American Tower Corporation (AMT) vs SBA Communications Corporation (SBAC)
American Tower Corporation and SBA Communications Corporation are both Reit Specialty companies. American Tower Corporation is the larger, with a market value of $78.0B against $17.6B — 4.4× the size. SBA Communications Corporation trades at the lower P/E: 17.8× against 23.2×. American Tower Corporation grew revenue faster over the last twelve months: 6.65% against 5.36%. SBA Communications Corporation has the higher net margin (34.5% vs 31.1%) and the higher return on invested capital (11.0% vs 6.73%). Both pay a dividend; American Tower Corporation yields more (3.31% vs 1.59%). Across the 22 metrics below, SBA Communications Corporation leads on 15 and American Tower Corporation on 7.
Valuation
Profitability
| Metric | AMT | SBAC | Reit Specialty median |
|---|---|---|---|
| Gross margin | 73.77% | 75.18% | 67.43% |
| Operating margin | 44.80% | 47.65% | 21.38% |
| Net margin | 31.08% | 34.51% | 16.14% |
| Free cash flow margin | 36.19% | 46.89% | 31.07% |
| Return on equity | 32.81% | (20.71%) | 4.76% |
| Return on assets | 5.35% | 8.80% | 3.29% |
| Return on invested capital | 6.73% | 11.04% | 4.19% |
Growth
Health
Dividend
Size
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