Host Hotels & Resorts Inc (HST)vsSBA Communications Corp (SBAC)
HST
Host Hotels & Resorts Inc
$24.62
+0.70%
REAL ESTATE · Cap: $17.27B
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Host Hotels & Resorts Inc generates 116% more annual revenue ($6.18B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 16.4%. HST appears more attractively valued with a PEG of 2.22. HST earns a higher WallStSmart Score of 64/100 (C+).
HST
Buy64
out of 100
Grade: C+
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.0%
Fair Value
$19.00
Current Price
$24.62
$5.62 premium
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 105.3% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
2.8% revenue growth
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 : HST
The strongest argument for HST centers on EPS Growth, P/E Ratio, Price/Book. Profitability is solid with margins at 16.4% and operating margin at 19.2%.
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 : HST
The primary concerns for HST are PEG Ratio, Revenue Growth, Altman Z-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
HST profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
HST carries more volatility with a beta of 1.13 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
HST generates stronger free cash flow (220M), providing more financial flexibility.
Bottom Line
HST scores higher overall (64/100 vs 49/100), backed by strong 16.4% margins. 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.
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.
Compare with Other REIT - HOTEL & MOTEL Stocks
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