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SBA Communications (SBAC) Competitors

SBA Communications logo
$207.66 -5.95 (-2.79%)
Closing price 05/13/2026 04:00 PM Eastern
Extended Trading
$210.00 +2.34 (+1.13%)
As of 04:05 AM 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). These companies are all part of the "reit - eqty trust - other" industry.

How does SBA Communications compare to American Tower?

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

American Tower has a beta of 0.9, suggesting that its stock price is 10% less volatile than the broader market. Comparatively, SBA Communications has a beta of 1.03, suggesting that its stock price is 3% more volatile than the broader market.

In the previous week, American Tower had 20 more articles in the media than SBA Communications. MarketBeat recorded 25 mentions for American Tower and 5 mentions for SBA Communications. American Tower's average media sentiment score of 1.34 beat SBA Communications' score of 1.29 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
21 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

American Tower currently has a consensus target price of $218.05, suggesting a potential upside of 25.29%. SBA Communications has a consensus target price of $237.74, suggesting a potential upside of 14.48%. Given American Tower's stronger consensus rating and higher probable upside, equities research 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)
6 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.76
SBA Communications
0 Sell rating(s)
10 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.53

American Tower pays an annual dividend of $7.16 per share and has a dividend yield of 4.1%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.4%. American Tower pays out 115.7% 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. American Tower has increased its dividend for 1 consecutive years and SBA Communications has increased its dividend for 6 consecutive years.

SBA Communications has a net margin of 35.66% compared to American Tower's net margin of 26.81%. American Tower's return on equity of 27.79% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
American Tower26.81% 27.79% 4.57%
SBA Communications 35.66%-20.90%8.98%

92.7% of American Tower shares are owned by institutional investors. Comparatively, 97.4% of SBA Communications shares are owned by institutional investors. 0.1% of American Tower 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, endowments and large money managers believe a stock is poised for long-term growth.

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$10.64B7.62$2.53B$6.1928.12
SBA Communications$2.82B7.80$1.05B$9.5021.86

Summary

American Tower beats SBA Communications 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 finance companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, earnings, analyst recommendations, media sentiment, institutional ownership, dividends, valuation and risk.

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$4.26B9.18$444M$2.4237.04
SBA Communications$2.82B7.80$1.05B$9.5021.86

Crown Castle has a beta of 0.93, meaning that its stock price is 7% less volatile than the broader market. Comparatively, SBA Communications has a beta of 1.03, meaning that its stock price is 3% more volatile than the broader market.

Crown Castle pays an annual dividend of $4.25 per share and has a dividend yield of 4.7%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.4%. Crown Castle pays out 175.6% 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 increased its dividend for 6 consecutive years.

90.8% of Crown Castle shares are held by institutional investors. Comparatively, 97.4% of SBA Communications shares are held by institutional investors. 0.1% of Crown Castle shares are held by insiders. Comparatively, 9.5% of SBA Communications shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

In the previous week, Crown Castle had 5 more articles in the media than SBA Communications. MarketBeat recorded 10 mentions for Crown Castle and 5 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.29 beat Crown Castle's score of 1.16 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
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
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Crown Castle presently has a consensus target price of $99.39, suggesting a potential upside of 10.87%. SBA Communications has a consensus target price of $237.74, suggesting a potential upside of 14.48%. Given SBA Communications' higher probable upside, analysts plainly 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)
11 Hold rating(s)
8 Buy rating(s)
2 Strong Buy rating(s)
2.57
SBA Communications
0 Sell rating(s)
10 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.53

SBA Communications has a net margin of 35.66% compared to Crown Castle's net margin of 25.13%. 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 Castle25.13% -64.64% 3.30%
SBA Communications 35.66%-20.90%8.98%

Summary

SBA Communications beats Crown Castle on 12 of the 19 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 finance companies, but which is the superior business? We will contrast the two companies based on the strength of their profitability, earnings, analyst recommendations, media sentiment, institutional ownership, dividends, valuation and risk.

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%

Americold Realty Trust has a beta of 0.89, meaning that its stock price is 11% less volatile than the broader market. Comparatively, SBA Communications has a beta of 1.03, meaning that its stock price is 3% more volatile than the broader market.

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$2.60B1.64-$114.55M-$0.39N/A
SBA Communications$2.82B7.80$1.05B$9.5021.86

In the previous week, Americold Realty Trust had 9 more articles in the media than SBA Communications. MarketBeat recorded 14 mentions for Americold Realty Trust and 5 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.29 beat Americold Realty Trust's score of 1.06 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
9 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

98.1% of Americold Realty Trust shares are held by institutional investors. Comparatively, 97.4% of SBA Communications shares are held by institutional investors. 0.4% of Americold Realty Trust shares are held by insiders. Comparatively, 9.5% of SBA Communications shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Americold Realty Trust pays an annual dividend of $0.92 per share and has a dividend yield of 6.2%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.4%. 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 increased its dividend for 1 consecutive years and SBA Communications has increased its dividend for 6 consecutive years. Americold Realty Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

Americold Realty Trust presently has a consensus target price of $14.43, suggesting a potential downside of 3.22%. SBA Communications has a consensus target price of $237.74, suggesting a potential upside of 14.48%. Given SBA Communications' stronger consensus rating and higher probable upside, analysts plainly 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)
10 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
1.94
SBA Communications
0 Sell rating(s)
10 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.53

Summary

SBA Communications beats Americold Realty Trust on 15 of the 20 factors compared between the two stocks.

