SBA Communications Corporation (SBAC) vs Weyerhaeuser Company (WY)

SBA Communications Corporation and Weyerhaeuser Company are both Reit Specialty companies. SBA Communications Corporation is the larger, with a market value of $17.6B against $14.6B — 1.2× the size. SBA Communications Corporation trades at the lower P/E: 17.8× against 30.3×. SBA Communications Corporation grew revenue faster over the last twelve months: 5.36% against −2.62%. SBA Communications Corporation has the higher net margin (34.5% vs 6.89%) and the higher return on invested capital (11.0% vs 3.67%). Both pay a dividend; Weyerhaeuser Company yields more (2.65% vs 1.59%). Across the 21 metrics below, SBA Communications Corporation leads on 14 and Weyerhaeuser Company on 7.

Valuation

Metric SBAC WY Reit Specialty median
P/E 17.85 30.35 26.27
P/S 6.14 2.11 5.86
P/B n/m 1.53 2.19
Price to free cash flow 13.09 n/m 14.62
EV/EBITDA 17.55 14.29 16.22
EV/Sales 10.45 2.82 8.93
Earnings yield 5.60% 3.30% 3.43%
Free cash flow yield 7.64% (0.98%) 5.37%

Profitability

Metric SBAC WY Reit Specialty median
Gross margin 75.18% 14.51% 67.43%
Operating margin 47.65% 12.32% 21.38%
Net margin 34.51% 6.89% 16.14%
Free cash flow margin 46.89% (2.06%) 31.07%
Return on equity (20.71%) 4.97% 4.76%
Return on assets 8.80% 2.86% 3.29%
Return on invested capital 11.04% 3.67% 4.19%

Growth

Metric SBAC WY Reit Specialty median
Revenue growth (TTM) 5.36% (2.62%) 5.36%
EPS growth (last fiscal year) 41.21% (16.67%) —
Revenue growth, 5-year CAGR 6.21% (1.72%) 6.70%
Net income growth, 5-year CAGR 112.87% (16.47%) 0.00%

Health

Metric SBAC WY Reit Specialty median
Debt to equity (2.75) 0.57 0.62
Current ratio 0.17 1.82 0.70
Net debt to EBITDA 7.52 4.12 4.47

Dividend

Metric SBAC WY Reit Specialty median
Dividend yield 1.59% 2.65% 3.88%
Payout ratio 0.67 0.77 1.14

Size

Metric SBAC WY Reit Specialty median
Market cap 17.62b 14.62b 8.48b

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