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SBA Communications (SBAC) Competitors

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$180.99 +0.01 (+0.01%)
Closing price 07/31/2026 04:00 PM Eastern
Extended Trading
$181.04 +0.05 (+0.03%)
As of 07/31/2026 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

SBAC vs. AMT, CCI, COLD, EXR, and WELL

Should you buy SBA Communications stock or one of its competitors? MarketBeat compares SBA Communications with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with SBA Communications include American Tower (AMT), Crown Castle (CCI), Americold Realty Trust (COLD), Extra Space Storage (EXR), and Welltower (WELL).

How does SBA Communications compare to American Tower?

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

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.8%. American Tower pays an annual dividend of $7.16 per share and has a dividend yield of 4.1%. SBA Communications pays out 52.6% of its earnings in the form of a dividend. American Tower pays out 98.5% 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 has raised its dividend for 6 consecutive years and American Tower has raised its dividend for 1 consecutive years.

In the previous week, American Tower had 41 more articles in the media than SBA Communications. MarketBeat recorded 53 mentions for American Tower and 12 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.16 beat American Tower's score of 0.84 indicating that SBA Communications is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SBA Communications
9 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
American Tower
31 Very Positive mention(s)
3 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

SBA Communications currently has a consensus target price of $235.28, indicating a potential upside of 29.99%. American Tower has a consensus target price of $215.19, indicating a potential upside of 23.80%. 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
SBA Communications
0 Sell rating(s)
8 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.61
American Tower
0 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.90

97.4% of SBA Communications shares are held by institutional investors. Comparatively, 92.7% of American Tower shares are held by institutional investors. 9.5% of SBA Communications shares are held by company insiders. Comparatively, 0.1% of American Tower shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

SBA Communications has a beta of 0.99, indicating that its share price is 1% less volatile than the broader market. Comparatively, American Tower has a beta of 0.9, indicating that its share price is 10% less volatile than the broader market.

SBA Communications has a net margin of 35.66% compared to American Tower's net margin of 31.08%. American Tower's return on equity of 32.76% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications35.66% -20.90% 8.98%
American Tower 31.08%32.76%5.36%

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
SBA Communications$2.82B6.82$1.05B$9.5019.05
American Tower$10.64B7.61$2.53B$7.2723.91

Summary

SBA Communications beats American Tower on 10 of the 19 factors compared between the two stocks.

How does SBA Communications compare to Crown Castle?

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

SBA Communications has a net margin of 35.66% compared to Crown Castle's net margin of 20.71%. SBA Communications' return on equity of -20.90% beat Crown Castle's return on equity.

Company Net Margins Return on Equity Return on Assets
Crown Castle20.71% -51.60% 3.70%
SBA Communications 35.66%-20.90%8.98%

Crown Castle pays an annual dividend of $4.25 per share and has a dividend yield of 5.6%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.8%. Crown Castle pays out 215.7% 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 52.6% of its earnings in the form of a dividend. SBA Communications has raised its dividend for 6 consecutive years.

In the previous week, Crown Castle had 12 more articles in the media than SBA Communications. MarketBeat recorded 24 mentions for Crown Castle and 12 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.16 beat Crown Castle's score of 0.98 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
16 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
3 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
9 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

90.8% of Crown Castle shares are owned by institutional investors. Comparatively, 97.4% of SBA Communications shares are owned by institutional investors. 0.1% of Crown Castle shares are owned by insiders. Comparatively, 9.5% of SBA Communications shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Crown Castle$4.26B7.82$444M$1.9738.80
SBA Communications$2.82B6.82$1.05B$9.5019.05

Crown Castle has a beta of 0.95, meaning that its stock price is 5% less volatile than the broader market. Comparatively, SBA Communications has a beta of 0.99, meaning that its stock price is 1% less volatile than the broader market.

Crown Castle currently has a consensus price target of $95.13, indicating a potential upside of 24.46%. SBA Communications has a consensus price target of $235.28, indicating a potential upside of 29.99%. Given SBA Communications' stronger consensus rating and higher probable upside, analysts clearly believe SBA Communications is more favorable than Crown Castle.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Crown Castle
0 Sell rating(s)
12 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.52
SBA Communications
0 Sell rating(s)
8 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.61

Summary

SBA Communications beats Crown Castle on 14 of the 20 factors compared between the two stocks.

