Forestar Group Inc (FOR)vsSBA Communications Corp (SBAC)
FOR
Forestar Group Inc
$27.47
+0.18%
REAL ESTATE · Cap: $1.40B
SBAC
SBA Communications Corp
$203.16
-0.71%
REAL ESTATE · Cap: $21.55B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 67% more annual revenue ($2.85B vs $1.71B). SBAC leads profitability with a 35.7% profit margin vs 9.8%. FOR appears more attractively valued with a PEG of 4.90. FOR earns a higher WallStSmart Score of 51/100 (C-).
FOR
Buy51
out of 100
Grade: C-
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+70.3%
Fair Value
$99.38
Current Price
$27.47
$71.91 discount
Margin of Safety
+0.8%
Fair Value
$192.53
Current Price
$203.16
$10.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 22.3% YoY
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Grey zone — moderate risk
Smaller company, higher risk/reward
Operating margin of 4.7%
Weak financial health signals
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 : FOR
The strongest argument for FOR centers on P/E Ratio, Price/Book, EPS Growth.
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 : FOR
The primary concerns for FOR are Altman Z-Score, Market Cap, Operating Margin.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
FOR profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
FOR carries more volatility with a beta of 1.45 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
FOR scores higher overall (51/100 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.
Forestar Group Inc
REAL ESTATE · REAL ESTATE - DEVELOPMENT · USA
Forestar Group Inc. is a residential lot development company in the United States. The company is headquartered in Arlington, 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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