SBAC vs LAMR vs WY
161 measures in 16 categories, one definition each, computed from filings and market data.
SBAC54.4
SBA Communications Corporation
Real Estate · REIT - Specialty
$187.06 +1.82%$19.8B mkt cap
Score DNA
LAMR67.0
Lamar Advertising Company
Real Estate · REIT - Specialty
$150.10 +1.37%$15.2B mkt cap
Score DNA
Price, rebased to 100 three years ago
SBAC LAMR WY · weekly adjusted closesSmart money 8Valuation 16Profitability (TTM) 12Returns on capital 11Growth 17Margin history & stability 7Liquidity (latest quarter) 7Leverage & solvency (latest quarter) 13Efficiency 11Cash flow & earnings quality 7Dividends & buybacks 9Scores & forensic checks 15Per share 7Size (TTM) 8Price performance 9Technicals 4
● marks the highest or lowest value where that direction is plainly stronger (margins, returns, coverage, leverage); multiples and yields are left unmarked. Bars show each stock's percentile within its own industry. n/a: the measure does not apply to lenders and insurers.
Smart money
8 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Insider open-market buys, 180d | 0 | 0 | 0 |
| Insider $ bought, 180d | — | — | — |
| Congress purchases, 180d | 0 | 0 | 1 |
| Last Congress purchase | — | — | 2026-07-07 |
| 13F net change in holders | +18 | +87 | +7 |
| ETFs adding shares, 30d | 963 | 371 | 798 |
| ETFs trimming, 30d | 757 | 282 | 613 |
| Net ETF funds, 30d | +206 | +89 | +185 |
Valuation
16 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| P/E (TTM) | 20.0x
31st
|
27.4x
54th
|
29.9x
62nd
|
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.77
25th
|
2.72
62nd
|
— |
| Price / sales | 6.9x
56th
|
6.6x
44th
|
2.0x
6th
|
| Price / book | — | 15.3x
92nd
|
1.5x
38th
|
| Price / tangible book | — | — | 1.8x
56th
|
| Price / free cash flow | 18.9x
36th
|
20.2x
43rd
|
743.9x
100th
|
| Price / operating cash flow | 15.5x
38th
|
16.8x
50th
|
25.8x
100th
|
| Enterprise value | $34.7B
69th
|
$20.2B
62nd
|
$19.0B
50th
|
| EV / sales | 12.1x
75th
|
8.7x
31st
|
2.8x
0th
|
| EV / EBITDA | 16.6x
25th
|
19.5x
56th
|
16.4x
19th
|
| EV / EBIT | 20.5x
19th
|
28.9x
44th
|
29.3x
50th
|
| EV / free cash flow | 33.1x
43rd
|
26.7x
7th
|
1,001.7x
100th
|
| Earnings yield | 5.0%
75th
|
3.6%
56th
|
3.3%
50th
|
| FCF yield | 5.3%
69th
|
4.9%
62nd
|
0.1%
12th
|
| Operating cash flow yield | 6.5%
62nd
|
5.9%
50th
|
3.9%
0th
|
| Graham number (per share) | — | $34.74
50th
|
$13.88
30th
|
Profitability (TTM)
12 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Gross margin | 63.9%
81st
|
32.3%
44th
|
13.2%
19th
|
| EBITDA margin | 73.1%
87th
|
44.4%
33rd
|
16.8%
0th
|
| Operating margin | 50.8%
88th
|
28.0%
62nd
|
8.4%
6th
|
| EBIT margin | 59.1%
88th
|
29.9%
62nd
|
9.4%
12th
|
| Net margin | 34.5%
81st
|
23.9%
56th
|
6.8%
25th
|
| NOPAT margin | 45.4%
75th
|
27.4%
62nd
|
10.4%
0th
|
| FCF margin | 36.6%
88th
|
32.4%
62nd
|
0.3%
12th
|
| Operating cash flow margin | 44.7%
81st
|
39.0%
62nd
|
7.9%
0th
|
| R&D / revenue | 0.0%
0th
|
0.0%
0th
|
0.0%
0th
|
| SG&A / revenue | 10.1%
69th
|
13.0%
75th
|
7.9%
50th
|
| Stock comp / revenue | 2.9%
81st
|
1.8%
62nd
|
0.6%
25th
|
| Effective tax rate | 10.6%
69th
|
1.9%
44th
|
-24.2%
6th
|
Returns on capital
11 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| ROE (on average equity) | — | 58.5%
92nd
|
5.0%
42nd
|
| ROA | 8.8%
94th
|
8.1%
88th
|
2.9%
38th
|
| ROIC | 12.7%
100th
|
10.8%
94th
|
5.0%
44th
|
| ROCE | 22.9%
100th
|
11.2%
94th
|
4.2%
38th
|
| Return on tangible assets | 15.1%
100th
|
10.2%
