SBA Communications Corp (SBAC)vsUniversal Health Realty Income Trust (UHT)
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
UHT
Universal Health Realty Income Trust
$40.70
+0.17%
REAL ESTATE · Cap: $566.12M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 2691% more annual revenue ($2.82B vs $100.87M). SBAC leads profitability with a 37.4% profit margin vs 17.7%. UHT appears more attractively valued with a PEG of 0.63. UHT earns a higher WallStSmart Score of 57/100 (C).
SBAC
Buy54
out of 100
Grade: C-
UHT
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$215.97
$1.33 discount
Margin of Safety
+51.9%
Fair Value
$89.09
Current Price
$40.70
$48.39 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
Strong operational efficiency at 36.5%
Growing faster than its price suggests
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
Smaller company, higher risk/reward
Revenue declined 1.7%
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 : UHT
The strongest argument for UHT centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 17.7% and operating margin at 36.5%. PEG of 0.63 suggests the stock is reasonably priced for its growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : UHT
The primary concerns for UHT are P/E Ratio, Market Cap, Revenue Growth.
Key Dynamics to Monitor
SBAC profiles as a value stock while UHT is a declining play — different risk/reward profiles.
UHT carries more volatility with a beta of 0.89 — 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.
Bottom Line
UHT scores higher overall (57/100 vs 54/100), backed by strong 17.7% 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.
Universal Health Realty Income Trust
REAL ESTATE · REIT - HEALTHCARE FACILITIES · USA
Universal Health Realty Income Trust, a real estate investment trust, invests in healthcare and human service related facilities including intensive care hospitals, rehabilitation hospitals, subacute care facilities, medical / office buildings, emergency departments independent and child care centers.
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