Newmark Group Inc (NMRK)vsSBA Communications Corp (SBAC)
NMRK
Newmark Group Inc
$16.12
+2.22%
REAL ESTATE · Cap: $4.04B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Newmark Group Inc generates 17% more annual revenue ($3.29B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 3.8%. SBAC trades at a lower P/E of 22.0x. NMRK earns a higher WallStSmart Score of 55/100 (C).
NMRK
Buy55
out of 100
Grade: C
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+72.0%
Fair Value
$53.35
Current Price
$16.12
$37.23 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
Earnings expanding 146.9% YoY
Reasonable price relative to book value
15.3% revenue growth
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
Distress zone — elevated risk
3.8% margin — thin
Weak financial health signals
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 : NMRK
The strongest argument for NMRK centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 15.3% 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 : NMRK
The primary concerns for NMRK are Altman Z-Score, Profit Margin, Piotroski F-Score. Thin 3.8% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
NMRK profiles as a growth stock while SBAC is a value play — different risk/reward profiles.
NMRK carries more volatility with a beta of 1.83 — expect wider price swings.
NMRK is growing revenue faster at 15.3% — sustainability is the question.
NMRK generates stronger free cash flow (609M), providing more financial flexibility.
Bottom Line
NMRK scores higher overall (55/100 vs 54/100) and 15.3% 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.
Newmark Group Inc
REAL ESTATE · REAL ESTATE SERVICES · USA
Newmark Group, Inc. provides commercial real estate services in the United States and internationally. The company is headquartered in New York, New York.
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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