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SBA Communications (SBAC) Competitors

SBA Communications logo
$182.59 +2.05 (+1.14%)
As of 08/21/2026 04:00 PM Eastern

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

Should you buy SBA Communications stock or one of its competitors? SBA Communications's main competitors and comparable companies include American Tower (AMT), Crown Castle (CCI), Americold Realty Trust (COLD), Extra Space Storage (EXR), and Welltower (WELL). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "real estate" sector.

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 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, 92.7% of American Tower shares are held by institutional investors. 9.5% of SBA Communications shares are held by insiders. Comparatively, 0.1% of American Tower 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.

In the previous week, American Tower had 39 more articles in the media than SBA Communications. MarketBeat recorded 46 mentions for American Tower and 7 mentions for SBA Communications. American Tower's average media sentiment score of 1.50 beat SBA Communications' score of 0.98 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
American Tower
42 Very Positive mention(s)
1 Positive mention(s)
3 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 2.7%. American Tower pays an annual dividend of $7.16 per share and has a dividend yield of 4.1%. SBA Communications pays out 53.9% 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 increased its dividend for 6 consecutive years and American Tower has increased its dividend for 1 consecutive years.

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 currently has a consensus target price of $225.81, suggesting a potential upside of 23.67%. American Tower has a consensus target price of $215.29, suggesting a potential upside of 22.07%. Given SBA Communications' higher probable upside, 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)
0 Strong Buy rating(s)
2.47
American Tower
0 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.90

SBA Communications has a net margin of 34.51% 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 Communications34.51% -20.67% 8.56%
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$2.82B6.88$1.05B$9.2819.68
American Tower$10.64B7.72$2.53B$7.2724.26

Summary

American Tower beats SBA Communications on 11 of the 20 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 real estate companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, profitability, dividends, valuation, institutional ownership, media sentiment and earnings.

SBA Communications presently has a consensus price target of $225.81, suggesting a potential upside of 23.67%. Crown Castle has a consensus price target of $95.13, suggesting a potential upside of 25.95%. Given Crown Castle's stronger consensus rating and higher possible upside, analysts plainly believe Crown Castle is more favorable than SBA Communications.

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)
0 Strong Buy rating(s)
2.47
Crown Castle
0 Sell rating(s)
12 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.52

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

SBA Communications has a net margin of 34.51% compared to Crown Castle's net margin of 20.71%. SBA Communications' return on equity of -20.67% beat Crown Castle's return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications34.51% -20.67% 8.56%
Crown Castle 20.71%-51.60%3.70%

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

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.7%. Crown Castle pays an annual dividend of $4.25 per share and has a dividend yield of 5.6%. SBA Communications pays out 53.9% of its earnings in the form of a dividend. 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 has raised 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$2.82B6.88$1.05B$9.2819.68
Crown Castle$4.26B7.54$444M$1.9738.34

In the previous week, Crown Castle had 12 more articles in the media than SBA Communications. MarketBeat recorded 19 mentions for Crown Castle and 7 mentions for SBA Communications. Crown Castle's average media sentiment score of 1.38 beat SBA Communications' score of 0.98 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Crown Castle
17 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

Summary

SBA Communications beats Crown Castle on 11 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 real estate companies, but which is the better business? We will compare the two businesses based on the strength of their earnings, analyst recommendations, dividends, institutional ownership, media sentiment, valuation, profitability and risk.

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

SBA Communications currently has a consensus price target of $225.81, indicating a potential upside of 23.67%. Americold Realty Trust has a consensus price target of $15.63, indicating a potential upside of 2.58%. 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
SBA Communications
0 Sell rating(s)
9 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.47
Americold Realty Trust
3 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.06

SBA Communications has a net margin of 34.51% compared to Americold Realty Trust's net margin of -17.44%. Americold Realty Trust's return on equity of -16.14% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications34.51% -20.67% 8.56%
Americold Realty Trust -17.44%-16.14%-5.68%

In the previous week, Americold Realty Trust had 11 more articles in the media than SBA Communications. MarketBeat recorded 18 mentions for Americold Realty Trust and 7 mentions for SBA Communications. Americold Realty Trust's average media sentiment score of 1.31 beat SBA Communications' score of 0.98 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
5 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Americold Realty Trust
14 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 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$2.82B6.88$1.05B$9.2819.68
Americold Realty Trust$2.60B1.67-$114.55M-$1.59N/A

SBA Communications has a beta of 0.99, suggesting that its share price is 1% less volatile than the broader market. Comparatively, Americold Realty Trust has a beta of 0.97, suggesting that its share 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 2.7%. Americold Realty Trust pays an annual dividend of $0.92 per share and has a dividend yield of 6.0%. SBA Communications pays out 53.9% of its earnings in the form of a dividend. Americold Realty Trust pays out -57.9% 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.

