Getty Realty Corporation (GTY)vsSBA Communications Corp (SBAC)
GTY
Getty Realty Corporation
$33.39
+0.42%
REAL ESTATE · Cap: $2.11B
SBAC
SBA Communications Corp
$184.03
+0.78%
REAL ESTATE · Cap: $19.20B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 1125% more annual revenue ($2.85B vs $233.03M). GTY leads profitability with a 42.7% profit margin vs 35.7%. GTY appears more attractively valued with a PEG of 1.27. GTY earns a higher WallStSmart Score of 70/100 (B).
GTY
Strong Buy70
out of 100
Grade: B
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+27.5%
Fair Value
$42.85
Current Price
$33.39
$9.46 discount
Margin of Safety
+0.4%
Fair Value
$191.80
Current Price
$184.03
$7.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 47.1%
Reasonable price relative to book value
Earnings expanding 33.3% YoY
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : GTY
The strongest argument for GTY centers on Profit Margin, Operating Margin, Price/Book. Profitability is solid with margins at 42.7% and operating margin at 47.1%. PEG of 1.27 suggests the stock is reasonably priced for its growth.
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 : GTY
The primary concerns for GTY are Free Cash Flow, Altman Z-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 1.00 — 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.
Monitor REIT - RETAIL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GTY scores higher overall (70/100 vs 49/100), backed by strong 42.7% margins. Both earn "Strong 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.
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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