SBA Communications Corp (SBAC)vsThermo Fisher Scientific Inc (TMO)
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
TMO
Thermo Fisher Scientific Inc
$466.26
+2.72%
HEALTHCARE · Cap: $173.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 1505% more annual revenue ($45.20B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 15.1%. TMO appears more attractively valued with a PEG of 1.55. TMO earns a higher WallStSmart Score of 62/100 (C+).
SBAC
Buy54
out of 100
Grade: C-
TMO
Buy62
out of 100
Grade: C+
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
-17.4%
Fair Value
$407.91
Current Price
$466.26
$58.35 premium
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
Large-cap with strong market position
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
Moderate valuation
Weak financial health signals
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 : TMO
The strongest argument for TMO centers on Market Cap. Profitability is solid with margins at 15.1% and operating margin at 17.9%.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
SBAC profiles as a value stock while TMO is a mature play — different risk/reward profiles.
TMO carries more volatility with a beta of 0.97 — expect wider price swings.
TMO is growing revenue faster at 6.2% — sustainability is the question.
TMO generates stronger free cash flow (816M), providing more financial flexibility.
Bottom Line
TMO scores higher overall (62/100 vs 54/100), backed by strong 15.1% margins. Both earn "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.
Thermo Fisher Scientific Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Thermo Fisher Scientific is an American provisioner of scientific instrumentation, reagents and consumables, and software and services to healthcare, life science, and other laboratories in academia, government, and industry (including in the biotechnology and pharmaceutical sectors). Based in Waltham, Massachusetts, Thermo Fisher was created in 2006 by the merger of Thermo Electron and Fisher Scientific, to form a company with US$ 9 billion in combined revenues.
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