How does SBA Communications compare to Americold Realty Trust?

Americold Realty Trust (NYSE:COLD) and SBA Communications (NASDAQ:SBAC) are both real estate companies, but which is the better business? We will contrast the two companies based on the strength of their institutional ownership, risk, analyst recommendations, profitability, media sentiment, dividends, earnings and valuation.

SBA Communications has a net margin of 35.66% compared to Americold Realty Trust's net margin of -4.29%. Americold Realty Trust's return on equity of -3.73% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
Americold Realty Trust-4.29% -3.73% -1.38%
SBA Communications 35.66%-20.90%8.98%

In the previous week, SBA Communications had 2 more articles in the media than Americold Realty Trust. MarketBeat recorded 12 mentions for SBA Communications and 10 mentions for Americold Realty Trust. SBA Communications' average media sentiment score of 1.16 beat Americold Realty Trust's score of 1.03 indicating that SBA Communications is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Americold Realty Trust
7 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
9 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

98.1% of Americold Realty Trust shares are owned by institutional investors. Comparatively, 97.4% of SBA Communications shares are owned by institutional investors. 0.4% of Americold Realty Trust shares are owned by company insiders. Comparatively, 9.5% of SBA Communications shares are owned 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.

Americold Realty Trust currently has a consensus price target of $15.25, indicating a potential upside of 8.10%. SBA Communications has a consensus price target of $235.28, indicating a potential upside of 29.99%. Given SBA Communications' stronger consensus rating and higher possible upside, analysts clearly believe SBA Communications is more favorable than Americold Realty Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Americold Realty Trust
4 Sell rating(s)
8 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.00
SBA Communications
0 Sell rating(s)
8 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.61

Americold Realty Trust has a beta of 0.97, suggesting that its stock price is 3% less volatile than the broader market. Comparatively, SBA Communications has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market.

Americold Realty Trust pays an annual dividend of $0.92 per share and has a dividend yield of 6.5%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.8%. Americold Realty Trust pays out -235.9% of its earnings in the form of a dividend. SBA Communications pays out 52.6% 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. Americold Realty Trust has raised its dividend for 1 consecutive years and SBA Communications has raised its dividend for 6 consecutive years. Americold Realty Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

SBA Communications has higher revenue and earnings than Americold Realty Trust. Americold Realty Trust 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
Americold Realty Trust$2.60B1.55-$114.55M-$0.39N/A
SBA Communications$2.82B6.82$1.05B$9.5019.05

Summary

SBA Communications beats Americold Realty Trust on 16 of the 20 factors compared between the two stocks.

How does SBA Communications compare to Extra Space Storage?

SBA Communications (NASDAQ:SBAC) and Extra Space Storage (NYSE:EXR) are both large-cap real estate companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, institutional ownership, media sentiment, valuation, risk, earnings, analyst recommendations and profitability.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SBA Communications$2.82B6.82$1.05B$9.5019.05
Extra Space Storage$3.38B9.29$974M$4.5332.78

SBA Communications has a net margin of 35.66% compared to Extra Space Storage's net margin of 27.80%. Extra Space Storage's return on equity of 6.70% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications35.66% -20.90% 8.98%
Extra Space Storage 27.80%6.70%3.27%

SBA Communications currently has a consensus target price of $235.28, suggesting a potential upside of 29.99%. Extra Space Storage has a consensus target price of $147.73, suggesting a potential downside of 0.51%. Given SBA Communications' stronger consensus rating and higher possible upside, equities research analysts clearly believe SBA Communications is more favorable than Extra Space Storage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SBA Communications
0 Sell rating(s)
8 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.61
Extra Space Storage
0 Sell rating(s)
10 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.38

97.4% of SBA Communications shares are owned by institutional investors. Comparatively, 99.1% of Extra Space Storage shares are owned by institutional investors. 9.5% of SBA Communications shares are owned by company insiders. Comparatively, 1.0% of Extra Space Storage shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

In the previous week, Extra Space Storage had 16 more articles in the media than SBA Communications. MarketBeat recorded 28 mentions for Extra Space Storage and 12 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.16 beat Extra Space Storage's score of 0.88 indicating that SBA Communications is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SBA Communications
9 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Extra Space Storage
14 Very Positive mention(s)
3 Positive mention(s)
8 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.8%. Extra Space Storage pays an annual dividend of $6.48 per share and has a dividend yield of 4.4%. SBA Communications pays out 52.6% of its earnings in the form of a dividend. Extra Space Storage pays out 143.0% 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 has increased its dividend for 6 consecutive years and Extra Space Storage has increased its dividend for 1 consecutive years.

