SBA Communications (SBAC) Competitors

SBA Communications logo
$189.59 +2.00 (+1.07%)
As of 04:00 PM Eastern

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?

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

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

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$2.82B7.14$1.05B$9.5019.96
American Tower$10.64B7.85$2.53B$6.1928.97

SBA Communications currently has a consensus price target of $237.22, suggesting a potential upside of 25.12%. American Tower has a consensus price target of $216.20, suggesting a potential upside of 20.58%. Given SBA Communications' higher probable upside, equities research analysts clearly 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)
9 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.56
American Tower
0 Sell rating(s)
5 Hold rating(s)
14 Buy rating(s)
1 Strong Buy rating(s)
2.80

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
SBA Communications35.66% -20.90% 8.98%
American Tower 26.81%27.79%4.57%

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

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.6%. American Tower pays an annual dividend of $7.16 per share and has a dividend yield of 4.0%. SBA Communications pays out 52.6% of its earnings in the form of a dividend. 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 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 26 more articles in the media than SBA Communications. MarketBeat recorded 28 mentions for American Tower and 2 mentions for SBA Communications. American Tower's average media sentiment score of 1.35 beat SBA Communications' score of 0.08 indicating that American Tower is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SBA Communications
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
American Tower
25 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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?

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

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

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
SBA Communications35.66% -20.90% 8.98%
Crown Castle 25.13%-64.64%3.30%

SBA Communications currently has a consensus target price of $237.22, suggesting a potential upside of 25.12%. Crown Castle has a consensus target price of $98.52, suggesting a potential upside of 16.76%. Given SBA Communications' stronger consensus rating and higher probable upside, research 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)
9 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.56
Crown Castle
0 Sell rating(s)
12 Hold rating(s)
6 Buy rating(s)
2 Strong Buy rating(s)
2.50

In the previous week, Crown Castle had 4 more articles in the media than SBA Communications. MarketBeat recorded 6 mentions for Crown Castle and 2 mentions for SBA Communications. Crown Castle's average media sentiment score of 1.09 beat SBA Communications' score of 0.08 indicating that Crown Castle is being referred to more favorably in the news media.

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

SBA Communications has a beta of 0.99, meaning that its share price is 1% less volatile than the broader market. Comparatively, Crown Castle has a beta of 0.93, meaning that its share price is 7% less volatile than the broader market.

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.6%. Crown Castle pays an annual dividend of $4.25 per share and has a dividend yield of 5.0%. SBA Communications pays out 52.6% of its earnings in the form of a dividend. 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 has increased its dividend for 6 consecutive years.

SBA Communications has higher earnings, but lower revenue 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
SBA Communications$2.82B7.14$1.05B$9.5019.96
Crown Castle$4.26B8.64$444M$2.4234.87

Summary

SBA Communications beats Crown Castle on 13 of the 20 factors compared between the two stocks.

How does SBA Communications compare to Americold Realty Trust?

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

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
SBA Communications35.66% -20.90% 8.98%
Americold Realty Trust -4.29%-3.73%-1.38%

SBA Communications currently has a consensus price target of $237.22, suggesting a potential upside of 25.12%. Americold Realty Trust has a consensus price target of $14.71, suggesting a potential upside of 4.14%. Given SBA Communications' stronger consensus rating and higher probable upside, equities research analysts plainly believe SBA Communications is more favorable than Americold Realty Trust.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SBA Communications
0 Sell rating(s)
9 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.56
Americold Realty Trust
4 Sell rating(s)
9 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
1.94

In the previous week, Americold Realty Trust had 7 more articles in the media than SBA Communications. MarketBeat recorded 9 mentions for Americold Realty Trust and 2 mentions for SBA Communications. Americold Realty Trust's average media sentiment score of 0.83 beat SBA Communications' score of 0.08 indicating that Americold Realty Trust is being referred to more favorably in the news media.

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

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
SBA Communications$2.82B7.14$1.05B$9.5019.96
Americold Realty Trust$2.60B1.55-$114.55M-$0.39N/A

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

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.6%. Americold Realty Trust pays an annual dividend of $0.92 per share and has a dividend yield of 6.5%. SBA Communications pays out 52.6% of its earnings in the form of a dividend. Americold Realty Trust pays out -235.9% 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 increased its dividend for 6 consecutive years and Americold Realty Trust has increased its dividend for 1 consecutive years. Americold Realty Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

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

Summary

SBA Communications beats Americold Realty Trust on 14 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 finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their risk, earnings, valuation, institutional ownership, media sentiment, analyst recommendations, dividends and profitability.