88th
|
3.9%
38th
|
| Cash ROIC (OCF / invested capital) | 12.5%
88th
|
15.4%
100th
|
3.8%
25th
|
| Gross profitability (GP / assets) | 15.6%
94th
|
10.7%
62nd
|
5.5%
38th
|
| ROIC, 3-yr average | 8.8%
88th
|
9.4%
94th
|
4.6%
50th
|
| ROIC, 5-yr average | — | 9.1%
100th
|
6.5%
73rd
|
| ROE, 5-yr average | — | 43.8%
91st
|
9.0%
64th
|
| Incremental ROIC | 72.7%
81st
|
69.5%
75th
|
223.7%
94th
|
Growth
17 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Revenue growth (TTM YoY) | 5.4%
31st
|
4.4%
25th
|
-1.9%
19th
|
| Revenue growth (QoQ) | 1.7%
44th
|
16.8%
81st
|
8.1%
69th
|
| Revenue CAGR, 3 yr | 1.9%
38th
|
3.9%
50th
|
-4.7%
6th
|
| Revenue CAGR, 5 yr | 5.6%
33rd
|
7.4%
53rd
|
-6.8%
7th
|
| Gross profit CAGR, 3 yr | -3.2%
54th
|
-18.6%
23rd
|
-20.4%
8th
|
| Operating income CAGR, 3 yr | 15.6%
73rd
|
3.5%
47th
|
-22.5%
7th
|
| Net income growth (TTM YoY) | 12.7%
25th
|
26.6%
33rd
|
69.2%
67th
|
| Net income CAGR, 3 yr | 24.9%
91st
|
9.9%
45th
|
-12.4%
9th
|
| EPS growth (TTM YoY) | 14.5%
25th
|
26.6%
33rd
|
69.7%
67th
|
| EPS CAGR, 3 yr | 26.0%
82nd
|
10.1%
45th
|
-12.0%
9th
|
| EPS CAGR, 5 yr | 31.0%
82nd
|
11.0%
64th
|
-26.5%
0th
|
| FCF growth (TTM YoY) | -1.0%
31st
|
4.4%
46th
|
-92.9%
0th
|
| FCF CAGR, 3 yr | -3.9%
42nd
|
8.4%
58th
|
-72.0%
0th
|
| Operating cash flow CAGR, 3 yr | -3.3%
31st
|
5.3%
44th
|
-26.0%
0th
|
| Book value CAGR, 3 yr | — | -5.1%
33rd
|
-1.8%
58th
|
| Dividend CAGR, 3 yr | 4.6%
88th
|
2.1%
75th
|
1.1%
56th
|
| Sustainable growth rate | — | -11.5%
0th
|
-1.4%
44th
|
Margin history & stability
7 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Gross margin, 3-yr average | 72.5%
69th
|
55.4%
31st
|
17.3%
0th
|
| Operating margin, 3-yr average | 48.5%
88th
|
29.1%
44th
|
10.4%
0th
|
| Net margin, 3-yr average | 28.7%
75th
|
22.3%
69th
|
6.9%
12th
|
| FCF margin, 3-yr average | 40.1%
81st
|
32.5%
69th
|
4.1%
12th
|
| Revenue stability (0-1) | 0.82
56th
|
0.93
69th
|
0.93
75th
|
| Earnings stability (0-1) | 0.93
100th
|
0.65
69th
|
0.75
81st
|
| Margin stability (0-1) | 0.93
69th
|
0.74
44th
|
0.54
19th
|
Liquidity (latest quarter)
7 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Cash & short-term investments | $327.1M
56th
|
$68.0M
38th
|
$527.0M
69th
|
| Net cash (− = net debt) | −$14.9B
31st
|
−$4.9B
50th
|
−$4.9B
56th
|
| Working capital | −$3.6B
6th
|
−$280.1M
25th
|
$735.0M
88th
|
| Current ratio | 0.17
0th
|
0.64
21st
|
1.82
64th
|
| Quick ratio | 0.17
0th
|
0.64
21st
|
1.15
57th
|
| Cash ratio (cash + ST investments / current liabilities) | 0.08
14th
|
0.09
21st
|
0.58
57th
|
| Defensive interval (days) | 488 days
27th
|
1,578 days
82nd
|
983 days
64th
|
Leverage & solvency (latest quarter)
13 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Total debt | $15.2B
69th
|
$5.0B
44th
|
$5.4B
50th
|
| Debt / equity | — | 5.00
77th
|
0.57
15th
|
| Net debt / equity | — | 4.93
77th
|
0.52
15th
|
| Debt / assets | 129.5%
100th
|
71.1%
69th
|
32.9%
12th
|
| Debt / capital | — | 83.3%
77th
|
36.5%
15th
|
| Debt / EBITDA | 7.25
56th
|
4.82
12th
|
4.68
0th
|
| Net debt / EBITDA | 7.09
56th
|
4.75
19th
|
4.23
0th
|
| Interest coverage (EBIT / interest) | 3.3x
69th
|
5.8x
100th
|
2.4x
50th
|
| Cash interest coverage | 2.5x
56th
|
7.5x
94th
|
2.0x
50th
|
| Debt payback (years of OCF) | 11.8 yrs
56th
|
5.5 yrs
6th
|
9.9 yrs
44th
|
| Liabilities / assets | 139.4%
100th
|
85.6%
69th
|
42.7%
12th
|
| IS credit model rating | B- | BB+ | BBB- |
| Implied credit spread (bps) | 900
69th
|
400
25th
|
350
