Highwoods Properties Inc (HIW)vsSBA Communications Corp (SBAC)
HIW
Highwoods Properties Inc
$23.73
-4.78%
REAL ESTATE · Cap: $2.66B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 248% more annual revenue ($2.82B vs $808.48M). SBAC leads profitability with a 37.4% profit margin vs 19.7%. SBAC appears more attractively valued with a PEG of 4.89. SBAC earns a higher WallStSmart Score of 54/100 (C-).
HIW
Buy51
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+55.5%
Fair Value
$52.46
Current Price
$23.73
$28.73 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
Reasonable price relative to book value
Attractively priced relative to earnings
Strong operational efficiency at 26.2%
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
ROE of 6.7% — below average capital efficiency
Expensive relative to growth rate
Revenue declined 1.6%
Earnings declined 13.5%
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 : HIW
The strongest argument for HIW centers on Price/Book, P/E Ratio, Operating Margin. Profitability is solid with margins at 19.7% and operating margin at 26.2%.
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 : HIW
The primary concerns for HIW are Return on Equity, PEG Ratio, Revenue Growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
HIW profiles as a declining stock while SBAC is a value play — different risk/reward profiles.
HIW carries more volatility with a beta of 1.07 — 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 51/100), backed by strong 37.4% margins. HIW offers better value entry with a 55.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Highwoods Properties Inc
REAL ESTATE · REIT - OFFICE · USA
Highwoods Properties, Inc., based in Raleigh, is a publicly traded (NYSE: HIW) real estate investment trust (?
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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