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SBA Communications (SBAC) Competitors

SBA Communications logo
$198.82 -0.56 (-0.28%)
Closing price 04:00 PM Eastern
Extended Trading
$198.78 -0.04 (-0.02%)
As of 04:56 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 superior stock? We will compare the two companies based on the strength of their earnings, media sentiment, valuation, profitability, risk, analyst recommendations, dividends and institutional ownership.

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 pays an annual dividend of $6.80 per share and has a dividend yield of 3.5%. 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 increased its dividend for 1 consecutive years and SBA Communications has increased its dividend for 6 consecutive years.

In the previous week, American Tower had 19 more articles in the media than SBA Communications. MarketBeat recorded 41 mentions for American Tower and 22 mentions for SBA Communications. American Tower's average media sentiment score of 1.53 beat SBA Communications' score of 0.90 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
39 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
SBA Communications
13 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Positive

American Tower currently has a consensus price target of $244.73, indicating a potential upside of 26.80%. SBA Communications has a consensus price target of $251.63, indicating a potential upside of 26.56%. Given American Tower's stronger consensus rating and higher probable upside, analysts clearly believe American Tower is more favorable than SBA Communications.

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 a beta of 0.86, meaning that its share price is 14% less volatile than the S&P 500. Comparatively, SBA Communications has a beta of 0.8, meaning that its share price is 20% less volatile than the S&P 500.

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$10.13B8.92$2.26B$2.7570.19
SBA Communications$2.72B7.84$749.54M$7.8725.26

92.7% of American Tower shares are owned by institutional investors. Comparatively, 97.3% of SBA Communications shares are owned by institutional investors. 0.2% of American Tower shares are owned by company insiders. Comparatively, 0.9% of SBA Communications shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

American Tower beats SBA Communications on 12 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$21.35B$8.44B$12.65B$10.36B
Dividend Yield2.24%5.33%5.42%4.62%
P/E Ratio25.2683.76244.0626.99
Price / Sales7.845.3230.8688.69
Price / Cash20.5919.2422.2360.63
Price / Book-4.181.712.356.37
Net Income$749.54M$130.30M$1.01B$271.46M
7 Day Performance-0.31%-0.05%0.42%2.34%
1 Month Performance-7.59%8.04%3.90%7.77%
1 Year Performance-17.13%-8.98%542.57%31.08%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.8624 of 5 stars
$198.82
-0.3%
$251.63
+26.6%
-18.6%$21.35B$2.72B25.261,720Analyst Forecast
AMT
American Tower
4.8064 of 5 stars
$192.05
-1.6%
$244.73
+27.4%
-17.7%$89.93B$10.13B69.844,691Positive News
AWK
American Water Works
4.6437 of 5 stars
$137.58
-1.2%
$143.30
+4.2%
-9.3%$26.84B$4.68B24.796,700Positive News
CCI
Crown Castle
4.7862 of 5 stars
$93.58
-1.9%
$116.47
+24.5%
-20.8%$40.75B$6.47B-8.773,900Positive News
Ex-Dividend
Analyst Forecast
Short Interest ↑
COLD
Americold Realty Trust
4.8178 of 5 stars
$13.63
-1.2%
$20.00
+46.7%
-53.1%$3.93B$2.62B-71.7313,755Positive News
EXR
Extra Space Storage
4.494 of 5 stars
$143.78
-2.3%
$151.64
+5.5%
-20.0%$30.52B$3.31B31.198,012Positive News
Ex-Dividend
Analyst Forecast
O
Realty Income
4.0839 of 5 stars
$60.21
-0.3%
$62.36
+3.6%
-4.4%$55.05B$5.43B58.46400Positive News
WELL
Welltower
4.634 of 5 stars
$168.83
-0.2%
$175.80
+4.1%
+30.2%$112.92B$7.99B95.38510Positive News
Analyst Forecast
Options Volume
TDS
Telephone and Data Systems
3.7279 of 5 stars
$38.72
-1.3%
$52.00
+34.3%
+62.3%$4.45B$4.81B-39.927,900Positive News
Ex-Dividend
Analyst Revision
BB
BlackBerry
2.1859 of 5 stars
$3.98
+1.9%
$4.60
+15.7%
+66.5%$2.35B$534.90M-66.251,820News Coverage
Negative News
Upcoming Earnings
SHEN
Shenandoah Telecommunications
2.6653 of 5 stars
$13.82
+1.9%
$26.00
+88.1%
-11.3%$758.12M$349.48M-24.681,089Positive News

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This page (NASDAQ:SBAC) was last updated on 9/18/2025 by MarketBeat.com Staff
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