SBA Communications Corp (SBAC)vsUbiquiti Networks Inc (UI)
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
UI
Ubiquiti Networks Inc
$1,012.01
+4.22%
TECHNOLOGY · Cap: $61.25B
Smart Verdict
WallStSmart Research — data-driven comparison
Ubiquiti Networks Inc generates 6% more annual revenue ($2.97B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 29.9%. UI appears more attractively valued with a PEG of 1.10. UI earns a higher WallStSmart Score of 71/100 (B).
SBAC
Buy54
out of 100
Grade: C-
UI
Strong Buy71
out of 100
Grade: B
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
-87.5%
Fair Value
$380.25
Current Price
$1012.01
$631.76 premium
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
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
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
Trading at 60.3x book value
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 : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
SBAC profiles as a value stock while UI is a growth play — different risk/reward profiles.
UI carries more volatility with a beta of 1.32 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
UI generates stronger free cash flow (259M), providing more financial flexibility.
Bottom Line
UI scores higher overall (71/100 vs 54/100), backed by strong 29.9% margins and 35.8% 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.
Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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