Kimco Realty (HC) (KIM) vs SBA Communications (SBAC)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Kimco Realty (HC) (KIM) has outperformed SBA Communications (SBAC) over the past year, gaining 3.8% versus a loss of 9.4%. Over five years, KIM leads with a -1.9% price change compared with -48.0% for SBAC. SBA Communications is the larger company by market cap ($18.04 billion vs $14.82 billion), about 1.2 times the size, while Kimco Realty (HC) is growing revenue faster (+5.1% vs +5.1%).
On valuation, SBA Communications trades at a lower forward P/E (20.8x vs 24.5x for Kimco Realty (HC)). Kimco Realty (HC) offers the higher dividend yield (4.66% vs 2.78%). SBA Communications converts more of its revenue into profit, with a net margin of 37.4% versus 27.3%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | KIM | SBAC |
|---|---|---|
| Share price | $22.09 | $170.01 |
| Market cap | $14.82B | $18.04B |
| 1-day change | +1.10% | -0.22% |
| YTD return | +8.98% | -12.11% |
| 1-year return | +3.76% | -9.38% |
| 5-year return | -1.87% | -47.99% |
| P/E ratio (TTM) | 25.99 | 18.34 |
| Forward P/E | 24.54 | 20.78 |
| EPS (TTM) | $0.85 | $9.27 |
| Dividend yield | 4.66% | 2.78% |
| Annual dividend | $1.03 | $4.72 |
| Revenue (latest FY) | $2.14B | $2.82B |
| Revenue growth (YoY) | +5.06% | +5.06% |
| Net income (latest FY) | $584.74M | $1.05B |
| Gross margin | — | 75.46% |
| Operating margin | 36.02% | 47.70% |
| Net margin | 27.32% | 37.43% |
| 52-week high | $26.65 | $224.46 |
| 52-week low | $19.76 | $156.60 |
| Distance from 52-week high | -17.11% | -24.26% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +20.87% | +33.05% |
| Average volume | 4.80M | 963.38K |
| Shares outstanding | 670.79M | 106.09M |
| Employees | 710 | 1,844 |
| Sector | Real Estate | Real Estate |
| Industry | Real Estate Investment Trusts | Real Estate Investment Trusts |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- KIM has outperformed SBAC by 13.1 percentage points over the past year.
- Kimco Realty (HC) trades at a higher earnings multiple (26.0x vs 18.3x trailing P/E).
- Kimco Realty (HC) offers a meaningfully higher dividend yield (4.66% vs 2.78%).
- SBA Communications is more profitable, keeping 37.4 cents of every revenue dollar as net income versus 27.3 cents for Kimco Realty (HC).
About Kimco Realty (HC)
KIM stock →Kimco Realty is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The company's portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and Sun Belt cities.
Real Estate · Real Estate Investment Trusts · 710 employees
About SBA Communications
SBAC stock →SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure, including tower structures, rooftops and other structures that support antennas used for wireless communications. In our site leasing business, we lease space to wireless service providers and other customers on assets we own or operate, and manage rooftop and tower sites for property owners under various contractual arrangements.
Real Estate · Real Estate Investment Trusts · 1,844 employees
KIM vs SBAC FAQ
Which is bigger, Kimco Realty (HC) or SBA Communications?
SBA Communications (SBAC) is larger, with a market capitalization of $18.04B compared with $14.82B for Kimco Realty (HC) (KIM).
Which stock has performed better over the past year, KIM or SBAC?
KIM returned +3.76% over the past 12 months, compared with -9.38% for SBAC (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, KIM or SBAC?
SBAC has the lower trailing P/E at 18.3, versus 26.0 for KIM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Kimco Realty (HC) or SBA Communications?
Kimco Realty (HC) has the higher yield at 4.66%, compared with 2.78% for SBA Communications.
Are Kimco Realty (HC) and SBA Communications in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.