One Liberty Properties Inc (OLP)vsSBA Communications Corp (SBAC)
OLP
One Liberty Properties Inc
$23.19
-0.98%
REAL ESTATE · Cap: $524.76M
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 2754% more annual revenue ($2.85B vs $100.02M). SBAC leads profitability with a 35.7% profit margin vs 27.6%. OLP trades at a lower P/E of 19.2x. OLP earns a higher WallStSmart Score of 62/100 (C+).
OLP
Buy62
out of 100
Grade: C+
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+30.4%
Fair Value
$32.42
Current Price
$23.19
$9.23 discount
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
Strong operational efficiency at 35.6%
Earnings expanding 55.6% YoY
Keeps 28 of every $100 in revenue as profit
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
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
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 : OLP
The strongest argument for OLP centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 27.6% and operating margin at 35.6%. Revenue growth of 11.4% 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 : OLP
The primary concerns for OLP are Market Cap, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.94 is elevated, increasing financial risk.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
OLP is growing revenue faster at 11.4% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Monitor REIT - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OLP scores higher overall (62/100 vs 49/100), backed by strong 27.6% margins and 11.4% 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.
One Liberty Properties Inc
REAL ESTATE · REIT - DIVERSIFIED · USA
One Liberty is a self-managed and self-managed real estate investment trust incorporated in Maryland in 1982.
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.
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