SBA Communications vs Starwood Property Trust
SBAC and STWD side by side, both in miscellaneous investing. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How SBAC and STWD compare
SBA Communications is the larger company, worth 4.4 times as much as Starwood Property Trust ($19.9B against $4.5B).
On earnings, SBA Communications is cheaper: it trades at 20.2× trailing earnings, against 20.7× for Starwood Property Trust.
Starwood Property Trust grew revenue faster over the last twelve months (11.8% 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 11.4% at Starwood Property Trust.
Both pay dividends: SBA Communications yields 2.6% and Starwood Property Trust 15.7%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | SBAC | STWD |
|---|---|---|
| Size and price | ||
| Market cap | $19.9B | $4.5B |
| Share price | $187.15 | $12.20 |
| Change, 1 year | −1.7% | −33.2% |
| Change, 5 years | −45.6% | −53.1% |
| Beta (5Y) | 0.72 | 0.89 |
| Employees | 1,844 | 324 |
| StockData Score | ||
| Total score | 14 | 14 |
| Valuation score | 4 (better) | 3 |
| Growth score | 3 (better) | 1 |
| Performance score | 4 (better) | 2 |
| Health score | 0 | 4 (better) |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 20.2× (better) | 20.7× |
| P/S | 6.9× | 2.2× (better) |
| P/B | – | 0.7× |
| EV/EBITDA | 19.1× | 10.5× (better) |
| P/FCF | 19.2× | – |
| PEG | 0.62 | – |
| FCF yield | 5.2% | – |
| Fair value | $223.12 | $13.17 |
| Margin of safety | 16.1% (better) | 7.4% |
| Growth | ||
| Revenue growth (TTM) | 5.4% | 11.8% (better) |
| Revenue growth, 5Y average | 6.2% | 10.2% (better) |
| Net income growth (TTM) | 12.7% (better) | −38.4% |
| EPS growth (TTM) | 14.0% (better) | −45.9% |
| EPS growth, 5Y average | 116% (better) | −0.17% |
| Profitability | ||
| Gross margin | 75.2% | – |
| Operating margin | 47.6% | – |
| Net margin | 34.5% (better) | 11.4% |
| FCF margin | 36.1% | – |
| Return on equity | – | 3.5% |
| Return on invested capital | 15.2% | – |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Net debt / EBITDA | 7.33 | – |
| Current ratio | 0.17 | – |
| Altman Z-score | 0.14 (better) | 0.08 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 2.6% | 15.7% (better) |
| Payout ratio | 51.0% | 307% |
| Years of dividend growth | – | 0 |
| Dividend growth, 5Y average | – | 0.00% |
| Buyback yield | – | −11.9% |
| Shareholder yield | 2.6% | 3.8% (better) |
| Ownership | ||
| Held by institutions | 98.9% | 50.3% |
| Held by insiders | 0.63% | 5.8% |
| Insider net buying, 12 months | −$54.8K (better) | −$120K |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 3.1% | 6.7% |
Go deeper
- SBAC stock overview
- SBAC income statement
- SBAC valuation and score
- STWD stock overview
- STWD income statement
- STWD valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.