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
SBA Communications35.66% -20.90% 8.98%
Extra Space Storage 27.66%6.65%3.28%

In the previous week, Extra Space Storage had 5 more articles in the media than SBA Communications. MarketBeat recorded 7 mentions for Extra Space Storage and 2 mentions for SBA Communications. Extra Space Storage's average media sentiment score of 0.94 beat SBA Communications' score of 0.08 indicating that Extra Space Storage is being referred to more favorably in the news media.

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

SBA Communications presently has a consensus price target of $237.22, indicating a potential upside of 25.12%. Extra Space Storage has a consensus price target of $153.07, indicating a potential upside of 3.39%. Given SBA Communications' stronger consensus rating and higher possible upside, equities 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)
9 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.56
Extra Space Storage
0 Sell rating(s)
10 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.33

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$2.82B7.14$1.05B$9.5019.96
Extra Space Storage$3.38B9.26$974M$4.4633.20

SBA Communications has a beta of 0.99, suggesting that its stock price is 1% less volatile than the broader market. Comparatively, Extra Space Storage has a beta of 1.2, suggesting that its stock price is 20% more volatile than the broader market.

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 insiders. Comparatively, 1.0% of Extra Space Storage shares are owned by 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 pays an annual dividend of $5.00 per share and has a dividend yield of 2.6%. 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 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 has increased its dividend for 6 consecutive years and Extra Space Storage has increased its dividend for 1 consecutive years.

Summary

SBA Communications beats Extra Space Storage on 11 of the 20 factors compared between the two stocks.

How does SBA Communications compare to Welltower?

Welltower (NYSE:WELL) and SBA Communications (NASDAQ:SBAC) 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, valuation, risk, institutional ownership, profitability, media sentiment and dividends.

In the previous week, Welltower had 13 more articles in the media than SBA Communications. MarketBeat recorded 15 mentions for Welltower and 2 mentions for SBA Communications. Welltower's average media sentiment score of 0.82 beat SBA Communications' score of 0.08 indicating that Welltower is being referred to more favorably in the media.

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

Welltower pays an annual dividend of $2.96 per share and has a dividend yield of 1.4%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.6%. 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 pays out 52.6% of its earnings in the form of a dividend. Welltower has raised its dividend for 2 consecutive years and SBA Communications has raised its dividend for 6 consecutive years. SBA Communications is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

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

Welltower has a beta of 0.79, indicating that its stock price is 21% less volatile than the broader market. Comparatively, SBA Communications has a beta of 0.99, indicating that its stock price is 1% less volatile than the broader market.

SBA Communications has lower revenue, but higher earnings 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
Welltower$11.58B13.28$936.84M$2.02107.92
SBA Communications$2.82B7.14$1.05B$9.5019.96

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
Welltower11.96% 3.45% 2.25%
SBA Communications 35.66%-20.90%8.98%

Welltower currently has a consensus target price of $230.25, indicating a potential upside of 5.62%. SBA Communications has a consensus target price of $237.22, indicating a potential upside of 25.12%. Given SBA Communications' higher probable upside, analysts clearly believe SBA Communications is more favorable than Welltower.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Welltower
0 Sell rating(s)
2 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.87
SBA Communications
0 Sell rating(s)
9 Hold rating(s)
8 Buy rating(s)
1 Strong Buy rating(s)
2.56

Summary

SBA Communications beats Welltower on 12 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 CommunicationsREIT IndustryFinance SectorNASDAQ Exchange
Market Cap$20.11B$10.02B$13.96B$12.11B
Dividend Yield2.68%5.04%5.74%5.81%
P/E Ratio19.9649.7820.2324.00
Price / Sales7.145.28139.71102.13
Price / Cash14.4413.6919.5437.84
Price / Book-4.132.092.256.53
Net Income$1.05B$227.95M$1.14B$336.99M
7 Day Performance-3.14%0.19%-0.19%-0.22%
1 Month Performance-7.77%3.30%1.15%0.77%
1 Year Performance-19.02%12.15%15.52%31.57%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.3323 of 5 stars
$189.59
+1.1%
$237.22
+25.1%
-18.2%$20.11B$2.82B19.961,844
AMT
American Tower
4.8369 of 5 stars
$185.84
-0.7%
$216.20
+16.3%
-18.8%$87.21B$10.64B30.022,388
CCI
Crown Castle
4.8077 of 5 stars
$88.59
-3.9%
$98.52
+11.2%
-17.0%$40.22B$4.26B36.614,000
COLD
Americold Realty Trust
2.7596 of 5 stars
$14.57
+0.7%
$14.71
+1.0%
-16.8%$4.13B$2.60BN/A12,690
EXR
Extra Space Storage
2.9321 of 5 stars
$146.62
-2.6%
$152.29
+3.9%
0.0%$31.82B$3.38B32.878,393

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This page (NASDAQ:SBAC) was last updated on 6/23/2026 by MarketBeat.com Staff.
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