Gladstone Commercial Corporation (GOOD)vsSBA Communications Corp (SBAC)
GOOD
Gladstone Commercial Corporation
$12.61
+0.24%
REAL ESTATE · Cap: $609.93M
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 1645% more annual revenue ($2.82B vs $161.34M). SBAC leads profitability with a 37.4% profit margin vs 11.9%. SBAC appears more attractively valued with a PEG of 4.89. SBAC earns a higher WallStSmart Score of 54/100 (C-).
GOOD
Hold49
out of 100
Grade: D+
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+76.4%
Fair Value
$49.00
Current Price
$12.61
$36.39 discount
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 40.0%
16.3% revenue growth
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
ROE of 5.7% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : GOOD
The strongest argument for GOOD centers on Operating Margin, Revenue Growth. Revenue growth of 16.3% demonstrates continued momentum.
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 : GOOD
The primary concerns for GOOD are Market Cap, Return on Equity, PEG Ratio. A P/E of 90.0x leaves little room for execution misses.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
GOOD profiles as a growth stock while SBAC is a value play — different risk/reward profiles.
GOOD carries more volatility with a beta of 1.09 — expect wider price swings.
GOOD is growing revenue faster at 16.3% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 49/100), backed by strong 37.4% margins. GOOD offers better value entry with a 76.4% margin of safety. 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.
Gladstone Commercial Corporation
REAL ESTATE · REIT - DIVERSIFIED · USA
Gladstone Commercial Corporation is a real estate investment trust focused on acquiring, owning and operating net leased office and industrial properties in the United States.
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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