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SBA Communications (SBAC) Competitors

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$185.47 +4.05 (+2.23%)
Closing price 09/11/2026 04:00 PM Eastern
Extended Trading
$185.47 +0.00 (+0.00%)
As of 09/11/2026 07:30 PM Eastern
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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 better business? We will contrast the two companies based on the strength of their profitability, dividends, analyst recommendations, institutional ownership, valuation, risk, earnings and media sentiment.

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

SBA Communications presently has a consensus target price of $225.53, indicating a potential upside of 21.60%. American Tower has a consensus target price of $215.29, indicating a potential upside of 20.64%. Given SBA Communications' higher probable upside, equities research analysts plainly 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)
7 Buy rating(s)
0 Strong Buy rating(s)
2.44
American Tower
0 Sell rating(s)
3 Hold rating(s)
16 Buy rating(s)
1 Strong Buy rating(s)
2.90

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$2.82B6.99$1.05B$9.2819.99
American Tower$10.64B7.81$2.53B$7.2724.55

SBA Communications has a beta of 0.99, indicating that its stock price is 1% less volatile than the broader market. Comparatively, American Tower has a beta of 0.89, indicating that its stock price is 11% less volatile than the broader market.

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%

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 4.0%. 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 12 consecutive years. American Tower is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

In the previous week, American Tower had 19 more articles in the media than SBA Communications. MarketBeat recorded 29 mentions for American Tower and 10 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.17 beat American Tower's score of 1.04 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)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
American Tower
20 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

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 superior stock? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, institutional ownership, media sentiment, risk, valuation, earnings and dividends.

In the previous week, Crown Castle had 4 more articles in the media than SBA Communications. MarketBeat recorded 14 mentions for Crown Castle and 10 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.17 beat Crown Castle's score of 1.05 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)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Crown Castle
10 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SBA Communications currently has a consensus price target of $225.53, indicating a potential upside of 21.60%. Crown Castle has a consensus price target of $95.13, indicating a potential upside of 25.66%. 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)
7 Buy rating(s)
0 Strong Buy rating(s)
2.44
Crown Castle
0 Sell rating(s)
12 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.52

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$2.82B6.99$1.05B$9.2819.99
Crown Castle$4.26B7.55$444M$1.9738.43

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

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

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 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%

Summary

SBA Communications beats Crown Castle on 11 of the 19 factors compared between the two stocks.

How does SBA Communications compare to Americold Realty Trust?

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

Americold Realty Trust pays an annual dividend of $0.92 per share and has a dividend yield of 6.3%. SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.7%. Americold Realty Trust pays out -57.9% of its earnings in the form of a dividend. SBA Communications pays out 53.9% 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. Americold Realty Trust has raised its dividend for 1 consecutive years and SBA Communications has raised its dividend for 6 consecutive years. Americold Realty Trust is clearly the better dividend stock, given its higher yield and lower payout ratio.

98.1% of Americold Realty Trust shares are owned by institutional investors. Comparatively, 97.4% of SBA Communications shares are owned by institutional investors. 0.4% of Americold Realty Trust shares are owned by company insiders. Comparatively, 9.5% of SBA Communications shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Americold Realty Trust has a beta of 0.98, meaning that its stock price is 2% 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.

Americold Realty Trust currently has a consensus target price of $15.63, indicating a potential upside of 7.14%. SBA Communications has a consensus target price of $225.53, indicating a potential upside of 21.60%. Given SBA Communications' stronger consensus rating and higher possible 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
Americold Realty Trust
3 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.06
SBA Communications
0 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.44

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
Americold Realty Trust-17.44% -16.14% -5.68%
SBA Communications 34.51%-20.67%8.56%

In the previous week, SBA Communications had 5 more articles in the media than Americold Realty Trust. MarketBeat recorded 10 mentions for SBA Communications and 5 mentions for Americold Realty Trust. Americold Realty Trust's average media sentiment score of 1.71 beat SBA Communications' score of 1.17 indicating that Americold Realty Trust is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Americold Realty Trust
5 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Very Positive
SBA Communications
6 Very Positive mention(s)
1 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
Americold Realty Trust$2.60B1.60-$114.55M-$1.59N/A
SBA Communications$2.82B6.99$1.05B$9.2819.99

Summary

SBA Communications beats Americold Realty Trust on 14 of the 19 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 real estate companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, dividends, earnings, analyst recommendations, profitability, media sentiment, institutional ownership and risk.

