Digital Realty Trust vs SBA Communications
DLR 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 DLR and SBAC compare
Digital Realty Trust is the larger company, worth 3.4 times as much as SBA Communications ($66.9B against $19.9B).
On earnings, SBA Communications is cheaper: it trades at 20.2× trailing earnings, against 47.6× for Digital Realty Trust.
Digital Realty Trust grew revenue faster over the last twelve months (12.6% versus 5.4% for SBA Communications).
SBA Communications keeps more of each dollar of sales as profit, with a net margin of 34.5% compared with 21.7% at Digital Realty Trust.
Both pay dividends: Digital Realty Trust yields 2.7% and SBA Communications 2.6%.
SBA Communications scores higher on the StockData Score (14 against 10 for Digital Realty Trust), 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 | DLR | SBAC |
|---|---|---|
| Size and price | ||
| Market cap | $66.9B | $19.9B |
| Share price | $180.70 | $187.15 |
| Change, 1 year | 8.1% | −1.7% |
| Change, 5 years | 16.2% | −45.6% |
| Beta (5Y) | 0.90 | 0.72 |
| Employees | 4,282 | 1,844 |
| StockData Score | ||
| Total score | 10 | 14 (better) |
| Valuation score | 1 | 4 (better) |
| Growth score | 4 (better) | 3 |
| Performance score | 4 | 4 |
| Health score | 0 | 0 |
| Dividend score | 1 | 3 (better) |
| Valuation | ||
| P/E | 47.6× | 20.2× (better) |
| P/S | 10.5× | 6.9× (better) |
| P/B | 2.9× | – |
| EV/EBITDA | 24.2× | 19.1× (better) |
| P/FCF | – | 19.2× |
| PEG | 1.00 | 0.62 (better) |
| FCF yield | – | 5.2% |
| Fair value | $117.73 | $223.12 |
| Margin of safety | −53.5% | 16.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 12.6% (better) | 5.4% |
| Revenue growth, 5Y average | 9.4% (better) | 6.2% |
| Net income growth (TTM) | 220% (better) | 12.7% |
| EPS growth (TTM) | 249% (better) | 14.0% |
| EPS growth, 5Y average | 29.1% | 116% (better) |
| Profitability | ||
| Gross margin | – | 75.2% |
| Operating margin | 11.5% | 47.6% (better) |
| Net margin | 21.7% | 34.5% (better) |
| FCF margin | – | 36.1% |
| Return on equity | 6.2% | – |
| Return on invested capital | 2.9% | 15.2% (better) |
| Financial health | ||
| Net debt / EBITDA | – | 7.33 |
| Interest coverage | 1.6× | – |
| Current ratio | – | 0.17 |
| Altman Z-score | 1.69 (better) | 0.14 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 2.7% (better) | 2.6% |
| Payout ratio | 127% | 51.0% |
| Shareholder yield | 2.7% (better) | 2.6% |
| Ownership | ||
| Held by institutions | 102% | 98.9% |
| Held by insiders | 0.03% | 0.63% |
| Insider net buying, 12 months | −$695K | −$54.8K (better) |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 2.4% | 3.1% |
Go deeper
- DLR stock overview
- DLR income statement
- DLR 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.