WallStSmart

SBA Communications Corp (SBAC)vsService Properties Trust (SVC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

SBA Communications Corp generates 64% more annual revenue ($2.85B vs $1.74B). SBAC leads profitability with a 35.7% profit margin vs -13.6%. SVC appears more attractively valued with a PEG of 2.27. SBAC earns a higher WallStSmart Score of 49/100 (D+).

SBAC

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 8.0Value: 4.7Quality: 5.0
Piotroski: 5/9Altman Z: -0.26

SVC

Avoid

34

out of 100

Grade: F

Growth: 2.0Profit: 3.5Value: 6.3Quality: 5.0
Piotroski: 5/9Altman Z: -0.36
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

SBACUndervalued (+0.8%)

Margin of Safety

+0.8%

Fair Value

$192.43

Current Price

$208.02

$15.59 discount

UndervaluedFair: $192.43Overvalued
SVCUndervalued (+67.2%)

Margin of Safety

+67.2%

Fair Value

$7.02

Current Price

$1.65

$5.37 discount

UndervaluedFair: $7.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SBAC3 strengths · Avg: 10.0/10
Profit MarginProfitability
35.7%10/10

Keeps 36 of every $100 in revenue as profit

Operating MarginProfitability
52.4%10/10

Strong operational efficiency at 52.4%

Debt/EquityHealth
-3.2410/10

Conservative balance sheet, low leverage

SVC1 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Areas to Watch

SBAC4 concerns · Avg: 2.3/10
Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

PEG RatioValuation
8.502/10

Expensive relative to growth rate

EPS GrowthGrowth
-14.7%2/10

Earnings declined 14.7%

Altman Z-ScoreHealth
-0.262/10

Distress zone — elevated risk

SVC4 concerns · Avg: 2.8/10
PEG RatioValuation
2.274/10

Expensive relative to growth rate

Market CapQuality
$1.06B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-38.6%2/10

ROE of -38.6% — below average capital efficiency

Revenue GrowthGrowth
-16.3%2/10

Revenue declined 16.3%

Comparative Analysis Report

WallStSmart Research

Bull 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 : SVC

The strongest argument for SVC centers on Price/Book.

Bear Case : SBAC

The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.

Bear Case : SVC

The primary concerns for SVC are PEG Ratio, Market Cap, Return on Equity. Debt-to-equity of 10.30 is elevated, increasing financial risk.

Key Dynamics to Monitor

SBAC profiles as a mature stock while SVC is a turnaround play — different risk/reward profiles.

SVC carries more volatility with a beta of 1.63 — 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 34/100), backed by strong 35.7% margins. SVC offers better value entry with a 67.2% margin of safety. Both earn "Hold" and "Avoid" 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.

Service Properties Trust

REAL ESTATE · REIT - HOTEL & MOTEL · USA

Service Properties Trust is a real estate investment trust, or REIT, that owns a diverse portfolio of hotel and net-leasing services and need-based retail properties in the United States and in Puerto Rico and Canada with 149 different brands across 23 industries. The company is headquartered in Newton, Massachusetts.

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