SBAC vs WELL
SBAC: SBA Communications is a global owner and operator of wireless infrastructure that generates recurring, long-term revenue by leasing antenna space on its multi-tenant towers to mobile carriers. WELL: Welltower is a premier healthcare real estate investment trust providing the infrastructure for the aging population's care needs through its extensive portfolio of seniors housing and post-acute facilities.
Side-by-side fundamentals
| Metric | SBAC | WELL | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $170.01 | $223.04 | |
| Market cap | $18.0B | $157.4B | |
| P/E as of 2026-10-08 | 18.31 | 103.48 | SBAC lower |
| PEG as of 2026-10-08, 3-year EPS CAGR to FY2025 | 0.56 | n/a | |
| Net margin FY2025, SEC XBRL | +37.4% | +8.9% | SBAC higher |
| Gross margin FY2025, SEC XBRL | +75.5% | n/a | |
| Operating margin FY2025, SEC XBRL | +47.7% | n/a | |
| ROE FY2025, SEC XBRL | n/a | +2.2% | |
| ROA FY2025, SEC XBRL | +9.1% | +1.4% | SBAC higher |
| Debt / equity as of 2026-09-02 | 43.14 | 0.38 | WELL lower |
| Revenue growth (YoY) as of 2026-09-02 | +5.4% | +37.6% | WELL higher |
| Revenue CAGR (3y) SEC XBRL | +2.2% | +22.7% | WELL higher |
| Dividend yield as of 2026-09-02 | +2.8% | +1.5% | SBAC higher |
| Dividend streak (yrs) SEC XBRL | n/a | 5 | |
| Beta as of 2026-09-02 | 0.07 | 0.25 | |
| 1-year return as of 2026-10-08 close | -9.4% | +31.9% | WELL higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.