SBA Communications Corp (SBAC)vsSL Green Realty Corp (SLG)
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
SLG
SL Green Realty Corp
$42.41
-3.28%
REAL ESTATE · Cap: $3.03B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 200% more annual revenue ($2.82B vs $938.19M). SBAC leads profitability with a 37.4% profit margin vs -16.2%. SLG appears more attractively valued with a PEG of 1.30. SBAC earns a higher WallStSmart Score of 54/100 (C-).
SBAC
Buy54
out of 100
Grade: C-
SLG
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Margin of Safety
+55.2%
Fair Value
$90.36
Current Price
$42.41
$47.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Reasonable price relative to book value
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Operating margin of 1.7%
ROE of -3.5% — below average capital efficiency
Revenue declined 3.6%
Earnings declined 98.2%
Comparative Analysis Report
WallStSmart ResearchBull 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%.
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 Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : SLG
The primary concerns for SLG are Operating Margin, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
SBAC profiles as a value stock while SLG is a turnaround play — different risk/reward profiles.
SLG carries more volatility with a beta of 1.59 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBAC scores higher overall (54/100 vs 42/100), backed by strong 37.4% margins. SLG offers better value entry with a 55.2% margin of safety. 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.
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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