DBRG vs SBAC

For growth investors, SBA Communications Corporation (SBAC) is the stronger pick with 5.

1% revenue growth year-over-year, versus -22. 6% for DigitalBridge Group, Inc. (DBRG). SBA Communications Corporation (SBAC) offers the better valuation at 22. 3x trailing P/E (29. 4x forward), making it the more compelling value choice. Analysts rate SBA Communications Corporation (SBAC) a "Buy" — based on 42 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, SBA Communications Corporation (SBAC) is the cheapest at 22.

3x versus DigitalBridge Group, Inc. at 34. 0x. On forward P/E, SBA Communications Corporation is actually cheaper at 29. 4x.

Over the past 5 years, SBA Communications Corporation (SBAC) delivered a total return of -18.

8%, compared to -43. 6% for DigitalBridge Group, Inc. (DBRG). Over 10 years, the gap is even starker: SBAC returned +138. 9% versus DBRG's -42. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), SBA Communications Corporation (SBAC) is the lower-risk stock at 0.

16β versus DigitalBridge Group, Inc. 's 1. 27β — meaning DBRG is approximately 683% more volatile than SBAC relative to the S&P 500.

By revenue growth (latest reported year), SBA Communications Corporation (SBAC) is pulling ahead at 5.

1% versus -22. 6% for DigitalBridge Group, Inc. (DBRG). On earnings-per-share growth, the picture is similar: DigitalBridge Group, Inc. grew EPS 565. 7% year-over-year, compared to 41. 2% for SBA Communications Corporation. Over a 3-year CAGR, SBAC leads at 2. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

SBA Communications Corporation (SBAC) is the more profitable company, earning 37.

4% net margin versus 30. 2% for DigitalBridge Group, Inc. — meaning it keeps 37. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DBRG leads at 68. 7% versus 48. 7% for SBAC. At the gross margin level — before operating expenses — DBRG leads at 87. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, SBA Communications Corporation (SBAC) trades at 29.

4x forward P/E versus 44. 7x for DigitalBridge Group, Inc. — 15. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SBAC: 5. 3% to $230. 14.

All stocks in this comparison pay dividends.

DigitalBridge Group, Inc. (DBRG) offers the highest yield at 2. 1%, versus 2. 0% for SBA Communications Corporation (SBAC).

For long-horizon retirement investors, SBA Communications Corporation (SBAC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.

16), 2. 0% yield, +138. 9% 10Y return). Both have compounded well over 10 years (SBAC: +138. 9%, DBRG: -42. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.