Public Storage (PSA)vsSBA Communications Corp (SBAC)
PSA
Public Storage
$337.46
-0.89%
REAL ESTATE · Cap: $60.68B
SBAC
SBA Communications Corp
$189.42
-1.90%
REAL ESTATE · Cap: $19.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Public Storage generates 76% more annual revenue ($5.04B vs $2.87B). PSA leads profitability with a 37.7% profit margin vs 34.5%. PSA appears more attractively valued with a PEG of 4.35. PSA earns a higher WallStSmart Score of 54/100 (C-).
PSA
Buy54
out of 100
Grade: C-
SBAC
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-5.7%
Fair Value
$277.93
Current Price
$337.46
$59.53 premium
Margin of Safety
+0.2%
Fair Value
$191.37
Current Price
$189.42
$1.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 39.5%
Large-cap with strong market position
Every $100 of equity generates 22 in profit
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 52.2%
Conservative balance sheet, low leverage
Areas to Watch
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
2.3% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 10.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : PSA
The strongest argument for PSA centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 37.7% and operating margin at 39.5%. Revenue growth of 10.8% 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 34.5% and operating margin at 52.2%.
Bear Case : PSA
The primary concerns for PSA are P/E Ratio, Debt/Equity, Piotroski F-Score.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
PSA profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.99 — expect wider price swings.
PSA is growing revenue faster at 10.8% — sustainability is the question.
PSA generates stronger free cash flow (799M), providing more financial flexibility.
Bottom Line
PSA scores higher overall (54/100 vs 47/100), backed by strong 37.7% margins and 10.8% 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.
Public Storage
REAL ESTATE · REIT - INDUSTRIAL · USA
Public Storage is an American international self storage company headquartered in Glendale, California, that is run as a real estate investment trust (REIT).
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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