SBA Communications Corp (SBAC)vsUnilever PLC ADR (UL)
SBAC
SBA Communications Corp
$215.97
-0.74%
REAL ESTATE · Cap: $22.91B
UL
Unilever PLC ADR
$58.98
+3.66%
CONSUMER DEFENSIVE · Cap: $126.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Unilever PLC ADR generates 1694% more annual revenue ($50.50B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 18.8%. SBAC appears more attractively valued with a PEG of 4.89. SBAC earns a higher WallStSmart Score of 54/100 (C-).
SBAC
Buy54
out of 100
Grade: C-
UL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$215.97
$1.33 discount
Intrinsic value data unavailable for UL.
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 31 in profit
Large-cap with strong market position
Strong operational efficiency at 20.1%
Generating 5.5B in free cash flow
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Expensive relative to growth rate
Revenue declined 3.2%
Earnings declined 3.4%
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 : UL
The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : UL
The primary concerns for UL are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
SBAC profiles as a value stock while UL is a declining play — different risk/reward profiles.
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.
UL generates stronger free cash flow (5.5B), providing more financial flexibility.
Bottom Line
SBAC scores higher overall (54/100 vs 46/100), backed by strong 37.4% 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.
Unilever PLC ADR
CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA
Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.
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