How does SBA Communications compare to Extra Space Storage?

Extra Space Storage (NYSE:EXR) 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 valuation, earnings, analyst recommendations, media sentiment, institutional ownership, dividends, risk and profitability.

Extra Space Storage has a beta of 1.22, meaning that its share price is 22% more volatile than the broader market. Comparatively, SBA Communications has a beta of 1.03, meaning that its share price is 3% more volatile than the broader market.

Extra Space Storage presently has a consensus target price of $150.29, suggesting a potential upside of 5.49%. SBA Communications has a consensus target price of $237.74, suggesting a potential upside of 14.48%. Given SBA Communications' stronger consensus rating and higher possible upside, analysts plainly believe SBA Communications is more favorable than Extra Space Storage.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Extra Space Storage
1 Sell rating(s)
9 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.27
SBA Communications
0 Sell rating(s)
10 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.53

SBA Communications has a net margin of 35.66% compared to Extra Space Storage's net margin of 27.66%. Extra Space Storage's return on equity of 6.65% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
Extra Space Storage27.66% 6.65% 3.28%
SBA Communications 35.66%-20.90%8.98%

SBA Communications has lower revenue, but higher earnings 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
Extra Space Storage$3.38B8.91$974M$4.4631.94
SBA Communications$2.82B7.80$1.05B$9.5021.86

Extra Space Storage pays an annual dividend of $6.48 per share and has a dividend yield of 4.5%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.4%. Extra Space Storage pays out 145.3% 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 52.6% of its earnings in the form of a dividend. Extra Space Storage has increased its dividend for 1 consecutive years and SBA Communications has increased its dividend for 6 consecutive years.

In the previous week, SBA Communications had 1 more articles in the media than Extra Space Storage. MarketBeat recorded 5 mentions for SBA Communications and 4 mentions for Extra Space Storage. SBA Communications' average media sentiment score of 1.29 beat Extra Space Storage's score of 0.76 indicating that SBA Communications is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Extra Space Storage
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

99.1% of Extra Space Storage shares are held by institutional investors. Comparatively, 97.4% of SBA Communications shares are held by institutional investors. 1.0% of Extra Space Storage shares are held by company insiders. Comparatively, 9.5% 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 will outperform the market over the long term.

Summary

SBA Communications beats Extra Space Storage on 13 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 finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their analyst recommendations, earnings, media sentiment, institutional ownership, risk, valuation, dividends and profitability.

SBA Communications has a net margin of 35.66% compared to Welltower's net margin of 11.96%. Welltower's return on equity of 3.45% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications35.66% -20.90% 8.98%
Welltower 11.96%3.45%2.25%

SBA Communications presently has a consensus target price of $237.74, suggesting a potential upside of 14.48%. Welltower has a consensus target price of $229.67, suggesting a potential upside of 4.35%. 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)
10 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.53
Welltower
0 Sell rating(s)
2 Hold rating(s)
12 Buy rating(s)
1 Strong Buy rating(s)
2.93

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 endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

SBA Communications has a beta of 1.03, meaning that its share price is 3% more volatile than the broader market. Comparatively, Welltower has a beta of 0.83, meaning that its share price is 17% less volatile than the broader market.

In the previous week, Welltower had 6 more articles in the media than SBA Communications. MarketBeat recorded 11 mentions for Welltower and 5 mentions for SBA Communications. Welltower's average media sentiment score of 1.55 beat SBA Communications' score of 1.29 indicating that Welltower is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SBA Communications
2 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Welltower
10 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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$2.82B7.80$1.05B$9.5021.86
Welltower$10.84B14.34$936.84M$2.02108.96

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.4%. Welltower pays an annual dividend of $2.96 per share and has a dividend yield of 1.3%. SBA Communications pays out 52.6% of its earnings in the form of a dividend. Welltower pays out 146.5% 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 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.

Summary

SBA Communications beats Welltower 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$22.60B$9.85B$13.49B$12.20B
Dividend Yield2.34%5.13%5.81%5.30%
P/E Ratio21.8646.8023.1325.58
Price / Sales7.805.22174.5278.84
Price / Cash16.5014.6520.5055.34
Price / Book-4.622.062.146.66
Net Income$1.05B$222.69M$1.11B$333.63M
7 Day Performance-5.01%-1.29%-1.14%-0.11%
1 Month Performance-4.88%3.61%0.14%3.94%
1 Year Performance-6.77%11.62%10.81%36.07%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.5683 of 5 stars
$207.66
-2.8%
$237.74
+14.5%
-8.0%$22.60B$2.82B21.861,844
AMT
American Tower
4.9281 of 5 stars
$177.44
+0.5%
$218.05
+22.9%
-14.9%$82.24B$10.64B28.672,388
CCI
Crown Castle
4.5844 of 5 stars
$90.66
+0.1%
$99.39
+9.6%
-8.9%$39.53B$4.26B37.464,000
COLD
Americold Realty Trust
2.3984 of 5 stars
$14.57
-1.9%
$14.43
-0.9%
-15.7%$4.23B$2.60BN/A12,690
EXR
Extra Space Storage
3.3632 of 5 stars
$144.60
+0.9%
$143.93
-0.5%
-3.1%$30.27B$3.38B32.428,393

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This page (NASDAQ:SBAC) was last updated on 5/14/2026 by MarketBeat.com Staff.
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