American Tower vs SBA Communications
AMT and SBAC side by side, both in miscellaneous investing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How AMT and SBAC compare
American Tower is the larger company, worth 4.4 times as much as SBA Communications ($87.5B against $19.9B).
On earnings, SBA Communications is cheaper: it trades at 20.2× trailing earnings, against 25.8× for American Tower.
American Tower grew revenue faster over the last twelve months (6.6% versus 5.4% for SBA Communications).
Both pay dividends: American Tower yields 3.8% and SBA Communications 2.6%.
SBA Communications scores higher on the StockData Score (14 against 7 for American Tower), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | AMT | SBAC |
|---|---|---|
| Size and price | ||
| Market cap | $87.5B | $19.9B |
| Share price | $187.78 | $187.15 |
| Change, 1 year | 4.9% | −1.7% |
| Change, 5 years | −32.4% | −45.6% |
| Beta (5Y) | 0.59 | 0.72 |
| Employees | 4,866 | 1,844 |
| StockData Score | ||
| Total score | 7 | 14 (better) |
| Valuation score | 2 | 4 (better) |
| Growth score | 2 | 3 (better) |
| Performance score | 1 | 4 (better) |
| Health score | 0 | 0 |
| Dividend score | 2 | 3 (better) |
| Valuation | ||
| P/E | 25.8× | 20.2× (better) |
| P/S | 8.0× | 6.9× (better) |
| P/B | 23.5× | – |
| EV/EBITDA | 18.6× (better) | 19.1× |
| P/FCF | 22.1× | 19.2× (better) |
| PEG | 2.11 | 0.62 (better) |
| FCF yield | 4.5% | 5.2% (better) |
| Fair value | $184.63 | $223.12 |
| Margin of safety | −1.7% | 16.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 6.6% (better) | 5.4% |
| Revenue growth, 5Y average | 5.8% | 6.2% (better) |
| Net income growth (TTM) | – | 12.7% |
| EPS growth (TTM) | 164% (better) | 14.0% |
| EPS growth, 5Y average | 7.3% | 116% (better) |
| Profitability | ||
| Gross margin | – | 75.2% |
| Operating margin | 44.8% | 47.6% (better) |
| Net margin | – | 34.5% |
| FCF margin | 36.2% (better) | 36.1% |
| Return on invested capital | 11.2% | 15.2% (better) |
| Financial health | ||
| Debt / equity | 10.00 | – |
| Net debt / EBITDA | 5.08 (better) | 7.33 |
| Interest coverage | 3.5× | – |
| Current ratio | 0.35 (better) | 0.17 |
| Altman Z-score | 1.20 (better) | 0.14 |
| Piotroski F-score | – | 6 |
| Dividends and buybacks | ||
| Dividend yield | 3.8% (better) | 2.6% |
| Payout ratio | – | 51.0% |
| Years of dividend growth | 3 | – |
| Shareholder yield | 3.8% (better) | 2.6% |
| Ownership | ||
| Held by institutions | 94.5% | 98.9% |
| Held by insiders | 0.09% | 0.63% |
| Insider net buying, 12 months | −$22.2M | −$54.8K (better) |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 1.6% | 3.1% |
Go deeper
- AMT stock overview
- AMT income statement
- AMT valuation and score
- SBAC stock overview
- SBAC income statement
- SBAC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.