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SBA Communications (SBAC) Competitors

SBA Communications logo
$189.10 +1.61 (+0.86%)
Closing price 04:00 PM Eastern
Extended Trading
$189.38 +0.28 (+0.15%)
As of 05:00 PM Eastern
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SBAC vs. AMT, AWK, CCI, COLD, EXR, O, WELL, TDS, BB, and SHEN

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include American Tower (AMT), American Water Works (AWK), Crown Castle (CCI), Americold Realty Trust (COLD), Extra Space Storage (EXR), Realty Income (O), Welltower (WELL), Telephone and Data Systems (TDS), BlackBerry (BB), and Shenandoah Telecommunications (SHEN).

SBA Communications vs. Its Competitors

American Tower (NYSE:AMT) and SBA Communications (NASDAQ:SBAC) are both large-cap finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, dividends, earnings, media sentiment, valuation, risk, analyst recommendations and institutional ownership.

In the previous week, American Tower had 19 more articles in the media than SBA Communications. MarketBeat recorded 32 mentions for American Tower and 13 mentions for SBA Communications. American Tower's average media sentiment score of 1.17 beat SBA Communications' score of 0.57 indicating that American Tower is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
American Tower
24 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
7 Very Positive mention(s)
3 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

American Tower has a beta of 0.86, suggesting that its stock price is 14% less volatile than the S&P 500. Comparatively, SBA Communications has a beta of 0.82, suggesting that its stock price is 18% less volatile than the S&P 500.

American Tower pays an annual dividend of $6.80 per share and has a dividend yield of 3.6%. SBA Communications pays an annual dividend of $4.44 per share and has a dividend yield of 2.3%. American Tower pays out 247.3% 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 56.4% of its earnings in the form of a dividend. American Tower has increased its dividend for 1 consecutive years and SBA Communications has increased its dividend for 6 consecutive years.

American Tower currently has a consensus price target of $242.07, indicating a potential upside of 29.72%. SBA Communications has a consensus price target of $249.07, indicating a potential upside of 31.71%. Given SBA Communications' higher possible upside, analysts plainly believe SBA Communications is more favorable than American Tower.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
American Tower
0 Sell rating(s)
5 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
2.83
SBA Communications
0 Sell rating(s)
8 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.65

American Tower has higher revenue and earnings than SBA Communications. SBA Communications is trading at a lower price-to-earnings ratio than American Tower, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
American Tower$10.26B8.52$2.26B$2.7567.85
SBA Communications$2.68B7.58$749.54M$7.8724.03

92.7% of American Tower shares are owned by institutional investors. Comparatively, 97.4% of SBA Communications shares are owned by institutional investors. 0.2% of American Tower shares are owned by insiders. Comparatively, 0.9% of SBA Communications shares are owned by 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.

SBA Communications has a net margin of 31.19% compared to American Tower's net margin of 12.60%. American Tower's return on equity of 24.85% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
American Tower12.60% 24.85% 4.01%
SBA Communications 31.19%-16.83%7.94%

Summary

American Tower beats SBA Communications on 11 of the 19 factors compared between the two stocks.

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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 CommunicationsREIT IndustryFinance SectorNASDAQ Exchange
Market Cap$20.31B$8.21B$12.40B$10.26B
Dividend Yield2.37%5.57%5.55%4.69%
P/E Ratio24.0377.6929.7826.60
Price / Sales7.584.9830.40178.23
Price / Cash19.4018.0222.5862.20
Price / Book-3.981.592.236.54
Net Income$749.54M$128.86M$1.02B$275.87M
7 Day Performance-1.56%-4.56%-1.73%-1.32%
1 Month Performance-2.31%-6.39%-1.39%5.24%
1 Year Performance-18.92%-12.12%537.09%31.56%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.9123 of 5 stars
$189.10
+0.9%
$249.07
+31.7%
-20.4%$20.31B$2.68B24.031,720
AMT
American Tower
4.8074 of 5 stars
$185.46
-2.5%
$242.07
+30.5%
-16.1%$89.07B$10.13B18.454,691Positive News
Analyst Forecast
AWK
American Water Works
4.6236 of 5 stars
$138.91
+0.8%
$141.13
+1.6%
+3.5%$26.87B$4.68B24.826,700Trending News
Analyst Forecast
Analyst Revision
CCI
Crown Castle
4.5884 of 5 stars
$94.07
-1.4%
$115.76
+23.1%
-13.3%$41.57B$6.57B16.573,900Positive News
Analyst Forecast
COLD
Americold Realty Trust
4.7176 of 5 stars
$13.44
+3.5%
$18.67
+38.9%
-50.0%$3.70B$2.67B9.1513,755Positive News
Analyst Forecast
Short Interest ↑
High Trading Volume
EXR
Extra Space Storage
3.9684 of 5 stars
$141.38
-1.0%
$148.64
+5.1%
-16.8%$30.31B$3.26B17.528,012Analyst Forecast
O
Realty Income
3.8396 of 5 stars
$59.90
-0.8%
$62.25
+3.9%
-5.1%$55.22B$5.27B14.35400Positive News
Analyst Forecast
WELL
Welltower
4.5449 of 5 stars
$174.12
-0.5%
$180.69
+3.8%
+34.4%$117.07B$7.99B37.08510Positive News
Analyst Forecast
TDS
Telephone and Data Systems
3.2689 of 5 stars
$39.01
-1.3%
$52.00
+33.3%
+72.6%$4.55B$4.96B0.007,900Positive News
Analyst Upgrade
BB
BlackBerry
2.3284 of 5 stars
$4.80
+6.7%
$5.10
+6.3%
+101.9%$2.66B$534.90M56.251,820Analyst Forecast
SHEN
Shenandoah Telecommunications
2.1889 of 5 stars
$13.40
-3.0%
$26.00
+94.0%
-1.5%$758.13M$328.06M0.001,089Analyst Forecast

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This page (NASDAQ:SBAC) was last updated on 10/10/2025 by MarketBeat.com Staff
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