SBA Communications Corp (SBAC)vsTPG RE Finance Trust Inc (TRTX)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
TRTX
TPG RE Finance Trust Inc
$8.45
+0.84%
REAL ESTATE · Cap: $657.12M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 1995% more annual revenue ($2.85B vs $136.23M). TRTX leads profitability with a 48.1% profit margin vs 35.7%. TRTX trades at a lower P/E of 13.3x. TRTX earns a higher WallStSmart Score of 68/100 (B-).
SBAC
Hold49
out of 100
Grade: D+
TRTX
Strong Buy68
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Intrinsic value data unavailable for TRTX.
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%
Conservative balance sheet, low leverage
Reasonable price relative to book value
Keeps 48 of every $100 in revenue as profit
Strong operational efficiency at 50.7%
Earnings expanding 58.3% YoY
Attractively priced relative to earnings
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 6.2% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : TRTX
The strongest argument for TRTX centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 48.1% and operating margin at 50.7%. Revenue growth of 11.9% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : TRTX
The primary concerns for TRTX are Market Cap, Return on Equity, Piotroski F-Score. Debt-to-equity of 3.17 is elevated, increasing financial risk.
Key Dynamics to Monitor
TRTX carries more volatility with a beta of 1.47 — expect wider price swings.
TRTX is growing revenue faster at 11.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TRTX scores higher overall (68/100 vs 49/100), backed by strong 48.1% margins and 11.9% 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.
TPG RE Finance Trust Inc
REAL ESTATE · REIT - MORTGAGE · USA
TPG RE Finance Trust, Inc., a commercial real estate finance company, originates, acquires and manages commercial mortgage loans and other commercial real estate-related debt instruments in North America. The company is headquartered in New York, New York.
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