12th
|
Efficiency
11 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Asset turnover | 0.26
69th
|
0.34
75th
|
0.42
100th
|
| Fixed asset turnover | 0.38
46th
|
0.37
23rd
|
0.48
62nd
|
| Inventory turnover | — | — | 9.9
57th
|
| Receivables turnover | 18.2
75th
|
6.5
33rd
|
18.4
83rd
|
| Days sales outstanding | 20 days
40th
|
56 days
73rd
|
20 days
33rd
|
| Days inventory outstanding | — | — | 37 days
43rd
|
| Days payables outstanding | 23 days
50th
|
3 days
12th
|
18 days
38th
|
| Cash conversion cycle (days) | −3 days
50th
|
53 days
88th
|
39 days
75th
|
| Capex / revenue | 8.1%
62nd
|
6.5%
44th
|
7.7%
56th
|
| Capex / depreciation | 0.58
56th
|
0.45
50th
|
1.04
81st
|
| Operating expense ratio | 14.8%
27th
|
34.8%
82nd
|
4.7%
9th
|
Cash flow & earnings quality
7 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Operating cash flow / net income | 1.30
38th
|
1.63
54th
|
1.16
23rd
|
| FCF / net income | 1.06
46th
|
1.36
69th
|
0.04
15th
|
| FCF / operating cash flow | 81.8%
50th
|
83.2%
62nd
|
3.5%
12th
|
| Capex / operating cash flow | 18.2%
50th
|
16.8%
38th
|
96.5%
88th
|
| Accruals ratio | -2.6%
69th
|
-5.1%
19th
|
-0.5%
81st
|
| Sloan accruals ratio | -27.4%
0th
|
-4.3%
31st
|
1.0%
81st
|
| Earnings quality score (0-1) | 1.00
54th
|
0.75
15th
|
1.00
54th
|
Scores & forensic checks
15 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| IS score | 54
75th
|
67
94th
|
43
50th
|
| IS profitability | 69
75th
|
88
100th
|
26
31st
|
| IS growth | 63
56th
|
66
81st
|
54
44th
|
| IS value | 50
56th
|
39
19th
|
47
38th
|
| IS momentum | 81
56th
|
88
69th
|
81
62nd
|
| IS risk (safety) | 15
6th
|
50
88th
|
50
88th
|
| IS quality | 76
100th
|
71
94th
|
65
56th
|
| IS balance sheet | 16
12th
|
20
31st
|
52
94th
|
| IS earnings quality | 89
88th
|
74
38th
|
91
100th
|
| IS cash flow | 70
69th
|
75
81st
|
21
6th
|
| Piotroski F-score (0-9) | 8
94th
|
9
100th
|
6
44th
|
| Altman Z-score | 0.2
12th
|
2.0
88th
|
2.2
94th
|
| Beneish M-score | −2.65
44th
|
−3.10
19th
|
−2.87
25th
|
| Ohlson O-score | −3.57
100th
|
−5.74
81st
|
−8.68
6th
|
| IS credit score | 20
25th
|
48
75th
|
53
81st
|
Size (TTM)
8 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| Market cap | $19.8B
69th
|
$15.2B
62nd
|
$14.1B
56th
|
| Revenue | $2.9B
56th
|
$2.3B
50th
|
$6.9B
81st
|
| EBITDA | $2.1B
69th
|
$1.0B
44th
|
$1.2B
50th
|
| Net income | $990.7M
75th
|
$556.1M
56th
|
$472.0M
50th
|
| Free cash flow | $1.1B
75th
|
$754.4M
69th
|
$19.0M
19th
|
| Total assets | $11.7B
50th
|
$7.0B
38th
|
$16.5B
69th
|
| Shareholders' equity | −$4.6B
0th
|
$995.5M
56th
|
$9.5B
88th
|
| Employees | 1,844
50th
|
3,500
62nd
|
9,517
88th
|
Price performance
9 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| 1 day | +1.8% | +1.4% | +1.2% |
| 1 week | +2.5% | +2.5% | +2.7% |
| 1 month | +3.3% | +3.4% | −9.5% |
| 3 months | +2.8% | −5.8% | −18.2% |
| 6 months | −16.2% | +13.6% | −22.1% |
| Year to date | −2.8% | +25.1% | −17.6% |
| 1 year | −3.3% | +30.1% | −16.6% |
| 3 years, cumulative | −3.2% | +110.8% | −31.5% |
| 5 years, cumulative | −39.5% | +65.0% | −35.7% |
Technicals
4 measures| Measure | SBAC | LAMR | WY |
|---|---|---|---|
| RSI 14 | 64.2 | 62.1 | 42.6 |
| From 52-week high | −16.7% | −8.7% | −29.3% |
| From 52-week low | +19.4% | +37.6% | +7.4% |
| Beta | 0.99 | 1.23 | 0.93 |
InsiderStreet reports findings from filings and market data. A comparison is not a recommendation to buy or sell either stock.Every figure is computed in code · data as of 2026-10-17