SBA Communications Corp (SBAC)vsUBS Group AG (UBS)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
UBS
UBS Group AG
$47.01
-1.40%
FINANCIAL SERVICES · Cap: $155.11B
Smart Verdict
WallStSmart Research — data-driven comparison
UBS Group AG generates 1698% more annual revenue ($51.31B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 17.8%. UBS appears more attractively valued with a PEG of 0.57. UBS earns a higher WallStSmart Score of 79/100 (B+).
SBAC
Hold49
out of 100
Grade: D+
UBS
Strong Buy79
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 UBS.
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
Strong operational efficiency at 31.5%
Earnings expanding 84.4% YoY
Large-cap with strong market position
Growing faster than its price suggests
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
Distress zone — elevated risk
Elevated debt levels
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 : UBS
The strongest argument for UBS centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : UBS
The primary concerns for UBS are Altman Z-Score, Debt/Equity. Debt-to-equity of 4.23 is elevated, increasing financial risk.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.98 — expect wider price swings.
UBS is growing revenue faster at 13.8% — sustainability is the question.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UBS scores higher overall (79/100 vs 49/100), backed by strong 17.8% margins and 13.8% 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.
UBS Group AG
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.
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