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SBA Communications (SBAC) Competitors

$214.71
+3.64 (+1.72%)
(As of 07/26/2024 ET)

SBAC vs. ARE, EQR, AVB, DLR, CCI, USM, TDS, BB, SHEN, and SPOK

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include Alexandria Real Estate Equities (ARE), Equity Residential (EQR), AvalonBay Communities (AVB), Digital Realty Trust (DLR), Crown Castle (CCI), United States Cellular (USM), Telephone and Data Systems (TDS), BlackBerry (BB), Shenandoah Telecommunications (SHEN), and Spok (SPOK).

SBA Communications vs.

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

SBA Communications has a beta of 0.65, meaning that its stock price is 35% less volatile than the S&P 500. Comparatively, Alexandria Real Estate Equities has a beta of 1.15, meaning that its stock price is 15% more volatile than the S&P 500.

In the previous week, Alexandria Real Estate Equities had 35 more articles in the media than SBA Communications. MarketBeat recorded 45 mentions for Alexandria Real Estate Equities and 10 mentions for SBA Communications. SBA Communications' average media sentiment score of 0.79 beat Alexandria Real Estate Equities' score of 0.25 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
5 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Alexandria Real Estate Equities
14 Very Positive mention(s)
3 Positive mention(s)
13 Neutral mention(s)
4 Negative mention(s)
0 Very Negative mention(s)
Neutral

97.4% of SBA Communications shares are owned by institutional investors. Comparatively, 96.5% of Alexandria Real Estate Equities shares are owned by institutional investors. 1.3% of SBA Communications shares are owned by insiders. Comparatively, 1.2% of Alexandria Real Estate Equities 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 higher earnings, but lower revenue than Alexandria Real Estate Equities. SBA Communications is trading at a lower price-to-earnings ratio than Alexandria Real Estate Equities, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
SBA Communications$2.71B8.51$501.81M$5.1042.10
Alexandria Real Estate Equities$2.89B7.21$103.64M$1.07111.18

SBA Communications pays an annual dividend of $3.92 per share and has a dividend yield of 1.8%. Alexandria Real Estate Equities pays an annual dividend of $5.20 per share and has a dividend yield of 4.4%. SBA Communications pays out 76.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Alexandria Real Estate Equities pays out 486.0% 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 a net margin of 20.61% compared to Alexandria Real Estate Equities' net margin of 5.09%. Alexandria Real Estate Equities' return on equity of 0.68% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications20.61% -10.75% 5.40%
Alexandria Real Estate Equities 5.09%0.68%0.41%

SBA Communications presently has a consensus price target of $248.31, indicating a potential upside of 15.65%. Alexandria Real Estate Equities has a consensus price target of $133.71, indicating a potential upside of 12.40%. Given SBA Communications' stronger consensus rating and higher possible upside, research analysts plainly believe SBA Communications is more favorable than Alexandria Real Estate Equities.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SBA Communications
0 Sell rating(s)
2 Hold rating(s)
9 Buy rating(s)
1 Strong Buy rating(s)
2.92
Alexandria Real Estate Equities
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.67

SBA Communications received 337 more outperform votes than Alexandria Real Estate Equities when rated by MarketBeat users. Likewise, 67.28% of users gave SBA Communications an outperform vote while only 64.88% of users gave Alexandria Real Estate Equities an outperform vote.

CompanyUnderperformOutperform
SBA CommunicationsOutperform Votes
810
67.28%
Underperform Votes
394
32.72%
Alexandria Real Estate EquitiesOutperform Votes
473
64.88%
Underperform Votes
256
35.12%

Summary

SBA Communications beats Alexandria Real Estate Equities on 15 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$22.68B$7.14B$9.92B$8.19B
Dividend Yield1.86%6.48%6.62%3.96%
P/E Ratio42.1040.2547.1818.37
Price / Sales8.516.623,593.2488.82
Price / Cash16.3717.8117.2834.13
Price / Book-4.492.492.594.51
Net Income$501.81M$151.25M$1.02B$216.36M
7 Day Performance2.73%1.47%1.80%1.82%
1 Month Performance9.02%14.44%7.74%7.09%
1 Year Performance-3.46%6.91%14.98%4.88%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ARE
Alexandria Real Estate Equities
4.3621 of 5 stars
4.36 / 5 stars
$118.96
+2.5%
$133.71
+12.4%
-6.6%$20.81B$2.89B111.18590Earnings Report
Analyst Forecast
Analyst Revision
News Coverage
EQR
Equity Residential
4.4479 of 5 stars
4.45 / 5 stars
$70.77
+1.8%
$69.53
-1.8%
+5.0%$26.86B$2.87B29.372,400Upcoming Earnings
Short Interest ↑
News Coverage
AVB
AvalonBay Communities
3.8931 of 5 stars
3.89 / 5 stars
$206.46
+1.8%
$207.76
+0.6%
+7.7%$29.36B$2.77B30.723,039Upcoming Earnings
Short Interest ↑
DLR
Digital Realty Trust
4.3488 of 5 stars
4.35 / 5 stars
$145.65
-1.2%
$152.20
+4.5%
+22.8%$45.51B$5.48B40.463,664Analyst Forecast
News Coverage
Gap Down
CCI
Crown Castle
4.0084 of 5 stars
4.01 / 5 stars
$107.52
+1.9%
$114.88
+6.8%
-4.4%$46.72B$6.98B33.604,700Analyst Forecast
Insider Selling
Short Interest ↑
USM
United States Cellular
2.4064 of 5 stars
2.41 / 5 stars
$52.10
-0.2%
$58.75
+12.8%
+177.9%$4.44B$3.87B77.764,300Upcoming Earnings
News Coverage
TDS
Telephone and Data Systems
1.8629 of 5 stars
1.86 / 5 stars
$20.96
+2.3%
$25.00
+19.3%
+151.3%$2.37B$5.16B-4.308,800Upcoming Earnings
News Coverage
BB
BlackBerry
2.7366 of 5 stars
2.74 / 5 stars
$2.48
+2.5%
$3.20
+29.3%
-47.0%$1.46B$853M-8.532,647
SHEN
Shenandoah Telecommunications
2.1063 of 5 stars
2.11 / 5 stars
$20.78
+1.6%
$25.00
+20.3%
+9.4%$1.13B$287.38M4.80845News Coverage
SPOK
Spok
1.5881 of 5 stars
1.59 / 5 stars
$15.43
+0.3%
N/A+34.9%$312.46M$139.02M18.59380Dividend Announcement
Analyst Downgrade
Short Interest ↑
News Coverage

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This page (NASDAQ:SBAC) was last updated on 7/27/2024 by MarketBeat.com Staff

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