SBA Communications (SBAC) Competitors

$199.38
-3.49 (-1.72%)
(As of 05/17/2024 ET)

SBAC vs. CCI, ARE, VTR, IRM, EQR, ESS, MAA, AVB, SUI, and DOC

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include Crown Castle (CCI), Alexandria Real Estate Equities (ARE), Ventas (VTR), Iron Mountain (IRM), Equity Residential (EQR), Essex Property Trust (ESS), Mid-America Apartment Communities (MAA), AvalonBay Communities (AVB), Sun Communities (SUI), and Healthpeak Properties (DOC). These companies are all part of the "real estate investment trusts" industry.

SBA Communications vs.

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

SBA Communications has a net margin of 20.61% compared to Crown Castle's net margin of 20.32%. Crown Castle's return on equity of 21.30% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications20.61% -10.75% 5.40%
Crown Castle 20.32%21.30%3.60%

SBA Communications received 54 more outperform votes than Crown Castle when rated by MarketBeat users. However, 69.25% of users gave Crown Castle an outperform vote while only 67.39% of users gave SBA Communications an outperform vote.

CompanyUnderperformOutperform
SBA CommunicationsOutperform Votes
804
67.39%
Underperform Votes
389
32.61%
Crown CastleOutperform Votes
750
69.25%
Underperform Votes
333
30.75%

97.4% of SBA Communications shares are owned by institutional investors. Comparatively, 90.8% of Crown Castle shares are owned by institutional investors. 1.3% of SBA Communications shares are owned by insiders. Comparatively, 0.4% of Crown Castle shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Crown Castle has higher revenue and earnings than SBA Communications. Crown Castle 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
SBA Communications$2.71B7.90$501.81M$5.1039.09
Crown Castle$6.98B6.40$1.50B$3.2032.15

In the previous week, Crown Castle had 15 more articles in the media than SBA Communications. MarketBeat recorded 21 mentions for Crown Castle and 6 mentions for SBA Communications. SBA Communications' average media sentiment score of 1.11 beat Crown Castle's score of 0.58 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
4 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Crown Castle
10 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive

SBA Communications presently has a consensus target price of $252.25, suggesting a potential upside of 26.52%. Crown Castle has a consensus target price of $112.64, suggesting a potential upside of 9.48%. Given SBA Communications' stronger consensus rating and higher possible upside, equities research analysts plainly believe SBA Communications is more favorable than Crown Castle.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SBA Communications
0 Sell rating(s)
0 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
3.09
Crown Castle
0 Sell rating(s)
10 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.29

SBA Communications pays an annual dividend of $3.92 per share and has a dividend yield of 2.0%. Crown Castle pays an annual dividend of $6.26 per share and has a dividend yield of 6.1%. SBA Communications pays out 76.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Crown Castle pays out 195.6% 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 a beta of 0.59, indicating that its stock price is 41% less volatile than the S&P 500. Comparatively, Crown Castle has a beta of 0.76, indicating that its stock price is 24% less volatile than the S&P 500.

Summary

SBA Communications beats Crown Castle on 14 of the 21 factors compared between the two stocks.

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$21.42B$6.79B$10.01B$7.98B
Dividend Yield1.97%6.75%5.85%3.91%
P/E Ratio39.0930.7537.4515.07
Price / Sales7.906.48276.6777.34
Price / Cash15.4616.6516.7231.83
Price / Book-4.109.473.344.64
Net Income$501.81M$151.76M$1.02B$217.17M
7 Day Performance0.95%1.51%1.70%2.90%
1 Month Performance1.69%5.53%4.60%6.66%
1 Year Performance-14.57%5.68%19.51%9.89%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
CCI
Crown Castle
4.3735 of 5 stars
$101.06
+1.0%
$112.64
+11.5%
-9.7%$43.91B$6.98B31.584,700Options Volume
ARE
Alexandria Real Estate Equities
4.5356 of 5 stars
$124.01
+2.7%
$136.75
+10.3%
+6.2%$21.69B$2.89B115.90568Short Interest ↑
VTR
Ventas
3.6643 of 5 stars
$47.96
+0.7%
$51.25
+6.9%
+8.6%$19.41B$4.50B-252.41486Dividend Announcement
Analyst Forecast
Insider Selling
IRM
Iron Mountain
3.0155 of 5 stars
$80.53
+2.7%
$73.80
-8.4%
+48.3%$23.61B$5.48B122.0227,000
EQR
Equity Residential
4.419 of 5 stars
$67.39
+1.0%
$67.04
-0.5%
+9.4%$25.58B$2.87B27.962,400Analyst Forecast
Analyst Revision
ESS
Essex Property Trust
4.1949 of 5 stars
$264.97
+1.7%
$252.83
-4.6%
+27.0%$17.01B$1.67B32.391,750Dividend Announcement
Analyst Forecast
Short Interest ↑
Positive News
MAA
Mid-America Apartment Communities
4.6798 of 5 stars
$136.82
+0.6%
$143.28
+4.7%
-7.2%$15.98B$2.15B28.682,427Analyst Forecast
AVB
AvalonBay Communities
4.1236 of 5 stars
$197.44
+0.2%
$201.32
+2.0%
+13.1%$28.07B$2.77B29.383,039Dividend Announcement
Analyst Forecast
Analyst Revision
News Coverage
SUI
Sun Communities
4.8197 of 5 stars
$117.44
-0.3%
$138.92
+18.3%
-4.3%$14.68B$3.21B101.246,780Positive News
DOC
Healthpeak Properties
4.2092 of 5 stars
$19.82
+1.3%
$18.50
-6.7%
+42.3%$13.95B$2.18B56.63193Analyst Forecast
Short Interest ↑
News Coverage

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This page (NASDAQ:SBAC) was last updated on 5/19/2024 by MarketBeat.com Staff

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