SBA Communications Corp (SBAC)vsUDR Inc (UDR)
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
UDR
UDR Inc
$36.34
+0.50%
REAL ESTATE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 61% more annual revenue ($2.82B vs $1.75B). SBAC leads profitability with a 37.4% profit margin vs 21.6%. SBAC appears more attractively valued with a PEG of 4.89. UDR earns a higher WallStSmart Score of 59/100 (C).
SBAC
Buy54
out of 100
Grade: C-
UDR
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Margin of Safety
+30.8%
Fair Value
$57.49
Current Price
$36.34
$21.15 discount
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
Earnings expanding 97.6% YoY
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 22.2%
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Premium valuation, high expectations priced in
1.5% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
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 : UDR
The strongest argument for UDR centers on EPS Growth, Profit Margin, Operating Margin. Profitability is solid with margins at 21.6% and operating margin at 22.2%.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : UDR
The primary concerns for UDR are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.88 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
SBAC generates stronger free cash flow (241M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UDR scores higher overall (59/100 vs 54/100), backed by strong 21.6% margins. Both earn "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.
UDR Inc
REAL ESTATE · REIT - RESIDENTIAL · USA
UDR Inc. is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado.
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