CBRE vs SBAC
CBRE Group vs SBA Communications — AI-powered side-by-side comparison
VS
SBAC
SBA Communications
58
Watch
| Metric | CBRE | SBAC |
|---|
| AI Score |
65
|
58
|
| Price |
$152.11
|
$182.66
|
| P/E Ratio |
34.64×
|
19.61×
|
| ROE |
13.0%
|
-21.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
17.7%
|
63.9%
|
| Debt / Equity |
1.26×
|
-3.29×
|
| Dividend Yield |
0.0%
|
2.7%
|
| RSI (14) |
57.5
|
51.3
|
| Beta |
1.193
|
0.979
|
| Expected Upside |
+3.3%
|
+7.0%
|
AI Committee View
Current Innellis committee reasoning for CBRE versus SBAC.
CBRE leads by 7 points.
CBRE scores 65/100 (Buy) versus SBAC at 58/100 (Watch).
CBRE Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is p/e of 33.7 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 15.2% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 33.7 is moderate-to-rich — Value
- Price-to-book of 5.4x prices in significant intangible value — Value
SBAC Committee View
75% agreement
4 analysts
The committee sees neither a compelling opportunity nor a clear risk at this stage. Conditions remain neutral — patience is warranted.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- 5 consecutive earnings misses -- execution concerns — Growth
- Price structure making lower highs and lower lows — Technical
- Trend and market structure agree -- coherent bearish picture — Technical