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
SBA Communications34.51% -20.67% 8.56%
Extra Space Storage 27.80%6.70%3.27%

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 stock will outperform the market over the long term.

In the previous week, SBA Communications and SBA Communications both had 10 articles in the media. Extra Space Storage's average media sentiment score of 1.43 beat SBA Communications' score of 1.17 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
6 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Extra Space Storage
9 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

SBA Communications presently has a consensus target price of $225.53, suggesting a potential upside of 21.60%. Extra Space Storage has a consensus target price of $148.93, suggesting a potential upside of 8.06%. Given SBA Communications' higher possible upside, 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)
7 Buy rating(s)
0 Strong Buy rating(s)
2.44
Extra Space Storage
0 Sell rating(s)
9 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.44

SBA Communications pays an annual dividend of $5.00 per share and has a dividend yield of 2.7%. Extra Space Storage pays an annual dividend of $6.48 per share and has a dividend yield of 4.7%. SBA Communications pays out 53.9% of its earnings in the form of a dividend. 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 has raised its dividend for 6 consecutive years and Extra Space Storage has raised its dividend for 1 consecutive years.

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$2.82B6.99$1.05B$9.2819.99
Extra Space Storage$3.45B8.45$974M$4.5330.43

SBA Communications has a beta of 0.99, indicating that its share price is 1% less volatile than the broader market. Comparatively, Extra Space Storage has a beta of 1.16, indicating that its share price is 16% more volatile than the broader market.

Summary

SBA Communications and Extra Space Storage tied by winning 8 of the 16 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 business? We will contrast the two companies based on the strength of their institutional ownership, earnings, analyst recommendations, risk, profitability, dividends, media sentiment and valuation.

In the previous week, Welltower had 7 more articles in the media than SBA Communications. MarketBeat recorded 17 mentions for Welltower and 10 mentions for SBA Communications. Welltower's average media sentiment score of 1.32 beat SBA Communications' score of 1.17 indicating that Welltower is being referred to more favorably in the media.

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

Welltower presently has a consensus price target of $251.06, indicating a potential upside of 6.63%. SBA Communications has a consensus price target of $225.53, indicating a potential upside of 21.60%. 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)
7 Buy rating(s)
0 Strong Buy rating(s)
2.44

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 increased its dividend for 2 consecutive years and SBA Communications has increased 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 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$10.84B15.66$936.84M$2.18108.00
SBA Communications$2.82B6.99$1.05B$9.2819.99

Welltower has a beta of 0.76, meaning that its share price is 24% less volatile than the broader market. Comparatively, SBA Communications has a beta of 0.99, meaning that its share price is 1% less volatile than the broader market.

94.8% of Welltower shares are owned by institutional investors. Comparatively, 97.4% of SBA Communications shares are owned by institutional investors. 0.4% of Welltower shares are owned by insiders. Comparatively, 9.5% of SBA Communications shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

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%

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$19.68B$19.08B$5.49B$12.85B
Dividend Yield2.70%5.24%6.47%11.71%
P/E Ratio19.9926.4328.2825.33
Price / Sales6.996.74125.02111.12
Price / Cash14.3381.9134.3251.52
Price / Book-4.043.181.826.20
Net Income$1.05B$575.26M-$64.10M$358.50M
7 Day Performance-2.10%-1.85%-1.55%-2.35%
1 Month Performance-0.39%-3.48%-3.78%-3.23%
1 Year Performance-7.25%-2.55%-0.84%8.79%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.5554 of 5 stars
$185.47
+2.2%
$225.53
+21.6%
-7.3%$19.68B$2.82B19.991,844
AMT
American Tower
4.973 of 5 stars
$175.83
0.0%
$215.29
+22.4%
-8.6%$81.94B$10.64B24.192,388
CCI
Crown Castle
4.8314 of 5 stars
$75.75
-0.1%
$95.13
+25.6%
-20.7%$32.26B$4.26B38.454,000
COLD
Americold Realty Trust
2.7555 of 5 stars
$14.23
+0.1%
$15.63
+9.9%
+5.7%$4.06B$2.60BN/A12,690
EXR
Extra Space Storage
3.5694 of 5 stars
$139.33
+0.1%
$148.93
+6.9%
-6.4%$29.42B$3.38B30.768,393

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This page (NASDAQ:SBAC) was last updated on 9/13/2026 by MarketBeat.com Staff.
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