SBA Communications Corp (SBAC)vsTeradyne Inc (TER)
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
TER
Teradyne Inc
$306.33
-19.41%
TECHNOLOGY · Cap: $53.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Teradyne Inc generates 35% more annual revenue ($3.79B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 22.6%. TER appears more attractively valued with a PEG of 1.69. TER earns a higher WallStSmart Score of 75/100 (B+).
SBAC
Buy54
out of 100
Grade: C-
TER
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$215.97
$1.33 discount
Intrinsic value data unavailable for TER.
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
Strong operational efficiency at 37.1%
Revenue surging 87.0% year-over-year
Earnings expanding 314.8% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 17.1x book value
Premium valuation, high expectations priced in
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 : TER
The strongest argument for TER centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 22.6% and operating margin at 37.1%. Revenue growth of 87.0% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : TER
The primary concerns for TER are PEG Ratio, Price/Book, P/E Ratio. A P/E of 63.7x leaves little room for execution misses.
Key Dynamics to Monitor
SBAC profiles as a value stock while TER is a growth play — different risk/reward profiles.
TER carries more volatility with a beta of 1.79 — expect wider price swings.
TER is growing revenue faster at 87.0% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
TER scores higher overall (75/100 vs 54/100), backed by strong 22.6% margins and 87.0% revenue growth. Both earn "Strong Buy" and "Buy" 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.
Teradyne Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
Teradyne, Inc. is an American automatic test equipment (ATE) designer and manufacturer based in North Reading, Massachusetts.
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