SBA Communications Corp (SBAC)vsWheeler Real Estate Investment Trust Inc (WHLRD)
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
WHLRD
Wheeler Real Estate Investment Trust Inc
$35.64
-1.00%
REAL ESTATE · Cap: $33.60M
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 2732% more annual revenue ($2.82B vs $99.41M). SBAC leads profitability with a 37.4% profit margin vs 8.8%. SBAC earns a higher WallStSmart Score of 54/100 (C-).
SBAC
Buy54
out of 100
Grade: C-
WHLRD
Hold41
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Intrinsic value data unavailable for WHLRD.
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 30.0%
Areas to Watch
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
0.0% earnings growth
Smaller company, higher risk/reward
Revenue declined 8.8%
Negative free cash flow — burning cash
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 : WHLRD
The strongest argument for WHLRD centers on Operating Margin.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Bear Case : WHLRD
The primary concerns for WHLRD are EPS Growth, Market Cap, Revenue Growth. Debt-to-equity of 8.33 is elevated, increasing financial risk.
Key Dynamics to Monitor
WHLRD carries more volatility with a beta of 1.44 — 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.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SBAC scores higher overall (54/100 vs 41/100), 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.
Wheeler Real Estate Investment Trust Inc
REAL ESTATE · REIT - RETAIL · USA
Wheeler Real Estate Investment Trust Inc. (Ticker: WHLRD) is a focused real estate investment trust (REIT) that specializes in the acquisition and management of income-generating retail and mixed-use properties across the United States. The company strategically targets markets with favorable demographic trends, fostering portfolio resilience and optimizing performance through proactive asset management and selective acquisitions. With a commitment to delivering sustainable income and long-term capital appreciation, WHLRD aims to maximize shareholder value in a rapidly changing retail landscape.
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