SBA Communications Corp (SBAC)vsSun Communities Inc (SUI)
SBAC
SBA Communications Corp
$186.29
+6.49%
REAL ESTATE · Cap: $19.69B
SUI
Sun Communities Inc
$127.94
+3.10%
REAL ESTATE · Cap: $15.53B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 22% more annual revenue ($2.85B vs $2.34B). SUI leads profitability with a 59.7% profit margin vs 35.7%. SBAC appears more attractively valued with a PEG of 7.71. SBAC earns a higher WallStSmart Score of 49/100 (D+).
SBAC
Hold49
out of 100
Grade: D+
SUI
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.4%
Fair Value
$191.80
Current Price
$186.29
$5.51 discount
Margin of Safety
+38.9%
Fair Value
$209.27
Current Price
$127.94
$81.33 discount
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
Keeps 60 of every $100 in revenue as profit
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
Expensive relative to growth rate
ROE of -15.7% — below average capital efficiency
Earnings declined 97.1%
Distress zone — elevated risk
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 : SUI
The strongest argument for SUI centers on Profit Margin, Price/Book. Profitability is solid with margins at 59.7% and operating margin at 13.4%.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : SUI
The primary concerns for SUI are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 1.00 — expect wider price swings.
SUI is growing revenue faster at 8.6% — sustainability is the question.
SUI generates stronger free cash flow (269M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBAC scores higher overall (49/100 vs 48/100), backed by strong 35.7% margins. SUI offers better value entry with a 38.9% margin of safety. 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.
Sun Communities Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
Sun Communities Inc. (SUI) is a prominent real estate investment trust (REIT) specializing in acquiring, developing, and managing a diverse array of manufactured housing and recreational vehicle (RV) communities throughout the U.S. and Canada. With a robust portfolio of over 600 properties, the company emphasizes long-term value creation by generating consistent rental income and enhancing tenant experiences. Sun Communities is dedicated to sustainability and responsible land use, positioning itself as a strong contender in the burgeoning affordable housing market, appealing to institutional investors looking for stability and growth in their portfolios.
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