IRT vs SBAC
IRT Living vs SBA Communications — AI-powered side-by-side comparison
VS
SBAC
SBA Communications
50
Watch
| Metric | IRT | SBAC |
|---|
| AI Score |
50
|
50
|
| Price |
$16.68
|
$187.69
|
| P/E Ratio |
91.94×
|
19.88×
|
| ROE |
1.6%
|
-21.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
1.0%
|
63.9%
|
| Debt / Equity |
0.73×
|
-3.29×
|
| Dividend Yield |
4.1%
|
2.6%
|
| RSI (14) |
55.8
|
58.4
|
| Beta |
0.95
|
0.979
|
| Expected Upside |
+0.5%
|
+5.6%
|
AI Committee View
Current Innellis committee reasoning for IRT versus SBAC.
The committee scores are tied.
IRT and SBAC both score 50/100.
IRT Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.21 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.3x is a discount to asset value — Value
- Dividend yield of 4.7% pays you to wait — Value
- EPS growing 51.6% YoY — Growth
Bear Case
- P/E of 94.7 is expensive by classic value standards — Value
- ROE of only 1.3% -- cheap may mean cheap for a reason — Value
- 2 consecutive earnings misses -- execution concerns — Growth
SBAC Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — high leverage (debt-to-equity 16.46) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 32.3x prices in significant intangible value — Value
- ROE of only -1.7% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 16.46 adds balance-sheet risk to the value case — Value