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SBA Communications (SBAC) Competitors

$196.68
+3.48 (+1.80%)
(As of 05/31/2024 ET)

SBAC vs. ARE, EQR, AVB, CCI, USM, TDS, BB, SHEN, SPOK, and DLR

Should you be buying SBA Communications stock or one of its competitors? The main competitors of SBA Communications include Alexandria Real Estate Equities (ARE), Equity Residential (EQR), AvalonBay Communities (AVB), Crown Castle (CCI), United States Cellular (USM), Telephone and Data Systems (TDS), BlackBerry (BB), Shenandoah Telecommunications (SHEN), Spok (SPOK), and Digital Realty Trust (DLR).

SBA Communications vs.

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

SBA Communications received 335 more outperform votes than Alexandria Real Estate Equities when rated by MarketBeat users. Likewise, 67.39% of users gave SBA Communications an outperform vote while only 64.97% of users gave Alexandria Real Estate Equities an outperform vote.

CompanyUnderperformOutperform
SBA CommunicationsOutperform Votes
806
67.39%
Underperform Votes
390
32.61%
Alexandria Real Estate EquitiesOutperform Votes
471
64.97%
Underperform Votes
254
35.03%

SBA Communications has higher earnings, but lower revenue 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
SBA Communications$2.69B7.84$501.81M$5.1038.56
Alexandria Real Estate Equities$2.89B7.21$103.64M$1.07111.22

SBA Communications currently has a consensus target price of $252.17, suggesting a potential upside of 28.21%. Alexandria Real Estate Equities has a consensus target price of $136.75, suggesting a potential upside of 14.92%. Given SBA Communications' stronger consensus rating and higher possible upside, equities research 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
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
0 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.88

In the previous week, SBA Communications had 4 more articles in the media than Alexandria Real Estate Equities. MarketBeat recorded 11 mentions for SBA Communications and 7 mentions for Alexandria Real Estate Equities. Alexandria Real Estate Equities' average media sentiment score of 1.11 beat SBA Communications' score of 0.77 indicating that Alexandria Real Estate Equities is being referred to more favorably in the news media.

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

97.3% of SBA Communications shares are owned by institutional investors. Comparatively, 96.5% of Alexandria Real Estate Equities shares are owned by institutional investors. 1.3% of SBA Communications shares are owned by company insiders. Comparatively, 1.2% of Alexandria Real Estate Equities shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

SBA Communications has a net margin of 20.61% compared to Alexandria Real Estate Equities' net margin of 6.65%. Alexandria Real Estate Equities' return on equity of 0.87% beat SBA Communications' return on equity.

Company Net Margins Return on Equity Return on Assets
SBA Communications20.61% -10.75% 5.40%
Alexandria Real Estate Equities 6.65%0.87%0.53%

SBA Communications has a beta of 0.59, meaning that its stock price is 41% less volatile than the S&P 500. Comparatively, Alexandria Real Estate Equities has a beta of 1.07, meaning that its stock price is 7% more volatile than the S&P 500.

SBA Communications pays an annual dividend of $3.92 per share and has a dividend yield of 2.0%. Alexandria Real Estate Equities pays an annual dividend of $5.08 per share and has a dividend yield of 4.3%. 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. 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.

Summary

SBA Communications beats Alexandria Real Estate Equities on 15 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$21.13B$6.61B$9.72B$7.96B
Dividend Yield2.10%7.04%5.96%4.01%
P/E Ratio38.5637.2945.5118.57
Price / Sales7.846.75109.7891.65
Price / Cash14.9816.1916.4131.51
Price / Book-4.059.223.304.59
Net Income$501.81M$151.15M$1.01B$213.90M
7 Day Performance4.57%1.14%0.39%0.87%
1 Month Performance4.00%2.36%3.04%3.60%
1 Year Performance-10.88%2.67%17.32%7.91%

SBA Communications Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
ARE
Alexandria Real Estate Equities
4.4238 of 5 stars
$119.05
+2.4%
$136.75
+14.9%
+5.9%$20.82B$2.89B111.26568Short Interest ↓
Positive News
High Trading Volume
EQR
Equity Residential
4.514 of 5 stars
$65.03
+1.8%
$68.41
+5.2%
+5.6%$24.25B$2.87B26.982,400Analyst Forecast
Short Interest ↓
News Coverage
High Trading Volume
AVB
AvalonBay Communities
4.4768 of 5 stars
$192.83
+1.5%
$204.89
+6.3%
+9.0%$27.42B$2.77B28.693,039Analyst Forecast
Short Interest ↓
News Coverage
Positive News
CCI
Crown Castle
4.0392 of 5 stars
$102.57
+3.0%
$112.64
+9.8%
-8.6%$43.29B$6.98B32.054,700Short Interest ↑
Positive News
USM
United States Cellular
1.7539 of 5 stars
$55.55
+9.5%
$58.75
+5.8%
+289.7%$4.31B$3.91B82.914,300Analyst Forecast
TDS
Telephone and Data Systems
3.4845 of 5 stars
$19.90
+8.7%
$25.00
+25.6%
+201.8%$2.07B$5.16B-4.098,800Dividend Cut
Analyst Forecast
Short Interest ↑
BB
BlackBerry
1.3459 of 5 stars
$2.80
+0.4%
$4.08
+45.8%
-48.1%$1.65B$853M-11.672,647Options Volume
SHEN
Shenandoah Telecommunications
3.3022 of 5 stars
$18.81
+3.1%
$25.00
+32.9%
-0.9%$994.94M$287.38M4.34845Short Interest ↑
SPOK
Spok
1.6241 of 5 stars
$15.21
+1.6%
N/A+27.3%$303.08M$139.02M18.33392Analyst Upgrade
DLR
Digital Realty Trust
4.2348 of 5 stars
$145.34
+0.9%
$143.71
-1.1%
+38.7%$45.00B$5.48B40.373,664Analyst Forecast
Positive News

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This page (NASDAQ:SBAC) was last updated on 6/2/2024 by MarketBeat.com Staff

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