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 3.4 times as much as OUTFRONT Media ($20.1B against $5.9B).
On earnings, SBA Communications is cheaper: it trades at 20.4× trailing earnings, against 23.0× for OUTFRONT Media.
OUTFRONT Media grew revenue faster over the last twelve months (9.1% versus 2.3% for SBA Communications).
SBA Communications keeps more of each dollar of sales as profit, with a net margin of 34.5% compared with 13.1% at OUTFRONT Media.
Both pay dividends: OUTFRONT Media yields 3.7% and SBA Communications 2.6%.
SBA Communications scores higher on the StockData Score (13 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 | $5.9B | $20.1B |
| Share price | $33.54 | $189.35 |
| Change, 1 year | 56.2% | −6.1% |
| Change, 5 years | 20.4% | −45.1% |
| Beta (5Y) | 1.48 | 0.71 |
| Employees | 1,986 | 1,844 |
| StockData Score | ||
| Total score | 9 | 13 (better) |
| Valuation score | 1 | 4 (better) |
| Growth score | 1 | 2 (better) |
| Performance score | 4 | 4 |
| Health score | 0 | 0 |
| Dividend score | 3 | 3 |
| Valuation | ||
| P/E | 23.0× | 20.4× (better) |
| P/S | 3.0× (better) | 7.0× |
| P/B | 8.4× | – |
| EV/EBITDA | 15.0× (better) | 19.3× |
| P/FCF | 17.2× (better) | 19.1× |
| PEG | – | 0.63 |
| FCF yield | 5.8% (better) | 5.2% |
| Fair value | $25.74 | $219.66 |
| Margin of safety | −30.3% | 13.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 9.1% (better) | 2.3% |
| Revenue growth, 5Y average | 8.2% (better) | 6.2% |
| Net income growth (TTM) | 108% (better) | 15.0% |
| EPS growth (TTM) | 115% (better) | 16.8% |
| EPS growth, 5Y average | – | 116% |
| Profitability | ||
| Gross margin | – | 75.7% |
| Operating margin | 20.7% | 47.7% (better) |
| Net margin | 13.1% | 34.5% (better) |
| FCF margin | 17.4% | 36.9% (better) |
| Return on equity | 41.4% | – |
| Return on invested capital | 13.0% | 15.5% (better) |
| Financial health | ||
| Debt / equity | 3.59 | – |
| Net debt / EBITDA | 4.39 (better) | 7.37 |
| Current ratio | 0.72 (better) | 0.20 |
| Altman Z-score | 0.86 (better) | 0.12 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 3.7% (better) | 2.6% |
| Payout ratio | 84.0% | 52.5% |
| Years of dividend growth | 0 | – |
| Dividend growth, 5Y average | 25.9% | – |
| Shareholder yield | 3.7% (better) | 2.6% |
| Ownership | ||
| Held by institutions | 104% | 98.9% |
| Held by insiders | 15.8% | 0.63% |
| Insider net buying, 12 months | −$4.3M | −$54.8K (better) |
| Superinvestors holding | 1 | 1 |
| Short interest, % of float | 5.2% | 3.2% |
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.