SBA Communications Corp (SBAC)vsUniversal Corporation (UVV)
SBAC
SBA Communications Corp
$208.02
+0.08%
REAL ESTATE · Cap: $21.72B
UVV
Universal Corporation
$53.76
+1.68%
CONSUMER DEFENSIVE · Cap: $1.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Universal Corporation generates 2% more annual revenue ($2.92B vs $2.85B). SBAC leads profitability with a 35.7% profit margin vs 1.1%. UVV appears more attractively valued with a PEG of 2.95. SBAC earns a higher WallStSmart Score of 49/100 (D+).
SBAC
Hold49
out of 100
Grade: D+
UVV
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+0.8%
Fair Value
$192.43
Current Price
$208.02
$15.59 discount
Margin of Safety
-1.1%
Fair Value
$52.28
Current Price
$53.76
$1.48 premium
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%
Conservative balance sheet, low leverage
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Areas to Watch
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
Premium valuation, high expectations priced in
1.8% revenue growth
Smaller company, higher risk/reward
ROE of 5.8% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bull Case : UVV
The strongest argument for UVV centers on Price/Book, Altman Z-Score.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Bear Case : UVV
The primary concerns for UVV are P/E Ratio, Revenue Growth, Market Cap. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
SBAC profiles as a mature stock while UVV is a value play — different risk/reward profiles.
SBAC carries more volatility with a beta of 0.98 — 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.
Bottom Line
SBAC scores higher overall (49/100 vs 46/100), backed by strong 35.7% margins. Both earn "Hold" 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.
Universal Corporation
CONSUMER DEFENSIVE · TOBACCO · USA
Universal Corporation processes and supplies leaf tobacco and plant ingredients worldwide. The company is headquartered in Richmond, Virginia.
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