Fox Corp Class A (FOXA)vsSBA Communications Corp (SBAC)
FOXA
Fox Corp Class A
$65.54
-3.59%
COMMUNICATION SERVICES · Cap: $28.07B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Fox Corp Class A generates 468% more annual revenue ($16.20B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 10.6%. SBAC appears more attractively valued with a PEG of 8.50. FOXA earns a higher WallStSmart Score of 55/100 (C-).
FOXA
Buy55
out of 100
Grade: C-
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.6%
Fair Value
$48.60
Current Price
$65.54
$16.94 premium
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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 21.4%
Generating 1.8B in free cash flow
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
Revenue declined 8.6%
Earnings declined 49.3%
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 : FOXA
The strongest argument for FOXA centers on P/E Ratio, Price/Book, Operating Margin.
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 : FOXA
The primary concerns for FOXA are PEG Ratio, Revenue Growth, EPS Growth.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
FOXA 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.
FOXA generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
FOXA scores higher overall (55/100 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.
Fox Corp Class A
COMMUNICATION SERVICES · ENTERTAINMENT · USA
Fox Corporation is an American mass media company headquartered in New York City.
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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