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SBA Communications (SBAC) Competitors

SBA Communications logo
$206.04 -2.09 (-1.00%)
Closing price 04:00 PM Eastern
Extended Trading
$205.20 -0.83 (-0.41%)
As of 05:19 PM Eastern
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SBAC vs. AMT, AWK, CCI, COLD, ELS, EXR, O, WELL, USM, and TDS

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), Equity Lifestyle Properties (ELS), Extra Space Storage (EXR), Realty Income (O), Welltower (WELL), United States Cellular (USM), and Telephone and Data Systems (TDS).

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 compare the two companies based on the strength of their profitability, media sentiment, dividends, valuation, risk, institutional ownership, analyst recommendations and earnings.

American Tower pays an annual dividend of $6.80 per share and has a dividend yield of 3.4%. SBA Communications pays an annual dividend of $4.44 per share and has a dividend yield of 2.2%. 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 raised its dividend for 1 consecutive years and SBA Communications has raised its dividend for 6 consecutive years.

92.7% of American Tower shares are held by institutional investors. Comparatively, 97.4% of SBA Communications shares are held by institutional investors. 0.2% of American Tower shares are held by company insiders. Comparatively, 0.9% of SBA Communications shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds 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%

American Tower currently has a consensus target price of $244.73, suggesting a potential upside of 20.78%. SBA Communications has a consensus target price of $256.38, suggesting a potential upside of 24.43%. Given SBA Communications' higher probable 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)
3 Hold rating(s)
12 Buy rating(s)
2 Strong Buy rating(s)
2.94
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$10.13B9.37$2.26B$2.7573.69
SBA Communications$2.68B8.26$749.54M$7.8726.18

American Tower has a beta of 0.82, indicating that its share price is 18% less volatile than the S&P 500. Comparatively, SBA Communications has a beta of 0.77, indicating that its share price is 23% less volatile than the S&P 500.

In the previous week, American Tower had 6 more articles in the media than SBA Communications. MarketBeat recorded 37 mentions for American Tower and 31 mentions for SBA Communications. American Tower's average media sentiment score of 1.44 beat SBA Communications' score of 1.21 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
30 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
SBA Communications
23 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$22.12B$8.46B$12.50B$9.84B
Dividend Yield2.03%5.45%5.44%4.02%
P/E Ratio26.1880.8519.4626.60
Price / Sales8.265.2527.16121.37
Price / Cash22.6318.3022.1859.36
Price / Book-4.481.752.366.67
Net Income$749.54M$130.30M$1.01B$265.59M
7 Day Performance-6.72%3.61%2.27%3.42%
1 Month Performance-9.13%4.11%2.28%1.09%
1 Year Performance-9.50%-7.49%540.60%23.85%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.9228 of 5 stars
$206.04
-1.0%
$256.38
+24.4%
-8.9%$22.12B$2.68B26.181,720Positive News
Analyst Downgrade
High Trading Volume
AMT
American Tower
4.6172 of 5 stars
$211.23
-0.3%
$244.73
+15.9%
-9.9%$98.91B$10.13B76.814,691Positive News
AWK
American Water Works
4.8002 of 5 stars
$144.44
-1.2%
$143.30
-0.8%
+3.3%$28.18B$4.68B26.036,700Positive News
CCI
Crown Castle
4.7958 of 5 stars
$103.07
-0.7%
$116.41
+12.9%
-11.7%$44.88B$6.57B-9.663,900Positive News
COLD
Americold Realty Trust
4.9176 of 5 stars
$15.47
+3.4%
$21.83
+41.1%
-49.6%$4.41B$2.62B-81.4213,755Positive News
Analyst Forecast
ELS
Equity Lifestyle Properties
4.6732 of 5 stars
$59.81
-1.1%
$71.50
+19.6%
-14.6%$11.59B$1.43B30.993,800Positive News
EXR
Extra Space Storage
4.3863 of 5 stars
$140.23
-1.8%
$153.60
+9.5%
-20.5%$29.76B$3.26B30.428,012Dividend Announcement
Analyst Upgrade
Analyst Revision
O
Realty Income
2.7499 of 5 stars
$58.23
-1.2%
$61.82
+6.2%
-5.8%$53.24B$5.43B56.53400Positive News
Analyst Forecast
WELL
Welltower
3.9394 of 5 stars
$164.87
+0.3%
$173.10
+5.0%
+39.7%$110.27B$7.99B93.15510Positive News
Analyst Forecast
USM
United States Cellular
1.1296 of 5 stars
$77.88
+4.9%
$85.33
+9.6%
+39.7%$6.62B$3.71B-259.594,100Positive News
High Trading Volume
TDS
Telephone and Data Systems
2.7919 of 5 stars
$38.60
-0.8%
$52.00
+34.7%
+74.3%$4.44B$4.96B-39.797,900Positive News

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This page (NASDAQ:SBAC) was last updated on 8/28/2025 by MarketBeat.com Staff
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