SBA Communications Corp (SBAC)vsUrban Edge Properties (UE)
SBAC
SBA Communications Corp
$218.17
-0.21%
REAL ESTATE · Cap: $23.19B
UE
Urban Edge Properties
$21.61
-1.91%
REAL ESTATE · Cap: $2.93B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 497% more annual revenue ($2.85B vs $478.29M). SBAC leads profitability with a 35.7% profit margin vs 22.6%. UE appears more attractively valued with a PEG of 6.59. UE earns a higher WallStSmart Score of 64/100 (C+).
SBAC
Hold46
out of 100
Grade: D+
UE
Buy64
out of 100
Grade: C+
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
+20.4%
Fair Value
$26.00
Current Price
$21.61
$4.39 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%
Strong operational efficiency at 34.1%
Earnings expanding 175.5% YoY
Keeps 23 of every $100 in revenue as profit
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
Moderate valuation
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. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bull Case : UE
The strongest argument for UE centers on Operating Margin, EPS Growth, Profit Margin. Profitability is solid with margins at 22.6% and operating margin at 34.1%.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : UE
The primary concerns for UE are P/E Ratio, PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 1.02 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — 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
UE scores higher overall (64/100 vs 46/100), backed by strong 22.6% margins. Both earn "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.
Urban Edge Properties
REAL ESTATE · REIT - RETAIL · USA
Urban Edge Properties is a NYSE-listed real estate investment trust focused on managing, acquiring, developing and remodeling retail real estate in urban communities, primarily in the New York metropolitan region.
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