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SBA Communications (SBAC) Competitors

$193.39
-1.98 (-1.01%)
(As of 06/7/2024 ET)

SBAC vs. ARE, EQR, AVB, CCI, USM, TDS, BB, SHEN, SPOK, and DLR

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include Alexandria Real Estate Equities (ARE), Equity Residential (EQR), AvalonBay Communities (AVB), Crown Castle (CCI), United States Cellular (USM), Telephone and Data Systems (TDS), BlackBerry (BB), Shenandoah Telecommunications (SHEN), Spok (SPOK), and Digital Realty Trust (DLR).

SBA Communications vs.

Alexandria Real Estate Equities (NYSE:ARE) and SBA Communications (NASDAQ:SBAC) are both large-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, media sentiment, community ranking, valuation, analyst recommendations, risk, institutional ownership, profitability and earnings.

SBA Communications has lower revenue, but higher earnings than Alexandria Real Estate Equities. SBA Communications is trading at a lower price-to-earnings ratio than Alexandria Real Estate Equities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Alexandria Real Estate Equities$2.89B6.94$103.64M$1.07107.00
SBA Communications$2.71B7.66$501.81M$5.1037.92

In the previous week, Alexandria Real Estate Equities had 11 more articles in the media than SBA Communications. MarketBeat recorded 19 mentions for Alexandria Real Estate Equities and 8 mentions for SBA Communications. Alexandria Real Estate Equities' average media sentiment score of 1.27 beat SBA Communications' score of 1.13 indicating that SBA Communications is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alexandria Real Estate Equities
11 Very Positive mention(s)
2 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
8 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

96.5% of Alexandria Real Estate Equities shares are held by institutional investors. Comparatively, 97.4% of SBA Communications shares are held by institutional investors. 1.2% of Alexandria Real Estate Equities shares are held by company insiders. Comparatively, 1.3% of SBA Communications shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Alexandria Real Estate Equities presently has a consensus price target of $136.75, suggesting a potential upside of 19.44%. SBA Communications has a consensus price target of $252.17, suggesting a potential upside of 30.39%. Given Alexandria Real Estate Equities' stronger consensus rating and higher probable upside, analysts clearly believe SBA Communications is more favorable than Alexandria Real Estate Equities.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alexandria Real Estate Equities
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88
SBA Communications
0 Sell rating(s)
0 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
3.09

SBA Communications received 335 more outperform votes than Alexandria Real Estate Equities when rated by MarketBeat users. Likewise, 67.39% of users gave SBA Communications an outperform vote while only 64.97% of users gave Alexandria Real Estate Equities an outperform vote.

CompanyUnderperformOutperform
Alexandria Real Estate EquitiesOutperform Votes
471
64.97%
Underperform Votes
254
35.03%
SBA CommunicationsOutperform Votes
806
67.39%
Underperform Votes
390
32.61%

Alexandria Real Estate Equities pays an annual dividend of $5.08 per share and has a dividend yield of 4.4%. SBA Communications pays an annual dividend of $3.92 per share and has a dividend yield of 2.0%. Alexandria Real Estate Equities pays out 474.8% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. SBA Communications pays out 76.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Alexandria Real Estate Equities has increased its dividend for 1 consecutive years and SBA Communications has increased its dividend for 5 consecutive years.

Alexandria Real Estate Equities has a beta of 1.12, meaning that its stock price is 12% more volatile than the S&P 500. Comparatively, SBA Communications has a beta of 0.65, meaning that its stock price is 35% less volatile than the S&P 500.

SBA Communications has a net margin of 20.61% compared to SBA Communications' net margin of 6.65%. SBA Communications' return on equity of 0.87% beat Alexandria Real Estate Equities' return on equity.

Company Net Margins Return on Equity Return on Assets
Alexandria Real Estate Equities6.65% 0.87% 0.53%
SBA Communications 20.61%-10.75%5.40%

Summary

SBA Communications beats Alexandria Real Estate Equities on 16 of the 22 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SBAC and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SBAC vs. The Competition

MetricSBA CommunicationsReal estate investment trusts IndustryFinance SectorNASDAQ Exchange
Market Cap$20.78B$6.63B$9.53B$8.17B
Dividend Yield2.01%6.88%6.33%4.04%
P/E Ratio37.9237.1245.9518.13
Price / Sales7.666.273,332.4266.88
Price / Cash15.1517.3615.5931.03
Price / Book-4.042.272.494.32
Net Income$501.81M$151.15M$1.01B$216.21M
7 Day Performance-1.67%-0.30%-0.76%-1.44%
1 Month Performance-1.94%0.84%-0.15%-0.60%
1 Year Performance-15.54%-3.30%12.47%3.53%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ARE
Alexandria Real Estate Equities
4.3418 of 5 stars
$114.49
-1.6%
$136.75
+19.4%
-6.0%$20.02B$2.89B107.00568Dividend Increase
Insider Selling
News Coverage
Positive News
EQR
Equity Residential
4.439 of 5 stars
$65.07
-0.3%
$68.41
+5.1%
+0.4%$24.70B$2.87B27.002,400Positive News
AVB
AvalonBay Communities
4.2098 of 5 stars
$197.21
-0.5%
$204.89
+3.9%
+6.0%$28.04B$2.77B29.353,039Analyst Revision
News Coverage
Positive News
CCI
Crown Castle
4.4631 of 5 stars
$100.58
-1.0%
$112.64
+12.0%
-12.5%$44.16B$6.98B31.434,700Analyst Revision
USM
United States Cellular
1.3379 of 5 stars
$55.96
-3.5%
$58.75
+5.0%
+256.4%$4.93B$3.91B83.524,300Gap Down
TDS
Telephone and Data Systems
2.1736 of 5 stars
$21.44
-4.1%
$25.00
+16.6%
+188.0%$2.53B$5.16B-4.408,800Gap Down
BB
BlackBerry
0.9472 of 5 stars
$2.68
-4.6%
$4.08
+52.4%
-48.2%$1.66B$853M-11.172,647
SHEN
Shenandoah Telecommunications
3.135 of 5 stars
$17.81
-3.3%
$25.00
+40.4%
-13.0%$1.00B$287.38M4.11845Positive News
SPOK
Spok
1.809 of 5 stars
$14.77
+0.1%
N/A+16.1%$298.62M$139.02M17.80392Positive News
DLR
Digital Realty Trust
4.2899 of 5 stars
$146.35
-0.5%
$144.65
-1.2%
+41.3%$45.72B$5.48B40.653,664Positive News

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This page (NASDAQ:SBAC) was last updated on 6/8/2024 by MarketBeat.com Staff

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