COMP <GO>
SBAC vs HST // OPERATING MARGIN
SBA Communications Corporation (NASDAQ) VS. Host Hotels & Resorts Inc. (NASDAQ) • 15-METRIC TALLY: SBAC 6
— HST 6
▲ OPERATING MARGIN LEADER: SBAC
LAST: $187.15 (+1.23%) • MKT CAP: $19.85B
operating-margins
75.00%
LAST: $25.30 (-1.56%) • MKT CAP: $17.33B
operating-margins
14.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SBAC VS. HST)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SBAC | HST | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.10% | 8.00% | +10.10 | SBAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.8x | 17.9x | +1.90 | HST | /valuation <GO> |
| Free Cash Flow Yield | 5.44% | 7.01% | -1.57 | HST | /fcf-yield <GO> |
| Operating Margin ACTIVE | 75.00% | 14.00% | +61.00 | SBAC | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 12.50% | +55.50 | SBAC | /net-margins <GO> |
| Revenue Growth (YoY) | 59.90% | 7.60% | +52.30 | SBAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.44% | 3.54% | -1.10 | HST | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | HST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.0 | 64.8 | -5.80 | HST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.15 | -0.20 | HST | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.6x | 21.4x | -5.80 | SBAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $19.85B | $17.33B | $2.52B | SBAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SBAC REV | HST REV | SBAC GROSS % | HST GROSS % | SBAC FCF | HST FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $244.5M | $6.11B | 868.8% | — | $1.07B | $1.23B |
| FY 2024 | $152.9M | $5.68B | 1372.4% | — | $1.11B | $1.24B |
| FY 2023 | $194.6M | $5.31B | — | — | $1.54B | $1.20B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SBAC // BETA 0.95
HST // BETA 1.15