SBAC vs. WY: SBA Communications vs. Weyerhaeuser Stock Comparison

Company Profile

SBA Communications (SBAC) and Weyerhaeuser (WY) both belong to the Specialized REITs industry, though SBAC is classified under Telecom Tower REITs while WY falls under Timber REITs.

Both SBA Communications (SBAC) and Weyerhaeuser (WY) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Capital efficiency shows on one side only: Weyerhaeuser (WY) earns 4.81% on shareholders’ equity, ranked against its industry; SBA Communications (SBAC) has no ROE this period.

Neither SBA Communications (SBAC) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for SBA Communications (SBAC) in Equity Real Estate Investment Trusts (REITs) and Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

SBA Communications (SBAC) at 5.06% is around its peer norm for revenue growth, while Weyerhaeuser (WY) at -3.07% drops into the bottom quartile, signaling weaker demand or pricing momentum.

EPS growth isn't a meaningful figure for either SBA Communications (SBAC) in Equity Real Estate Investment Trusts (REITs) or Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Weyerhaeuser (WY) at 1.82 keeps current ratio within its industry’s typical mid-range, while SBA Communications (SBAC) at 0.19 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SBAC.

Only one side’s leverage can be read here: Weyerhaeuser (WY) carries debt-to-equity ratio of 0.57 against its industry range, while SBA Communications (SBAC) reports no figure this period.

Financial Strength Metrics

Dividends

Weyerhaeuser (WY) at 3.88% pays a yield in its industry’s typical range, while SBA Communications (SBAC) at 2.52% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither SBA Communications (SBAC) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either SBA Communications (SBAC) in Equity Real Estate Investment Trusts (REITs) or Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Weyerhaeuser (WY) at 2.16 sits in the cheaper P/S ratio quartile while SBA Communications (SBAC) at 6.94 prices around its industry’s middle — WY costs less per dollar of sales, though read it alongside growth and margins.

SBA Communications (SBAC) reports a negative P/B ratio of -4.09, meaning negative book equity — the multiple itself is not meaningful for valuation. Meanwhile Weyerhaeuser (WY) reports 1.61, ranking against industry peers normally.

Valuation Metrics