SBA Communications Corp (SBAC)vsSouthern Copper Corporation (SCCO)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
SCCO
Southern Copper Corporation
$194.09
-1.27%
BASIC MATERIALS · Cap: $168.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Southern Copper Corporation generates 410% more annual revenue ($14.55B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 34.1%. SCCO appears more attractively valued with a PEG of 5.41. SCCO earns a higher WallStSmart Score of 65/100 (B-).
SBAC
Hold49
out of 100
Grade: D+
SCCO
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Intrinsic value data unavailable for SCCO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Every $100 of equity generates 42 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 58.3%
Revenue surging 36.2% year-over-year
Earnings expanding 66.7% YoY
Safe zone — low bankruptcy risk
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 13.7x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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%.
Bull Case : SCCO
The strongest argument for SCCO centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 34.1% and operating margin at 58.3%. Revenue growth of 36.2% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : SCCO
The primary concerns for SCCO are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
SBAC profiles as a mature stock while SCCO is a growth play — different risk/reward profiles.
SCCO carries more volatility with a beta of 1.08 — expect wider price swings.
SCCO is growing revenue faster at 36.2% — sustainability is the question.
SCCO generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
SCCO scores higher overall (65/100 vs 49/100), backed by strong 34.1% margins and 36.2% revenue growth. Both earn "Strong 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.
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.
Southern Copper Corporation
BASIC MATERIALS · COPPER · USA
Southern Copper Corporation is engaged in the extraction, exploration, smelting and refining of copper and other minerals in Peru, Mexico, Argentina, Ecuador and Chile.
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