SBA Communications (SBAC) Competitors

$196.23
-1.70 (-0.86%)
(As of 04/26/2024 ET)

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.

SBA Communications vs.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Alexandria Real Estate Equities$2.89B7.04$103.64M$1.07108.64
SBA Communications$2.71B7.82$501.81M$4.6142.57

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.

Company Net Margins Return on Equity Return on Assets
Alexandria Real Estate Equities6.65% 0.87% 0.53%
SBA Communications 18.51%-9.70%4.82%

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.

CompanyUnderperformOutperform
Alexandria Real Estate EquitiesOutperform Votes
471
64.97%
Underperform Votes
254
35.03%
SBA CommunicationsOutperform Votes
797
67.20%
Underperform Votes
389
32.80%

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.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Alexandria Real Estate Equities
12 Very Positive mention(s)
3 Positive mention(s)
14 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
SBA Communications
7 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Alexandria Real Estate Equities
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88
SBA Communications
0 Sell rating(s)
0 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
3.09

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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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 CommunicationsReal estate investment trusts IndustryFinance SectorNASDAQ Exchange
Market Cap$21.21B$6.43B$8.88B$7.64B
Dividend Yield1.98%6.91%9.96%3.94%
P/E Ratio42.5732.3638.3814.96
Price / Sales7.826.65213.7385.79
Price / Cash15.2216.3215.0535.33
Price / Book-4.102.192.364.26
Net Income$501.81M$153.57M$986.69M$214.06M
7 Day Performance0.09%1.51%1.08%1.88%
1 Month Performance-9.45%-4.67%-2.57%-5.70%
1 Year Performance-24.78%-0.97%11.85%6.72%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ARE
Alexandria Real Estate Equities
4.5809 of 5 stars
$119.52
+0.8%
$137.13
+14.7%
-5.3%$20.91B$2.89B221.34568Analyst Report
Short Interest ↓
Analyst Revision
News Coverage
IRM
Iron Mountain
3.2017 of 5 stars
$76.60
+1.0%
$73.80
-3.7%
+41.0%$22.39B$5.48B121.5927,000Upcoming Earnings
Positive News
EQR
Equity Residential
4.3529 of 5 stars
$63.09
+0.9%
$65.75
+4.2%
+5.4%$23.91B$2.87B28.682,400Earnings Report
Analyst Report
Analyst Revision
News Coverage
VTR
Ventas
3.891 of 5 stars
$43.55
+1.0%
$51.54
+18.3%
-6.7%$17.60B$4.50B-395.87486Upcoming Earnings
Short Interest ↑
News Coverage
AVB
AvalonBay Communities
4.1011 of 5 stars
$188.66
+1.0%
$196.78
+4.3%
+7.8%$26.82B$2.77B28.803,039Short Interest ↑
News Coverage
ESS
Essex Property Trust
4.322 of 5 stars
$242.15
+0.9%
$245.37
+1.3%
+16.8%$15.55B$1.67B38.381,750Upcoming Earnings
News Coverage
Positive News
EXR
Extra Space Storage
4.7392 of 5 stars
$133.30
+0.4%
$150.17
+12.7%
-11.7%$28.21B$2.56B26.987,618Upcoming Earnings
Short Interest ↑
News Coverage
HST
Host Hotels & Resorts
4.4011 of 5 stars
$19.29
+1.5%
$21.33
+10.6%
+18.5%$13.57B$5.31B18.55163Upcoming Earnings
Options Volume
DOC
Healthpeak Properties
4.2749 of 5 stars
$18.45
+1.2%
$18.10
-1.9%
+32.0%$13.09B$2.18B32.95193Analyst Upgrade
News Coverage
AMH
American Homes 4 Rent
4.6812 of 5 stars
$35.61
+0.3%
$39.67
+11.4%
+10.5%$13.04B$1.62B35.611,725Upcoming Earnings

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This page (NASDAQ:SBAC) was last updated on 4/28/2024 by MarketBeat.com Staff

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