Host Hotels & Resorts Inc (HST)vsSBA Communications Corp (SBAC)
HST
Host Hotels & Resorts Inc
$21.06
+0.57%
REAL ESTATE · Cap: $14.66B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Host Hotels & Resorts Inc generates 118% more annual revenue ($6.13B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 12.5%. HST appears more attractively valued with a PEG of 2.22. HST earns a higher WallStSmart Score of 62/100 (C+).
HST
Buy62
out of 100
Grade: C+
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+28.6%
Fair Value
$27.97
Current Price
$21.06
$6.91 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
Earnings expanding 27.1% YoY
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Expensive relative to growth rate
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 : HST
The strongest argument for HST centers on Price/Book, EPS Growth. Revenue growth of 12.8% 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 : HST
The primary concerns for HST are PEG Ratio.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
HST carries more volatility with a beta of 1.13 — expect wider price swings.
HST is growing revenue faster at 12.8% — sustainability is the question.
HST generates stronger free cash flow (349M), providing more financial flexibility.
Monitor REIT - HOTEL & MOTEL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HST scores higher overall (62/100 vs 54/100) and 12.8% revenue growth. 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.
Host Hotels & Resorts Inc
REAL ESTATE · REIT - HOTEL & MOTEL · USA
Host Hotels & Resorts, Inc. is a real estate investment trust that invests in hotels.
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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