SBA Communications Corp (SBAC)vsStar Holdings (STHO)
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
STHO
Star Holdings
$8.57
+3.13%
REAL ESTATE · Cap: $101.42M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 2283% more annual revenue ($2.82B vs $118.14M). SBAC leads profitability with a 37.4% profit margin vs -54.4%. SBAC earns a higher WallStSmart Score of 54/100 (C-).
SBAC
Buy54
out of 100
Grade: C-
STHO
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$215.97
$1.33 discount
Margin of Safety
+79.7%
Fair Value
$39.50
Current Price
$8.57
$30.93 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
Strong operational efficiency at 45.1%
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
1.8% revenue growth
Smaller company, higher risk/reward
Elevated debt levels
ROE of -23.2% — below average capital efficiency
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 : STHO
The strongest argument for STHO centers on Price/Book, Operating Margin.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : STHO
The primary concerns for STHO are Revenue Growth, Market Cap, Debt/Equity.
Key Dynamics to Monitor
SBAC profiles as a value stock while STHO is a turnaround play — different risk/reward profiles.
STHO carries more volatility with a beta of 1.20 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 47/100), backed by strong 37.4% margins. STHO offers better value entry with a 79.7% 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.
Star Holdings
REAL ESTATE · REAL ESTATE SERVICES · USA
Star Holdings engages in the non-ground lease related commercial real estate businesses in the United States. The company is headquartered in New York, New York.
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