SBA Communications Corp (SBAC)vsSL Green Realty Corp (SLG)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
SLG
SL Green Realty Corp
$47.83
+1.51%
REAL ESTATE · Cap: $3.94B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 205% more annual revenue ($2.85B vs $937.37M). SBAC leads profitability with a 35.7% profit margin vs -16.2%. SLG appears more attractively valued with a PEG of 1.30. SBAC earns a higher WallStSmart Score of 49/100 (D+).
SBAC
Hold49
out of 100
Grade: D+
SLG
Hold37
out of 100
Grade: F
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 SLG.
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
Reasonable price relative to book value
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Operating margin of 1.3%
Elevated debt levels
Weak financial health signals
ROE of -3.5% — below average capital efficiency
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 : SLG
The strongest argument for SLG centers on Price/Book. PEG of 1.30 suggests the stock is reasonably priced for its growth.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : SLG
The primary concerns for SLG are Operating Margin, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.75 is elevated, increasing financial risk.
Key Dynamics to Monitor
SBAC profiles as a mature stock while SLG is a turnaround play — different risk/reward profiles.
SLG carries more volatility with a beta of 1.60 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (49/100 vs 37/100), backed by strong 35.7% margins. Both earn "Hold" 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.
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