Farmland Partners Inc (FPI)vsSBA Communications Corp (SBAC)
FPI
Farmland Partners Inc
$11.04
-0.45%
REAL ESTATE · Cap: $480.07M
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 5336% more annual revenue ($2.82B vs $51.79M). FPI leads profitability with a 60.9% profit margin vs 37.4%. SBAC trades at a lower P/E of 17.0x. SBAC earns a higher WallStSmart Score of 57/100 (C).
FPI
Hold45
out of 100
Grade: D+
SBAC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-192.3%
Fair Value
$4.15
Current Price
$11.04
$6.89 premium
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$165.15
$293.96 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Keeps 61 of every $100 in revenue as profit
Strong operational efficiency at 59.6%
Attractively priced relative to earnings
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Attractively priced relative to earnings
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
Revenue declined 1.8%
Earnings declined 59.8%
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 : FPI
The strongest argument for FPI centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 60.9% and operating margin at 59.6%.
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 : FPI
The primary concerns for FPI are Market Cap, Return on Equity, Revenue Growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
FPI profiles as a declining stock while SBAC is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.83 — 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.
Bottom Line
SBAC scores higher overall (57/100 vs 45/100), backed by strong 37.4% 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.
Farmland Partners Inc
REAL ESTATE · REIT - SPECIALTY · USA
Farmland Partners Inc. (FPI) is a leading real estate investment trust (REIT) focused on the acquisition and management of premium agricultural land throughout the United States. By leasing its properties to skilled farmers, FPI generates reliable cash flows while capitalizing on the expanding agricultural market. The company emphasizes sustainable farming techniques and strategic diversification to address the growing global demand for food, positioning itself to deliver value to investors. With a robust portfolio and a commitment to operational excellence, Farmland Partners is well-equipped to adapt to the dynamic agricultural sector and drive long-term shareholder growth.
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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