Forestar Group Inc (FOR)vsSBA Communications Corp (SBAC)
FOR
Forestar Group Inc
$26.63
+2.62%
REAL ESTATE · Cap: $1.36B
SBAC
SBA Communications Corp
$223.14
+0.62%
REAL ESTATE · Cap: $23.67B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 67% more annual revenue ($2.82B vs $1.69B). SBAC leads profitability with a 37.4% profit margin vs 9.9%. FOR appears more attractively valued with a PEG of 4.90. SBAC earns a higher WallStSmart Score of 54/100 (C-).
FOR
Buy51
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.8%
Fair Value
$138.91
Current Price
$26.63
$112.28 discount
Margin of Safety
+58.4%
Fair Value
$458.64
Current Price
$223.14
$235.50 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 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Smaller company, higher risk/reward
Operating margin of 4.7%
Expensive relative to growth rate
Revenue declined 3.0%
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
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, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : FOR
The primary concerns for FOR are Market Cap, Operating Margin, PEG Ratio.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
FOR carries more volatility with a beta of 1.45 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Monitor REAL ESTATE - DEVELOPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBAC scores higher overall (54/100 vs 51/100), backed by strong 37.4% margins. FOR offers better value entry with a 78.8% margin of safety. Both earn "Buy" and "Buy" 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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