Marcus & Millichap Inc (MMI)vsSBA Communications Corp (SBAC)
MMI
Marcus & Millichap Inc
$30.13
+0.60%
REAL ESTATE · Cap: $1.19B
SBAC
SBA Communications Corp
$183.76
+0.08%
REAL ESTATE · Cap: $19.67B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 265% more annual revenue ($2.85B vs $781.59M). SBAC leads profitability with a 35.7% profit margin vs -0.1%. MMI appears more attractively valued with a PEG of 1.82. MMI earns a higher WallStSmart Score of 51/100 (C-).
MMI
Buy51
out of 100
Grade: C-
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.5%
Fair Value
$29.84
Current Price
$30.13
$0.29 discount
Margin of Safety
+0.7%
Fair Value
$192.34
Current Price
$183.76
$8.58 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 56.9% YoY
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
18.2% revenue growth
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
Smaller company, higher risk/reward
Weak financial health signals
ROE of -0.1% — below average capital efficiency
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 : MMI
The strongest argument for MMI centers on EPS Growth, Altman Z-Score, Debt/Equity. Revenue growth of 18.2% demonstrates continued momentum.
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 : MMI
The primary concerns for MMI are PEG Ratio, Market Cap, Piotroski F-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
MMI profiles as a growth stock while SBAC is a mature play — different risk/reward profiles.
MMI carries more volatility with a beta of 1.26 — expect wider price swings.
MMI is growing revenue faster at 18.2% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
MMI scores higher overall (51/100 vs 49/100) and 18.2% revenue growth. 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.
Marcus & Millichap Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Marcus & Millichap, Inc., an investment brokerage firm, provides real estate investment brokerage and financing services to sellers and buyers of commercial real estate in the United States and Canada. The company is headquartered in Calabasas, California.
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 REAL ESTATE SERVICES Stocks
Want to dig deeper into these stocks?