SBA Communications Corp (SBAC)vsTexas Instruments Incorporated (TXN)
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
TXN
Texas Instruments Incorporated
$269.22
+4.41%
TECHNOLOGY · Cap: $245.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Texas Instruments Incorporated generates 555% more annual revenue ($18.44B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 29.1%. TXN appears more attractively valued with a PEG of 1.47. TXN earns a higher WallStSmart Score of 74/100 (B).
SBAC
Buy54
out of 100
Grade: C-
TXN
Strong Buy74
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 TXN.
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
Mega-cap, among the largest globally
Every $100 of equity generates 32 in profit
Strong operational efficiency at 37.8%
Safe zone — low bankruptcy risk
Keeps 29 of every $100 in revenue as profit
18.6% revenue growth
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Trading at 14.6x 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 : TXN
The strongest argument for TXN centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 37.8%. Revenue growth of 18.6% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : TXN
The primary concerns for TXN are Price/Book, P/E Ratio. A P/E of 46.1x leaves little room for execution misses.
Key Dynamics to Monitor
SBAC profiles as a value stock while TXN is a growth play — different risk/reward profiles.
TXN carries more volatility with a beta of 0.99 — expect wider price swings.
TXN is growing revenue faster at 18.6% — sustainability is the question.
TXN generates stronger free cash flow (844M), providing more financial flexibility.
Bottom Line
TXN scores higher overall (74/100 vs 54/100), backed by strong 29.1% margins and 18.6% 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.
Texas Instruments Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Texas Instruments Incorporated (TI) is an American technology company headquartered in Dallas, Texas, that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally. It is one of the top 10 semiconductor companies worldwide based on sales volume.
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