MetaCap

SBA Communications (SBAC) vs Sun Communities (SUI)

Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.

Summary

SBA Communications (SBAC) has outperformed Sun Communities (SUI) over the past year, losing 9.6% versus a loss of 12.2%. Over five years, SUI leads with a -43.1% price change compared with -47.9% for SBAC. SBA Communications is the larger company by market cap ($17.83 billion vs $14.03 billion), about 1.3 times the size.

On valuation, SBA Communications trades at a lower forward P/E (20.5x vs 34.7x for Sun Communities). Sun Communities offers the higher dividend yield (3.89% vs 2.81%). Sun Communities converts more of its revenue into profit, with a net margin of 61.3% versus 37.4%.

Summary generated from market data by MetaCap's automated system. Methodology

Relative performance

SBAC-9.63%SUI-12.18%
+20%+1%-18%
Oct 7, 20251 yearOct 7, 2026
SBAC-48.35%SUI-40.95%
+21%-17%-55%
Oct 4, 20215 yearsOct 5, 2026

Percent change in share price from the first common trading day shown; excludes dividends.

Head-to-head

SBAC versus SUI key metrics
MetricSBACSUI
Share price$168.03$111.04
Market cap$17.83B$14.03B
1-day change-1.38%+0.23%
YTD return-11.92%-10.59%
1-year return-9.63%-12.18%
5-year return-47.88%-43.11%
P/E ratio (TTM)18.1384.12
Forward P/E20.5434.65
EPS (TTM)$9.27$1.32
Dividend yield2.81%3.89%
Annual dividend$4.72$4.32
Revenue (latest FY)$2.82B$2.31B
Revenue growth (YoY)+5.06%+2.02%
Net income (latest FY)$1.05B$1.41B
Gross margin75.46%—
Operating margin47.70%—
Net margin37.43%61.31%
52-week high$224.46$137.85
52-week low$156.60$109.77
Distance from 52-week high-25.14%-19.45%
Analyst consensusbuybuy
Avg. price target upside+34.62%+24.09%
Average volume963.51K1.68M
Shares outstanding106.09M121.80M
Employees1,8443,607
SectorReal EstateReal Estate
IndustryReal Estate Investment TrustsReal 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

  • Sun Communities trades at a higher earnings multiple (84.1x vs 18.1x trailing P/E).
  • Sun Communities offers a meaningfully higher dividend yield (3.89% vs 2.81%).
  • Sun Communities is more profitable, keeping 61.3 cents of every revenue dollar as net income versus 37.4 cents for SBA Communications.

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

About Sun Communities

SUI stock →

Sun Communities, Inc. became a publicly owned corporation in December 1993.

Real Estate · Real Estate Investment Trusts · 3,607 employees

SBAC vs SUI FAQ

Which is bigger, SBA Communications or Sun Communities?

SBA Communications (SBAC) is larger, with a market capitalization of $17.83B compared with $14.03B for Sun Communities (SUI).

Which stock has performed better over the past year, SBAC or SUI?

SBAC returned -9.63% over the past 12 months, compared with -12.18% for SUI (price return, excluding dividends). Past performance does not predict future results.

Which has the lower P/E ratio, SBAC or SUI?

SBAC has the lower trailing P/E at 18.1, versus 84.1 for SUI. 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, SBA Communications or Sun Communities?

Sun Communities has the higher yield at 3.89%, compared with 2.81% for SBA Communications.

Are SBA Communications and Sun Communities in the same industry?

Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.

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