SBA Communications (SBAC) Competitors

$199.00
+0.70 (+0.35%)
(As of 04/24/2024 ET)

SBAC vs. CCI, ARE, IRM, EQR, AVB, ESS, SUI, MAA, VICI, and HST

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include Crown Castle (CCI), Alexandria Real Estate Equities (ARE), Iron Mountain (IRM), Equity Residential (EQR), AvalonBay Communities (AVB), Essex Property Trust (ESS), Sun Communities (SUI), Mid-America Apartment Communities (MAA), VICI Properties (VICI), and Host Hotels & Resorts (HST). These companies are all part of the "real estate investment trusts" industry.

SBA Communications vs.

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

Crown Castle has a net margin of 20.32% compared to SBA Communications' net margin of 18.51%. Crown Castle's return on equity of 21.30% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications18.51% -9.70% 4.82%
Crown Castle 20.32%21.30%3.60%

SBA Communications currently has a consensus price target of $268.00, indicating a potential upside of 34.67%. Crown Castle has a consensus price target of $113.29, indicating a potential upside of 18.70%. Given SBA Communications' stronger consensus rating and higher probable upside, equities analysts clearly believe SBA Communications is more favorable than Crown Castle.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SBA Communications
0 Sell rating(s)
0 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
3.09
Crown Castle
0 Sell rating(s)
10 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.29

SBA Communications received 47 more outperform votes than Crown Castle when rated by MarketBeat users. However, 69.32% of users gave Crown Castle an outperform vote while only 67.20% of users gave SBA Communications an outperform vote.

CompanyUnderperformOutperform
SBA CommunicationsOutperform Votes
797
67.20%
Underperform Votes
389
32.80%
Crown CastleOutperform Votes
750
69.32%
Underperform Votes
332
30.68%

97.4% of SBA Communications shares are held by institutional investors. Comparatively, 90.8% of Crown Castle shares are held by institutional investors. 1.3% of SBA Communications shares are held by insiders. Comparatively, 0.4% of Crown Castle shares are held 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.

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
SBA Communications$2.71B7.93$501.81M$4.6143.17
Crown Castle$6.98B5.94$1.50B$3.2029.83

SBA Communications pays an annual dividend of $3.92 per share and has a dividend yield of 2.0%. Crown Castle pays an annual dividend of $6.26 per share and has a dividend yield of 6.6%. SBA Communications pays out 85.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Crown Castle pays out 195.6% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future.

In the previous week, Crown Castle had 31 more articles in the media than SBA Communications. MarketBeat recorded 39 mentions for Crown Castle and 8 mentions for SBA Communications. SBA Communications' average media sentiment score of 0.87 beat Crown Castle's score of 0.16 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
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Crown Castle
11 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
10 Negative mention(s)
0 Very Negative mention(s)
Neutral

SBA Communications has a beta of 0.56, indicating that its stock price is 44% less volatile than the S&P 500. Comparatively, Crown Castle has a beta of 0.73, indicating that its stock price is 27% less volatile than the S&P 500.

Summary

SBA Communications beats Crown Castle on 13 of the 21 factors compared between the two stocks.

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$21.44B$6.36B$8.33B$7.50B
Dividend Yield1.98%6.92%10.44%3.94%
P/E Ratio43.1727.1357.5114.95
Price / Sales7.936.143,562.6980.52
Price / Cash15.3816.3927.7235.14
Price / Book-4.162.192.394.28
Net Income$501.81M$151.15M$976.49M$213.92M
7 Day Performance1.56%3.10%2.06%1.62%
1 Month Performance-8.87%-2.68%-1.08%-3.59%
1 Year Performance-20.91%1.58%14.32%8.17%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CCI
Crown Castle
4.3922 of 5 stars
$93.93
-1.8%
$118.93
+26.6%
-23.3%$40.81B$6.98B27.154,700Analyst Report
ARE
Alexandria Real Estate Equities
4.2899 of 5 stars
$116.99
-1.8%
$137.13
+17.2%
-3.5%$20.47B$2.89B216.65568Analyst Report
News Coverage
IRM
Iron Mountain
3.5792 of 5 stars
$74.71
-0.2%
$73.80
-1.2%
+43.8%$21.84B$5.48B118.5927,000Upcoming Earnings
Positive News
EQR
Equity Residential
4.2997 of 5 stars
$59.69
-1.6%
$65.32
+9.4%
+5.6%$22.66B$2.87B27.132,400Earnings Report
Analyst Upgrade
Analyst Revision
AVB
AvalonBay Communities
4.3775 of 5 stars
$179.00
-1.0%
$196.78
+9.9%
+10.6%$25.45B$2.77B27.333,039Analyst Revision
ESS
Essex Property Trust
4.3467 of 5 stars
$232.63
-1.3%
$245.37
+5.5%
+17.0%$14.94B$1.67B36.871,750Upcoming Earnings
SUI
Sun Communities
4.7994 of 5 stars
$118.45
-1.6%
$141.17
+19.2%
-13.2%$14.76B$3.22B103.906,780Upcoming Earnings
Analyst Report
Positive News
MAA
Mid-America Apartment Communities
4.7723 of 5 stars
$123.75
-2.3%
$143.18
+15.7%
-14.4%$14.45B$2.15B26.272,427Upcoming Earnings
Positive News
VICI
VICI Properties
4.7565 of 5 stars
$27.15
-1.6%
$34.36
+26.6%
-14.3%$28.32B$3.61B10.9528Upcoming Earnings
Analyst Revision
HST
Host Hotels & Resorts
4.278 of 5 stars
$19.08
-2.5%
$21.20
+11.1%
+18.2%$13.42B$5.31B18.35163Upcoming Earnings
Options Volume

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This page (NASDAQ:SBAC) was last updated on 4/25/2024 by MarketBeat.com Staff

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