SBAC vs. ARE, IRM, EQR, VTR, AVB, ESS, EXR, HST, DOC, and AMH
Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include Alexandria Real Estate Equities (ARE), Iron Mountain (IRM), Equity Residential (EQR), Ventas (VTR), AvalonBay Communities (AVB), Essex Property Trust (ESS), Extra Space Storage (EXR), Host Hotels & Resorts (HST), Healthpeak Properties (DOC), and American Homes 4 Rent (AMH). These companies are all part of the "real estate investment trusts" industry.
Alexandria Real Estate Equities (NYSE:ARE) and SBA Communications (NASDAQ:SBAC) are both large-cap finance companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, community ranking, profitability, earnings, dividends, media sentiment, valuation, risk and institutional ownership.
Alexandria Real Estate Equities has a beta of 1.05, indicating that its share price is 5% more volatile than the S&P 500. Comparatively, SBA Communications has a beta of 0.56, indicating that its share price is 44% less volatile than the S&P 500.
SBA Communications has lower revenue, but higher earnings 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.
SBA Communications has a net margin of 18.51% compared to SBA Communications' net margin of 6.65%. SBA Communications' return on equity of 0.87% beat Alexandria Real Estate Equities' return on equity.
SBA Communications received 326 more outperform votes than Alexandria Real Estate Equities when rated by MarketBeat users. Likewise, 67.20% of users gave SBA Communications an outperform vote while only 64.97% of users gave Alexandria Real Estate Equities an outperform vote.
In the previous week, Alexandria Real Estate Equities had 31 more articles in the media than SBA Communications. MarketBeat recorded 41 mentions for Alexandria Real Estate Equities and 10 mentions for SBA Communications. Alexandria Real Estate Equities' average media sentiment score of 1.00 beat SBA Communications' score of 0.37 indicating that SBA Communications is being referred to more favorably in the news media.
96.5% of Alexandria Real Estate Equities shares are owned by institutional investors. Comparatively, 97.3% of SBA Communications shares are owned by institutional investors. 1.2% of Alexandria Real Estate Equities shares are owned by insiders. Comparatively, 1.3% of SBA Communications 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.
Alexandria Real Estate Equities presently has a consensus target price of $136.75, indicating a potential upside of 17.64%. SBA Communications has a consensus target price of $268.00, indicating a potential upside of 36.57%. Given Alexandria Real Estate Equities' stronger consensus rating and higher possible upside, analysts plainly believe SBA Communications is more favorable than Alexandria Real Estate Equities.
Alexandria Real Estate Equities pays an annual dividend of $5.08 per share and has a dividend yield of 4.4%. SBA Communications pays an annual dividend of $3.92 per share and has a dividend yield of 2.0%. Alexandria Real Estate Equities pays out 474.8% 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 85.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Alexandria Real Estate Equities has increased its dividend for 14 consecutive years and SBA Communications has increased its dividend for 5 consecutive years. Alexandria Real Estate Equities is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Summary
SBA Communications beats Alexandria Real Estate Equities on 15 of the 22 factors compared between the two stocks.
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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.
Skip ChartThis 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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