OUTFRONT Media vs SBA Communications
OUT 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 OUT and SBAC compare
SBA Communications is the larger company, worth 3.5 times as much as OUTFRONT Media ($19.9B against $5.6B).
On earnings, SBA Communications is cheaper: it trades at 20.2× trailing earnings, against 23.0× for OUTFRONT Media.
OUTFRONT Media grew revenue faster over the last twelve months (7.6% 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 12.7% at OUTFRONT Media.
Both pay dividends: OUTFRONT Media yields 3.8% and SBA Communications 2.6%.
SBA Communications scores higher on the StockData Score (14 against 9 for OUTFRONT Media), 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 | OUT | SBAC |
|---|---|---|
| Size and price | ||
| Market cap | $5.6B | $19.9B |
| Share price | $32.00 | $187.15 |
| Change, 1 year | 87.4% | −1.7% |
| Change, 5 years | 10.0% | −45.6% |
| Beta (5Y) | 1.48 | 0.72 |
| Employees | 1,986 | 1,844 |
| StockData Score | ||
| Total score | 9 | 14 (better) |
| Valuation score | 1 | 4 (better) |
| Growth score | 1 | 3 (better) |
| Performance score | 4 | 4 |
| Health score | 0 | 0 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 23.0× | 20.2× (better) |
| P/S | 2.9× (better) | 6.9× |
| P/B | 8.1× | – |
| EV/EBITDA | 14.8× (better) | 19.1× |
| P/FCF | 18.6× (better) | 19.2× |
| PEG | – | 0.62 |
| FCF yield | 5.4% (better) | 5.2% |
| Fair value | $24.93 | $223.12 |
| Margin of safety | −28.3% | 16.1% (better) |
| Growth | ||
| Revenue growth (TTM) | 7.6% (better) | 5.4% |
| Revenue growth, 5Y average | 8.2% (better) | 6.2% |
| Net income growth (TTM) | 128% (better) | 12.7% |
| EPS growth (TTM) | 136% (better) | 14.0% |
| EPS growth, 5Y average | – | 116% |
| Profitability | ||
| Gross margin | – | 75.2% |
| Operating margin | 20.5% | 47.6% (better) |
| Net margin | 12.7% | 34.5% (better) |
| FCF margin | 15.7% | 36.1% (better) |
| Return on equity | 39.7% | – |
| Return on invested capital | 12.5% | 15.2% (better) |
| Financial health | ||
| Debt / equity | 3.65 | – |
| Net debt / EBITDA | 4.55 (better) | 7.33 |
| Current ratio | 0.67 (better) | 0.17 |
| Altman Z-score | 0.80 (better) | 0.14 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 3.8% (better) | 2.6% |
| Payout ratio | 86.4% | 51.0% |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 25.9% | – |
| Shareholder yield | 3.8% (better) | 2.6% |
| Ownership | ||
| Held by institutions | 104% | 98.9% |
| Held by insiders | 19.2% | 0.63% |
| Insider net buying, 12 months | −$4.3M | −$54.8K (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 6.8% | 3.1% |
Go deeper
- OUT stock overview
- OUT income statement
- OUT 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.