Fathom Holdings Inc (FTHM)vsSBA Communications Corp (SBAC)
FTHM
Fathom Holdings Inc
$0.79
-7.62%
REAL ESTATE · Cap: $28.17M
SBAC
SBA Communications Corp
$186.29
+6.49%
REAL ESTATE · Cap: $19.69B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 590% more annual revenue ($2.85B vs $413.74M). SBAC leads profitability with a 35.7% profit margin vs -5.5%. SBAC earns a higher WallStSmart Score of 49/100 (D+).
FTHM
Avoid31
out of 100
Grade: F
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+89.6%
Fair Value
$9.79
Current Price
$0.79
$9.00 discount
Margin of Safety
+0.4%
Fair Value
$191.80
Current Price
$186.29
$5.51 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -54.2% — below average capital efficiency
Revenue declined 7.2%
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 : FTHM
The strongest argument for FTHM centers on Price/Book, Altman Z-Score.
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 : FTHM
The primary concerns for FTHM are EPS Growth, Market Cap, Return on Equity.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
FTHM profiles as a turnaround stock while SBAC is a mature play — different risk/reward profiles.
FTHM carries more volatility with a beta of 2.17 — 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
SBAC scores higher overall (49/100 vs 31/100), backed by strong 35.7% margins. FTHM offers better value entry with a 89.6% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fathom Holdings Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Fathom Holdings Inc. provides cloud-based real estate brokerage services in the southern, Atlantic, southwestern, and western parts of the United States. The company is headquartered in Cary, North Carolina.
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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