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SBA Communications (SBAC) Competitors

SBA Communications logo
$228.07 +3.32 (+1.48%)
As of 06/12/2025 04:00 PM Eastern

SBAC vs. CCI, USM, TDS, BB, SHEN, SPOK, EQIX, DLR, PSA, and SPG

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include Crown Castle (CCI), United States Cellular (USM), Telephone and Data Systems (TDS), BlackBerry (BB), Shenandoah Telecommunications (SHEN), Spok (SPOK), Equinix (EQIX), Digital Realty Trust (DLR), Public Storage (PSA), and Simon Property Group (SPG).

SBA Communications vs. Its Competitors

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

SBA Communications received 70 more outperform votes than Crown Castle when rated by MarketBeat users. However, 67.63% of users gave Crown Castle an outperform vote while only 67.07% of users gave SBA Communications an outperform vote.

CompanyUnderperformOutperform
Crown CastleOutperform Votes
769
67.63%
Underperform Votes
368
32.37%
SBA CommunicationsOutperform Votes
839
67.07%
Underperform Votes
412
32.93%

Crown Castle currently has a consensus price target of $112.71, indicating a potential upside of 12.74%. SBA Communications has a consensus price target of $253.43, indicating a potential upside of 11.12%. Given Crown Castle's higher possible upside, equities analysts plainly believe Crown Castle is more favorable than SBA Communications.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Crown Castle
0 Sell rating(s)
10 Hold rating(s)
7 Buy rating(s)
3 Strong Buy rating(s)
2.65
SBA Communications
0 Sell rating(s)
6 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.73

Crown Castle pays an annual dividend of $4.25 per share and has a dividend yield of 4.3%. SBA Communications pays an annual dividend of $4.44 per share and has a dividend yield of 1.9%. Crown Castle pays out -39.5% of its earnings in the form of a dividend. SBA Communications pays out 60.9% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. SBA Communications has raised its dividend for 6 consecutive years. Crown Castle is clearly the better dividend stock, given its higher yield and lower payout ratio.

SBA Communications has a net margin of 25.76% compared to Crown Castle's net margin of 18.59%. Crown Castle's return on equity of 20.98% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
Crown Castle18.59% 20.98% 3.20%
SBA Communications 25.76%-13.13%6.83%

Crown Castle has a beta of 0.88, suggesting that its stock price is 12% less volatile than the S&P 500. Comparatively, SBA Communications has a beta of 0.78, suggesting that its stock price is 22% less volatile than the S&P 500.

In the previous week, Crown Castle had 10 more articles in the media than SBA Communications. MarketBeat recorded 18 mentions for Crown Castle and 8 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.49 beat Crown Castle's score of 1.32 indicating that SBA Communications is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Crown Castle
15 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
6 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

90.8% of Crown Castle shares are held by institutional investors. Comparatively, 97.3% of SBA Communications shares are held by institutional investors. 0.1% of Crown Castle 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 hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Crown Castle$6.52B6.68$1.50B-$10.76-9.29
SBA Communications$2.69B9.12$501.81M$7.2931.29

Summary

SBA Communications beats Crown Castle on 11 of the 21 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 CommunicationsReal estate investment trusts IndustryFinance SectorNASDAQ Exchange
Market Cap$24.51B$7.08B$11.72B$8.62B
Dividend Yield1.93%6.77%5.66%4.17%
P/E Ratio35.9764.4223.0519.96
Price / Sales9.128.6326.80157.63
Price / Cash16.2917.3217.6034.64
Price / Book-4.771.702.894.69
Net Income$501.81M$177.71M$1.04B$248.14M
7 Day Performance1.06%1.10%0.67%0.91%
1 Month Performance1.00%2.09%1.15%5.71%
1 Year Performance15.77%5.81%540.94%14.71%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.8862 of 5 stars
$228.07
+1.5%
$253.43
+11.1%
+16.2%$24.51B$2.69B35.971,830Positive News
CCI
Crown Castle
4.6048 of 5 stars
$99.91
-0.4%
$112.71
+12.8%
+0.3%$43.50B$6.52B35.435,000Positive News
USM
United States Cellular
2.3021 of 5 stars
$62.81
+1.4%
$82.67
+31.6%
+17.8%$5.34B$3.71B-174.474,900Positive News
High Trading Volume
TDS
Telephone and Data Systems
2.6139 of 5 stars
$34.51
+0.4%
$50.00
+44.9%
+67.4%$3.93B$4.86B-6.399,300
BB
BlackBerry
0.8138 of 5 stars
$4.05
+2.1%
$4.12
+1.8%
+51.4%$2.42B$534.90M-18.392,647
SHEN
Shenandoah Telecommunications
3.953 of 5 stars
$12.50
-0.6%
$26.00
+108.0%
-16.6%$685.71M$346.71M3.30840Positive News
Insider Trade
SPOK
Spok
2.0607 of 5 stars
$16.15
-0.3%
$20.00
+23.8%
+12.6%$332.24M$139.04M22.12380Positive News
EQIX
Equinix
4.8817 of 5 stars
$890.49
+0.2%
$1,004.80
+12.8%
+17.7%$87.11B$8.85B104.1512,100
DLR
Digital Realty Trust
4.4199 of 5 stars
$172.73
+0.7%
$185.10
+7.2%
+17.9%$58.17B$5.63B106.623,410Positive News
Options Volume
PSA
Public Storage
4.6664 of 5 stars
$309.53
+0.4%
$339.25
+9.6%
+7.5%$54.30B$4.72B32.145,900Positive News
SPG
Simon Property Group
4.8324 of 5 stars
$162.87
-0.1%
$179.20
+10.0%
+3.6%$53.16B$5.99B22.433,300Analyst Forecast

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This page (NASDAQ:SBAC) was last updated on 6/13/2025 by MarketBeat.com Staff
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