WallStSmart

Gyrodyne Company of America Inc (GYRO)vsSBA Communications Corp (SBAC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SBA Communications Corp generates 102717% more annual revenue ($2.82B vs $2.74M). SBAC leads profitability with a 37.4% profit margin vs -137.1%. SBAC trades at a lower P/E of 22.0x. SBAC earns a higher WallStSmart Score of 54/100 (C-).

GYRO

Avoid

22

out of 100

Grade: F

Growth: 3.7Profit: 3.0Value: 4.3Quality: 5.0
Piotroski: 0/9

SBAC

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 8.0Value: 4.7Quality: 3.8
Piotroski: 4/9Altman Z: -0.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GYROFair Value (-4.0%)

Margin of Safety

-4.0%

Fair Value

$8.53

Current Price

$7.60

$0.93 premium

UndervaluedFair: $8.53Overvalued
SBACUndervalued (+12.1%)

Margin of Safety

+12.1%

Fair Value

$217.30

Current Price

$221.20

$3.90 discount

UndervaluedFair: $217.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GYRO1 strengths · Avg: 10.0/10
Price/BookValuation
0.2x10/10

Reasonable price relative to book value

SBAC3 strengths · Avg: 10.0/10
Profit MarginProfitability
37.4%10/10

Keeps 37 of every $100 in revenue as profit

Operating MarginProfitability
52.4%10/10

Strong operational efficiency at 52.4%

EPS GrowthGrowth
115.6%10/10

Earnings expanding 115.6% YoY

Areas to Watch

GYRO4 concerns · Avg: 3.3/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$16.76M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
0/93/10

Weak financial health signals

SBAC4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

PEG RatioValuation
4.892/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.142/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : GYRO

The strongest argument for GYRO centers on Price/Book.

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 : GYRO

The primary concerns for GYRO are EPS Growth, Market Cap, Return on Equity. A P/E of 44.8x 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

GYRO profiles as a turnaround stock while SBAC is a value play — different risk/reward profiles.

SBAC carries more volatility with a beta of 0.88 — 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 (54/100 vs 22/100), backed by strong 37.4% margins. Both earn "Buy" 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.

Gyrodyne Company of America Inc

REAL ESTATE · REAL ESTATE SERVICES · USA

Gyrodyne, LLC.

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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