SBA Communications Corp (SBAC)vsTerreno Realty Corporation (TRNO)
SBAC
SBA Communications Corp
$218.17
-0.21%
REAL ESTATE · Cap: $23.19B
TRNO
Terreno Realty Corporation
$66.21
-0.50%
REAL ESTATE · Cap: $7.03B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 499% more annual revenue ($2.85B vs $476.38M). TRNO leads profitability with a 84.6% profit margin vs 35.7%. TRNO appears more attractively valued with a PEG of 7.15. TRNO earns a higher WallStSmart Score of 72/100 (B).
SBAC
Hold46
out of 100
Grade: D+
TRNO
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.3%
Fair Value
$220.22
Current Price
$218.17
$2.05 discount
Margin of Safety
+69.4%
Fair Value
$214.06
Current Price
$66.21
$147.85 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%
Keeps 85 of every $100 in revenue as profit
Strong operational efficiency at 42.0%
Revenue surging 32.6% year-over-year
Earnings expanding 99.6% YoY
Attractively priced relative to earnings
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
Comparative Analysis Report
WallStSmart ResearchBull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bull Case : TRNO
The strongest argument for TRNO centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 84.6% and operating margin at 42.0%. Revenue growth of 32.6% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : TRNO
The primary concerns for TRNO are PEG Ratio.
Key Dynamics to Monitor
SBAC profiles as a mature stock while TRNO is a growth play — different risk/reward profiles.
TRNO carries more volatility with a beta of 1.08 — expect wider price swings.
TRNO is growing revenue faster at 32.6% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
TRNO scores higher overall (72/100 vs 46/100), backed by strong 84.6% margins and 32.6% revenue growth. Both earn "Strong Buy" 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.
Terreno Realty Corporation
REAL ESTATE · REIT - INDUSTRIAL · USA
Terreno Realty Corporation and together with its subsidiaries, the?
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