New England Realty Associates LP (NEN)vsSBA Communications Corp (SBAC)
NEN
New England Realty Associates LP
$60.00
-1.48%
REAL ESTATE · Cap: $209.15M
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 2933% more annual revenue ($2.85B vs $94.12M). SBAC leads profitability with a 35.7% profit margin vs -1.8%. SBAC earns a higher WallStSmart Score of 49/100 (D+).
NEN
Avoid25
out of 100
Grade: F
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NEN.
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
Conservative balance sheet, low leverage
16.4% revenue growth
Generating 2.3B in free cash flow
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
2.4% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Weak financial health signals
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 : NEN
The strongest argument for NEN centers on Debt/Equity, Revenue Growth, Free Cash Flow. Revenue growth of 16.4% 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 : NEN
The primary concerns for NEN are EPS Growth, Market Cap, Return on Equity.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
NEN profiles as a growth stock while SBAC is a mature play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
NEN is growing revenue faster at 16.4% — sustainability is the question.
NEN generates stronger free cash flow (2.3B), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 25/100), backed by strong 35.7% margins. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
New England Realty Associates LP
REAL ESTATE · REAL ESTATE SERVICES · USA
New England Realty Associates Limited Partnership is dedicated to acquiring, developing, holding for investment, operating and selling real estate in the United States. The company is headquartered in Allston, Massachusetts.
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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