DLR vs SBAC
DLR: Global REIT operating 310+ data centers across six continents, leveraging data gravity trends to capture cloud infrastructure and digital transformation demand. SBAC: Leading independent owner and operator of 46,000+ wireless communications towers across the US, Central America, South America, and Africa, generating recurring lease revenue from multiple wireless service providers per site.
Side-by-side fundamentals
| Metric | DLR | SBAC | Edge |
|---|---|---|---|
| Price as of 2026-07-09 close | $179.33 | $182.48 | |
| Market cap as of 2026-07-10 | $64.0B | $19.4B | |
| P/E as of 2026-07-10 | 46.47 | 19.08 | SBAC lower |
| PEG as of 2026-07-10 | -3.68 | 2.49 | DLR lower |
| Net margin as of 2026-07-10 | +21.7% | +35.7% | SBAC higher |
| Gross margin as of 2026-07-10 | +58.1% | +75.2% | SBAC higher |
| Operating margin as of 2026-07-10 | +11.4% | +47.3% | SBAC higher |
| ROE as of 2026-07-10 | +6.0% | -1.7% | DLR higher |
| ROA as of 2026-07-10 | +2.8% | +9.0% | SBAC higher |
| Debt / equity as of 2026-07-10 | 0.77 | 43.14 | DLR lower |
| Revenue growth (YoY) as of 2026-07-10 | +12.6% | +6.3% | DLR higher |
| Revenue CAGR (3y) SEC XBRL | +9.2% | +2.2% | DLR higher |
| Dividend yield as of 2026-07-10 | +2.8% | +2.7% | DLR higher |
| Beta as of 2026-07-10 | 1.06 | 0.99 | |
| 1-year return as of 2026-07-09 close | +4.8% | -22.1% | DLR higher |
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.