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SBA Communications (SBAC) Competitors

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$232.96 -1.28 (-0.55%)
As of 01:32 PM Eastern
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SBAC vs. AMT, AWK, CCI, COLD, ELS, EXR, O, WELL, USM, and TDS

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include American Tower (AMT), American Water Works (AWK), Crown Castle (CCI), Americold Realty Trust (COLD), Equity Lifestyle Properties (ELS), Extra Space Storage (EXR), Realty Income (O), Welltower (WELL), United States Cellular (USM), and Telephone and Data Systems (TDS).

SBA Communications vs. Its Competitors

American Tower (NYSE:AMT) 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 valuation, risk, profitability, institutional ownership, media sentiment, dividends, earnings and analyst recommendations.

92.7% of American Tower shares are held by institutional investors. Comparatively, 97.4% of SBA Communications shares are held by institutional investors. 0.2% of American Tower shares are held by company insiders. Comparatively, 0.9% 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 is poised for long-term growth.

American Tower presently has a consensus price target of $240.88, suggesting a potential upside of 8.99%. SBA Communications has a consensus price target of $255.53, suggesting a potential upside of 9.69%. Given SBA Communications' higher possible upside, analysts plainly believe SBA Communications is more favorable than American Tower.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
American Tower
0 Sell rating(s)
1 Hold rating(s)
14 Buy rating(s)
3 Strong Buy rating(s)
3.11
SBA Communications
0 Sell rating(s)
6 Hold rating(s)
8 Buy rating(s)
2 Strong Buy rating(s)
2.75

SBA Communications has a net margin of 29.29% compared to American Tower's net margin of 17.34%. American Tower's return on equity of 30.20% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
American Tower17.34% 30.20% 4.82%
SBA Communications 29.29%-15.30%7.52%

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$10.13B10.22$2.26B$3.8956.81
SBA Communications$2.68B9.34$749.54M$7.2931.96

American Tower pays an annual dividend of $6.80 per share and has a dividend yield of 3.1%. SBA Communications pays an annual dividend of $4.44 per share and has a dividend yield of 1.9%. American Tower pays out 174.8% 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 60.9% of its earnings in the form of a dividend. American Tower has raised its dividend for 1 consecutive years and SBA Communications has raised its dividend for 6 consecutive years.

In the previous week, American Tower had 28 more articles in the media than SBA Communications. MarketBeat recorded 38 mentions for American Tower and 10 mentions for SBA Communications. American Tower's average media sentiment score of 1.41 beat SBA Communications' score of 1.40 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
34 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
SBA Communications
9 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

American Tower has a beta of 0.82, meaning that its stock price is 18% less volatile than the S&P 500. Comparatively, SBA Communications has a beta of 0.78, meaning that its stock price is 22% less volatile than the S&P 500.

Summary

American Tower beats SBA Communications 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$25.06B$8.26B$11.91B$9.00B
Dividend Yield1.90%5.81%5.57%4.04%
P/E Ratio31.9940.7719.9620.18
Price / Sales9.344.8825.45125.05
Price / Cash24.1517.9221.4457.86
Price / Book-4.901.652.265.59
Net Income$749.54M$128.99M$990.08M$248.60M
7 Day Performance-1.95%-0.51%0.18%5.18%
1 Month Performance3.54%0.35%2.85%7.11%
1 Year Performance19.14%-0.30%541.02%21.73%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.5021 of 5 stars
$232.96
-0.5%
$255.53
+9.7%
+20.8%$25.06B$2.68B31.991,720Positive News
Analyst Forecast
AMT
American Tower
3.9746 of 5 stars
$220.95
+1.5%
$240.25
+8.7%
+12.5%$103.44B$10.13B56.804,691Positive News
Analyst Forecast
AWK
American Water Works
4.1955 of 5 stars
$139.15
+0.9%
$143.22
+2.9%
+8.6%$27.14B$4.68B25.356,500
CCI
Crown Castle
4.6672 of 5 stars
$102.68
+2.0%
$112.71
+9.8%
+6.2%$44.71B$6.57B-9.545,000News Coverage
Positive News
Upcoming Earnings
Analyst Forecast
COLD
Americold Realty Trust
4.9349 of 5 stars
$16.60
-1.6%
$24.67
+48.6%
-36.8%$4.73B$2.63B-38.6013,755
ELS
Equity Lifestyle Properties
4.472 of 5 stars
$61.67
+0.3%
$73.90
+19.8%
-3.1%$11.79B$1.43B31.953,800Positive News
EXR
Extra Space Storage
4.1204 of 5 stars
$147.44
+1.1%
$159.29
+8.0%
-3.0%$31.29B$3.26B34.214,780Positive News
O
Realty Income
3.9464 of 5 stars
$57.63
+1.1%
$61.15
+6.1%
+8.1%$52.04B$5.27B52.39400Positive News
Dividend Announcement
WELL
Welltower
4.8024 of 5 stars
$153.86
+1.1%
$163.75
+6.4%
+45.3%$100.62B$7.99B88.43510Positive News
USM
United States Cellular
2.987 of 5 stars
$63.85
+2.1%
$82.67
+29.5%
+15.0%$5.43B$3.77B-138.804,100
TDS
Telephone and Data Systems
3.4373 of 5 stars
$35.65
+3.9%
$50.00
+40.3%
+76.2%$4.06B$4.96B-33.957,900Positive News

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This page (NASDAQ:SBAC) was last updated on 7/9/2025 by MarketBeat.com Staff
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