OUT vs SBAC
Outfront Media Inc. vs SBA Communications — AI-powered side-by-side comparison
OUT
Outfront Media Inc.
54
Watch
VS
SBAC
SBA Communications
61
Buy
| Metric | OUT | SBAC |
|---|
| AI Score |
54
|
61
|
| Price |
$29.92
|
$181.94
|
| P/E Ratio |
21.07×
|
19.55×
|
| ROE |
20.7%
|
-21.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
34.9%
|
63.9%
|
| Debt / Equity |
5.96×
|
-3.29×
|
| Dividend Yield |
4.0%
|
2.6%
|
| RSI (14) |
15.3
|
49.0
|
| Beta |
1.478
|
0.979
|
| Expected Upside |
—
|
+8.0%
|
AI Committee View
Current Innellis committee reasoning for OUT versus SBAC.
SBAC leads by 7 points.
SBAC scores 61/100 (Buy) versus OUT at 54/100 (Watch).
OUT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — high leverage (debt-to-equity 3.64) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 35.9% shows genuine earnings power backing the valuation — Value
- Dividend yield of 4.4% pays you to wait — Value
- EPS growing 118.5% YoY — Growth
Bear Case
- Price-to-book of 5.7x prices in significant intangible value — Value
- Debt-to-equity of 3.64 adds balance-sheet risk to the value case — Value
- RSI at 15 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
SBAC Committee View
75% agreement
4 analysts
Positive signals support the current rating — vix regime is low -- calm backdrop supports risk-taking. The committee sees sufficient evidence to maintain the constructive view.
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