SBA Communications has a beta of 0.99, indicating that its share price is 1% less volatile than the broader market. Comparatively, Extra Space Storage has a beta of 1.18, indicating that its share price is 18% more volatile than the broader market.

Summary

SBA Communications beats Extra Space Storage on 12 of the 20 factors compared between the two stocks.

How does SBA Communications compare to Welltower?

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

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.8%. Welltower pays an annual dividend of $3.40 per share and has a dividend yield of 1.4%. SBA Communications pays out 52.6% of its earnings in the form of a dividend. Welltower pays out 156.0% 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 has raised its dividend for 6 consecutive years and Welltower has raised its dividend for 2 consecutive years. SBA Communications is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

SBA Communications has a net margin of 35.66% compared to Welltower's net margin of 12.15%. Welltower's return on equity of 3.56% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications35.66% -20.90% 8.98%
Welltower 12.15%3.56%2.35%

97.4% of SBA Communications shares are held by institutional investors. Comparatively, 94.8% of Welltower shares are held by institutional investors. 9.5% of SBA Communications shares are held by company insiders. Comparatively, 0.4% of Welltower shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

SBA Communications has a beta of 0.99, indicating that its share price is 1% less volatile than the broader market. Comparatively, Welltower has a beta of 0.77, indicating that its share price is 23% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SBA Communications$2.82B6.82$1.05B$9.5019.05
Welltower$12.59B13.51$936.84M$2.18108.25

In the previous week, Welltower had 28 more articles in the media than SBA Communications. MarketBeat recorded 40 mentions for Welltower and 12 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.16 beat Welltower's score of 0.79 indicating that SBA Communications is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SBA Communications
9 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Welltower
20 Very Positive mention(s)
3 Positive mention(s)
14 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SBA Communications presently has a consensus price target of $235.28, suggesting a potential upside of 29.99%. Welltower has a consensus price target of $242.94, suggesting a potential upside of 2.95%. Given SBA Communications' higher probable upside, research analysts clearly believe SBA Communications is more favorable than Welltower.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SBA Communications
0 Sell rating(s)
8 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.61
Welltower
0 Sell rating(s)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82

Summary

SBA Communications beats Welltower on 13 of the 20 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 CommunicationsSpecialized REITs IndustryReal Estate SectorNASDAQ Exchange
Market Cap$19.20B$18.91B$5.66B$12.42B
Dividend Yield2.76%5.10%6.15%10.03%
P/E Ratio19.0534.4436.0424.66
Price / Sales6.826.80136.4992.54
Price / Cash13.9879.6634.1846.71
Price / Book-3.943.311.916.07
Net Income$1.05B$557.35M-$63.82M$347.99M
7 Day Performance4.85%-1.26%-0.77%-0.42%
1 Month Performance-1.93%-0.32%-1.24%-4.80%
1 Year Performance-20.82%3.91%14.77%18.61%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.7181 of 5 stars
$180.99
+0.0%
$235.28
+30.0%
-20.8%$19.20B$2.82B19.051,844
AMT
American Tower
4.8257 of 5 stars
$166.69
+0.0%
$215.57
+29.3%
-18.1%$77.65B$10.82B26.932,388
CCI
Crown Castle
4.8714 of 5 stars
$74.16
-1.0%
$95.92
+29.3%
-28.5%$32.69B$4.26B37.644,000
COLD
Americold Realty Trust
2.8928 of 5 stars
$14.62
+2.1%
$15.25
+4.3%
-10.3%$4.09B$2.60BN/A12,690
EXR
Extra Space Storage
2.8699 of 5 stars
$148.43
+0.5%
$146.53
-1.3%
+6.6%$31.21B$3.38B33.288,393

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This page (NASDAQ:SBAC) was last updated on 8/3/2026 by MarketBeat.com Staff.
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