AG Mortgage Investment Trust Inc (MITT)vsSBA Communications Corp (SBAC)
MITT
AG Mortgage Investment Trust Inc
$7.89
+2.60%
REAL ESTATE · Cap: $259.60M
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 3037% more annual revenue ($2.82B vs $89.75M). MITT leads profitability with a 54.2% profit margin vs 37.4%. MITT trades at a lower P/E of 9.1x. SBAC earns a higher WallStSmart Score of 54/100 (C-).
MITT
Buy54
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.6%
Fair Value
$19.37
Current Price
$7.89
$11.48 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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 54 of every $100 in revenue as profit
Strong operational efficiency at 80.3%
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
Earnings declined 15.5%
Distress zone — elevated risk
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 : MITT
The strongest argument for MITT centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 54.2% and operating margin at 80.3%.
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 : MITT
The primary concerns for MITT are Market Cap, Piotroski F-Score, EPS Growth. Debt-to-equity of 14.45 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
MITT profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
MITT carries more volatility with a beta of 1.74 — expect wider price swings.
MITT is growing revenue faster at 9.4% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
MITT scores higher overall (54/100 vs 54/100), backed by strong 54.2% margins. 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.
AG Mortgage Investment Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
AG Mortgage Investment Trust, Inc., a real estate investment trust, invests in a portfolio of securities backed by residential mortgages and credit investments in the United States. The company is headquartered in New York, New York.
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 - MORTGAGE Stocks
Want to dig deeper into these stocks?