Free Trial

SBA Communications (SBAC) Competitors

SBA Communications logo
$225.67 +0.80 (+0.36%)
As of 04:00 PM Eastern

SBAC vs. CCI, USM, TDS, BB, SHEN, SPOK, WELL, PLD, EQIX, and PSA

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include Crown Castle (CCI), United States Cellular (USM), Telephone and Data Systems (TDS), BlackBerry (BB), Shenandoah Telecommunications (SHEN), Spok (SPOK), Welltower (WELL), Prologis (PLD), Equinix (EQIX), and Public Storage (PSA).

SBA Communications vs.

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

97.3% 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 company insiders. Comparatively, 0.4% 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 will outperform the market over the long term.

SBA Communications received 70 more outperform votes than Crown Castle when rated by MarketBeat users. However, 67.85% of users gave Crown Castle an outperform vote while only 67.10% of users gave SBA Communications an outperform vote.

CompanyUnderperformOutperform
SBA CommunicationsOutperform Votes
834
67.10%
Underperform Votes
409
32.90%
Crown CastleOutperform Votes
764
67.85%
Underperform Votes
362
32.15%

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$2.68B9.15$501.81M$6.9432.83
Crown Castle$6.57B6.78$1.50B-$8.98-11.39

SBA Communications has a net margin of 25.76% compared to Crown Castle's net margin of 18.59%. Crown Castle's return on equity of 20.98% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications25.76% -13.13% 6.83%
Crown Castle 18.59%20.98%3.20%

In the previous week, SBA Communications had 2 more articles in the media than Crown Castle. MarketBeat recorded 25 mentions for SBA Communications and 23 mentions for Crown Castle. Crown Castle's average media sentiment score of 1.39 beat SBA Communications' score of 1.38 indicating that Crown Castle is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
SBA Communications
19 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Crown Castle
19 Very Positive mention(s)
0 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 $251.92, suggesting a potential upside of 10.57%. Crown Castle has a consensus price target of $109.88, suggesting a potential upside of 7.43%. Given SBA Communications' stronger consensus rating and higher possible upside, 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)
5 Hold rating(s)
7 Buy rating(s)
2 Strong Buy rating(s)
2.79
Crown Castle
0 Sell rating(s)
11 Hold rating(s)
6 Buy rating(s)
2 Strong Buy rating(s)
2.53

SBA Communications has a beta of 0.83, suggesting that its share price is 17% less volatile than the S&P 500. Comparatively, Crown Castle has a beta of 0.93, suggesting that its share price is 7% less volatile than the S&P 500.

SBA Communications pays an annual dividend of $4.44 per share and has a dividend yield of 1.9%. Crown Castle pays an annual dividend of $6.26 per share and has a dividend yield of 6.1%. SBA Communications pays out 64.0% of its earnings in the form of a dividend. Crown Castle pays out -69.7% 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. Crown Castle is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

SBA Communications beats Crown Castle on 11 of the 20 factors compared between the two stocks.

Remove Ads
Get SBA Communications News Delivered to You Automatically

Sign up to receive the latest news and ratings for SBAC and its competitors with MarketBeat's FREE daily newsletter.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Skip Chart

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.
Skip Chart

SBAC vs. The Competition

MetricSBA CommunicationsReal estate investment trusts IndustryFinance SectorNASDAQ Exchange
Market Cap$24.52B$6.74B$10.83B$7.42B
Dividend Yield2.03%7.51%5.83%4.32%
P/E Ratio35.9457.5521.6217.75
Price / Sales9.156.5425.4993.57
Price / Cash16.2917.3217.6234.64
Price / Book-4.761.612.573.97
Net Income$501.81M$177.71M$1.03B$247.37M
7 Day Performance7.40%-0.39%0.24%1.02%
1 Month Performance4.40%-8.20%-3.46%-6.65%
1 Year Performance16.81%4.61%534.46%0.06%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SBAC
SBA Communications
4.6511 of 5 stars
$225.67
+0.4%
$251.92
+11.6%
+12.5%$24.29B$2.68B35.591,830Positive News
CCI
Crown Castle
3.8231 of 5 stars
$98.06
-2.9%
$110.00
+12.2%
+5.1%$42.70B$6.57B34.775,000Positive News
USM
United States Cellular
2.931 of 5 stars
$63.46
-1.6%
$86.33
+36.0%
+92.4%$5.39B$3.77B-176.274,300Positive News
Gap Down
TDS
Telephone and Data Systems
2.623 of 5 stars
$35.23
-1.2%
$53.50
+51.9%
+140.3%$4.02B$4.96B-6.528,800Short Interest ↑
Positive News
BB
BlackBerry
2.0918 of 5 stars
$2.95
-2.1%
$4.12
+39.8%
+17.3%$1.76B$638M-13.392,647Gap Down
SHEN
Shenandoah Telecommunications
3.5767 of 5 stars
$12.06
-2.3%
$26.00
+115.6%
-14.6%$661.56M$328.06M3.18840High Trading Volume
SPOK
Spok
3.4601 of 5 stars
$15.24
-2.0%
$20.00
+31.2%
+3.4%$311.19M$137.65M20.88380Positive News
High Trading Volume
WELL
Welltower
4.3627 of 5 stars
$138.42
-3.4%
$156.46
+13.0%
+64.4%$89.76B$7.85B88.73510Short Interest ↓
Positive News
PLD
Prologis
4.8517 of 5 stars
$94.42
-3.9%
$126.78
+34.3%
-15.0%$87.52B$8.20B23.602,470News Coverage
Positive News
High Trading Volume
EQIX
Equinix
4.8809 of 5 stars
$747.74
-2.4%
$1,007.59
+34.8%
+5.8%$72.78B$8.75B87.4513,606Positive News
PSA
Public Storage
4.4715 of 5 stars
$275.70
-3.1%
$338.73
+22.9%
+8.7%$48.36B$4.70B28.636,200Positive News
Remove Ads

Related Companies and Tools


This page (NASDAQ:SBAC) was last updated on 4/16/2025 by MarketBeat.com Staff
From Our Partners