SBA Communications (SBAC) vs Weyerhaeuser (WY)
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 Weyerhaeuser (WY) over the past year, losing 9.6% versus a loss of 24.0%. Over five years, SBAC leads with a -47.9% price change compared with -50.1% for WY. SBA Communications is the larger company by market cap ($17.94 billion vs $13.73 billion), about 1.3 times the size.
On valuation, SBA Communications trades at a lower forward P/E (20.7x vs 30.0x for Weyerhaeuser). Weyerhaeuser offers the higher dividend yield (4.41% vs 2.79%). SBA Communications converts more of its revenue into profit, with a net margin of 37.4% versus 4.7%.
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 | SBAC | WY |
|---|---|---|
| Share price | $169.15 | $19.06 |
| Market cap | $17.94B | $13.73B |
| 1-day change | -0.72% | +2.61% |
| YTD return | -11.92% | -21.61% |
| 1-year return | -9.63% | -23.96% |
| 5-year return | -47.88% | -50.13% |
| P/E ratio (TTM) | 18.25 | 29.32 |
| Forward P/E | 20.68 | 30.05 |
| EPS (TTM) | $9.27 | $0.65 |
| Dividend yield | 2.79% | 4.41% |
| Annual dividend | $4.72 | $0.84 |
| Revenue (latest FY) | $2.82B | $6.91B |
| Revenue growth (YoY) | +5.06% | -3.07% |
| Net income (latest FY) | $1.05B | $324.00M |
| Gross margin | 75.46% | 14.84% |
| Operating margin | 47.70% | 10.59% |
| Net margin | 37.43% | 4.69% |
| 52-week high | $224.46 | $27.75 |
| 52-week low | $156.60 | $18.26 |
| Distance from 52-week high | -24.64% | -31.33% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +33.73% | +56.97% |
| Average volume | 963.51K | 6.08M |
| Shares outstanding | 106.09M | 720.74M |
| Employees | 1,844 | 9,500 |
| 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
- SBAC has outperformed WY by 14.3 percentage points over the past year.
- Weyerhaeuser trades at a higher earnings multiple (29.3x vs 18.2x trailing P/E).
- Weyerhaeuser offers a meaningfully higher dividend yield (4.41% vs 2.79%).
- SBA Communications is more profitable, keeping 37.4 cents of every revenue dollar as net income versus 4.7 cents for Weyerhaeuser.
- SBA Communications grew revenue faster in its latest fiscal year (+5.06% vs -3.07%).
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 Weyerhaeuser
WY stock →Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls more than 10 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards.
Real Estate · Real Estate Investment Trusts · 9,500 employees
SBAC vs WY FAQ
Which is bigger, SBA Communications or Weyerhaeuser?
SBA Communications (SBAC) is larger, with a market capitalization of $17.94B compared with $13.73B for Weyerhaeuser (WY).
Which stock has performed better over the past year, SBAC or WY?
SBAC returned -9.63% over the past 12 months, compared with -23.96% for WY (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, SBAC or WY?
SBAC has the lower trailing P/E at 18.2, versus 29.3 for WY. 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 Weyerhaeuser?
Weyerhaeuser has the higher yield at 4.41%, compared with 2.79% for SBA Communications.
Are SBA Communications and Weyerhaeuser in the same industry?
Yes. Both are classified in the Real Estate Investment Trusts industry within the Real Estate sector.