Website →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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