Summary

SBA Communications beats Americold Realty Trust on 13 of the 19 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 real estate companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, valuation, media sentiment, dividends, analyst recommendations, institutional ownership and profitability.

Extra Space Storage pays an annual dividend of $6.48 per share and has a dividend yield of 4.4%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.7%. 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 pays out 53.9% 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.

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

Extra Space Storage currently has a consensus target price of $147.71, suggesting a potential upside of 0.51%. SBA Communications has a consensus target price of $225.81, suggesting a potential upside of 23.67%. 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
0 Sell rating(s)
9 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.40
SBA Communications
0 Sell rating(s)
9 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.47

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$3.38B9.19$974M$4.5332.44
SBA Communications$2.82B6.88$1.05B$9.2819.68

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

SBA Communications has a net margin of 34.51% 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
Extra Space Storage27.80% 6.70% 3.27%
SBA Communications 34.51%-20.67%8.56%

In the previous week, Extra Space Storage had 17 more articles in the media than SBA Communications. MarketBeat recorded 24 mentions for Extra Space Storage and 7 mentions for SBA Communications. Extra Space Storage's average media sentiment score of 1.14 beat SBA Communications' score of 0.98 indicating that Extra Space Storage is being referred to more favorably in the media.

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

Summary

SBA Communications beats Extra Space Storage on 10 of the 19 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 real estate companies, but which is the better stock? We will contrast the two businesses based on the strength of their valuation, profitability, dividends, analyst recommendations, media sentiment, institutional ownership, earnings and risk.

Welltower has a beta of 0.76, meaning that its stock price is 24% 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.

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$10.84B15.96$936.84M$2.18110.07
SBA Communications$2.82B6.88$1.05B$9.2819.68

Welltower pays an annual dividend of $3.40 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 2.7%. 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 pays out 53.9% 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.

SBA Communications has a net margin of 34.51% 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
Welltower12.15% 3.56% 2.35%
SBA Communications 34.51%-20.67%8.56%

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

Welltower presently has a consensus price target of $246.11, suggesting a potential upside of 2.57%. SBA Communications has a consensus price target of $225.81, suggesting a potential upside of 23.67%. Given SBA Communications' higher possible upside, analysts plainly 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)
3 Hold rating(s)
14 Buy rating(s)
0 Strong Buy rating(s)
2.82
SBA Communications
0 Sell rating(s)
9 Hold rating(s)
8 Buy rating(s)
0 Strong Buy rating(s)
2.47

In the previous week, Welltower had 30 more articles in the media than SBA Communications. MarketBeat recorded 37 mentions for Welltower and 7 mentions for SBA Communications. Welltower's average media sentiment score of 1.53 beat SBA Communications' score of 0.98 indicating that Welltower is being referred to more favorably in the media.

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

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 CommunicationsSpecialized REITs IndustryReal Estate SectorNASDAQ Exchange
Market Cap$19.37B$19.13B$5.67B$12.85B
Dividend Yield2.74%5.07%6.30%11.08%
P/E Ratio19.6828.5528.9424.25
Price / Sales6.886.87127.9099.78
Price / Cash14.1179.7034.5853.99
Price / Book-4.183.331.906.20
Net Income$1.05B$557.35M-$63.99M$348.59M
7 Day Performance-1.41%-0.76%-0.45%0.08%
1 Month Performance4.43%1.98%-0.25%3.88%
1 Year Performance-18.07%0.46%11.29%16.98%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.8685 of 5 stars
$182.59
+1.1%
$225.81
+23.7%
-18.1%$19.37B$2.82B19.681,844
AMT
American Tower
4.8027 of 5 stars
$172.12
-2.0%
$215.14
+25.0%
-16.7%$81.81B$10.64B23.682,388
CCI
Crown Castle
4.8611 of 5 stars
$74.45
-2.0%
$95.13
+27.8%
-27.1%$32.33B$4.26B37.794,000
COLD
Americold Realty Trust
2.8074 of 5 stars
$14.47
-2.8%
$15.39
+6.4%
+2.2%$4.25B$2.60BN/A12,690
EXR
Extra Space Storage
2.9408 of 5 stars
$146.94
-0.6%
$147.73
+0.5%
+3.0%$31.25B$3.38B32.448,393

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This page (NASDAQ:SBAC) was last updated on 8/23/2026 by MarketBeat.com Staff.
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