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SBA Communications (SBAC) Competitors

SBA Communications logo
$232.79 -1.48 (-0.63%)
Closing price 04:00 PM Eastern
Extended Trading
$232.74 -0.04 (-0.02%)
As of 04:20 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

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

97.4% of SBA Communications shares are owned by institutional investors. Comparatively, 92.7% of American Tower shares are owned by institutional investors. 0.9% of SBA Communications shares are owned by company insiders. Comparatively, 0.2% of American Tower shares are owned 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.

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
SBA Communications29.29% -15.30% 7.52%
American Tower 17.34%30.20%4.82%

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

SBA Communications currently has a consensus target price of $255.53, suggesting a potential upside of 9.77%. American Tower has a consensus target price of $240.88, suggesting a potential upside of 8.93%. Given SBA Communications' higher possible 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)
6 Hold rating(s)
8 Buy rating(s)
2 Strong Buy rating(s)
2.75
American Tower
0 Sell rating(s)
1 Hold rating(s)
14 Buy rating(s)
3 Strong Buy rating(s)
3.11

In the previous week, American Tower had 31 more articles in the media than SBA Communications. MarketBeat recorded 38 mentions for American Tower and 7 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.60 beat American Tower's score of 1.50 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)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
American Tower
33 Very Positive mention(s)
0 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive

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

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$2.68B9.33$749.54M$7.2931.93
American Tower$10.18B10.17$2.26B$3.8956.85

Summary

American Tower beats SBA Communications on 11 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$25.01B$8.34B$12.07B$9.02B
Dividend Yield1.90%5.79%5.55%4.03%
P/E Ratio31.9341.2020.0720.15
Price / Sales9.334.9025.45185.35
Price / Cash24.2218.0621.4557.97
Price / Book-4.901.672.295.60
Net Income$749.54M$128.99M$990.08M$248.50M
7 Day Performance-0.97%0.59%0.18%5.11%
1 Month Performance2.93%0.99%3.09%7.58%
1 Year Performance19.26%0.29%540.35%21.53%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.5331 of 5 stars
$232.79
-0.6%
$255.53
+9.8%
+19.8%$25.01B$2.68B31.931,720Positive News
Analyst Forecast
AMT
American Tower
3.9985 of 5 stars
$220.95
+1.5%
$240.25
+8.7%
+13.1%$103.44B$10.13B56.804,691Positive News
Analyst Forecast
AWK
American Water Works
4.1323 of 5 stars
$139.15
+0.9%
$143.22
+2.9%
+8.5%$27.14B$4.68B25.356,500Positive News
Analyst Forecast
CCI
Crown Castle
4.3033 of 5 stars
$102.68
+2.0%
$112.71
+9.8%
+6.6%$44.71B$6.57B-9.545,000News Coverage
Positive News
Upcoming Earnings
Analyst Forecast
COLD
Americold Realty Trust
4.9602 of 5 stars
$16.60
-1.6%
$24.67
+48.6%
-37.9%$4.73B$2.63B-38.6013,755News Coverage
ELS
Equity Lifestyle Properties
4.4886 of 5 stars
$61.67
+0.3%
$73.90
+19.8%
-3.3%$11.79B$1.43B31.953,800News Coverage
Positive News
EXR
Extra Space Storage
4.1518 of 5 stars
$147.44
+1.1%
$159.29
+8.0%
-3.1%$31.29B$3.26B34.214,780Positive News
O
Realty Income
3.9551 of 5 stars
$57.63
+1.1%
$61.15
+6.1%
+8.0%$52.04B$5.27B52.39400Positive News
Dividend Announcement
WELL
Welltower
4.5174 of 5 stars
$153.86
+1.1%
$163.75
+6.4%
+45.3%$100.62B$7.99B88.43510Positive News
USM
United States Cellular
2.1113 of 5 stars
$63.85
+2.1%
$82.67
+29.5%
+21.4%$5.43B$3.77B-138.804,100
TDS
Telephone and Data Systems
3.455 of 5 stars
$35.65
+3.9%
$50.00
+40.3%
+89.6%$4.06B$4.96B-33.957,900Positive News

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This page (NASDAQ:SBAC) was last updated on 7/10/2025 by MarketBeat.com Staff
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