SBA Communications Corp (SBAC)vsTurning Point Brands Inc (TPB)
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
TPB
Turning Point Brands Inc
$77.18
-0.31%
CONSUMER DEFENSIVE · Cap: $1.49B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 508% more annual revenue ($2.82B vs $463.06M). SBAC leads profitability with a 37.4% profit margin vs 12.6%. TPB appears more attractively valued with a PEG of 0.05. TPB earns a higher WallStSmart Score of 73/100 (B).
SBAC
Buy54
out of 100
Grade: C-
TPB
Strong Buy73
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 TPB.
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
Growing faster than its price suggests
Earnings expanding 194.5% YoY
Every $100 of equity generates 24 in profit
Revenue surging 29.2% year-over-year
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Smaller company, higher risk/reward
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 : TPB
The strongest argument for TPB centers on PEG Ratio, EPS Growth, Return on Equity. Revenue growth of 29.2% demonstrates continued momentum. PEG of 0.05 suggests the stock is reasonably priced for its growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : TPB
The primary concerns for TPB are Market Cap.
Key Dynamics to Monitor
SBAC profiles as a value stock while TPB is a growth play — different risk/reward profiles.
TPB carries more volatility with a beta of 1.03 — expect wider price swings.
TPB is growing revenue faster at 29.2% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Bottom Line
TPB scores higher overall (73/100 vs 54/100) and 29.2% 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.
Turning Point Brands Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.
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