Axon Enterprise, Inc. (AXON) vs SBA Communications Corporation (SBAC)
SBAC leads on 10 of 15 compared metrics.
A side-by-side comparison of Axon Enterprise, Inc. and SBA Communications Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of June 13, 2026. The ● marks the stronger figure on each row (cheaper multiple, higher margin/return).
AXON
Axon Enterprise, Inc.
$441.73Industrials
SBAC
SBA Communications Corporation
$204.79Real Estate
Not enough overlapping price history to compare AXON and SBAC.
AXON vs SBAC: by the numbers
- •AXON is the larger company ($35.60B vs $21.72B market cap).
- •SBAC trades at the lower earnings multiple (21.53 vs 177.25 P/E).
- •SBAC converts more revenue to profit (35.66% vs 6.91% net margin).
- •AXON grew revenue faster over the past five years (32.56% vs 6.18% CAGR).
- •SBAC pays a dividend (2.30% yield) while AXON does not currently pay one.
Which is better, AXON or SBAC?
Metric tally: AXON 5 · SBAC 10It depends on what you're optimizing for:
ValueSBAC(lower P/E)
GrowthAXON(faster 5Y revenue CAGR)
QualitySBAC(higher ROIC)
Valuation
| Metric | AXON | SBAC |
|---|---|---|
| P/E ratio | 177.25 | 21.53● |
| Forward P/E | 57.45 | 24.39● |
| P/S ratio | 12.21 | 7.61● |
| P/B ratio | 10.31 | — |
| PEG ratio | 1.50 | 0.48● |
| EV / EBITDA | 97.88 | 17.49● |
| FCF yield | 0.05% | 4.69%● |
Profitability
| Metric | AXON | SBAC |
|---|---|---|
| Gross margin | 59.32% | 63.62%● |
| Operating margin | 1.48% | 47.63%● |
| Net margin | 6.91% | 35.66%● |
| ROE | 5.84%● | -21.71% |
| ROIC | -1.11% | 10.05%● |
Dividends
| Metric | AXON | SBAC |
|---|---|---|
| Dividend yield | — | 2.30% |
| Payout ratio | — | 48.02% |
Growth (annualized)
| Metric | AXON | SBAC |
|---|---|---|
| Revenue CAGR (5Y) | 32.56%● | 6.18% |
| EPS CAGR (5Y) | 117.98%● | 113.83% |
| FCF CAGR (5Y) | 32.23%● | -0.03% |
| Total return CAGR (5Y) | 22.91%● | -6.93% |
Frequently asked
- Which is better, AXON or SBAC?
- It depends on your goal. value: SBAC (lower P/E); growth: AXON (faster 5Y revenue CAGR); quality: SBAC (higher ROIC). Across all compared metrics, SBAC leads 10 to 5.
- Is AXON or SBAC cheaper?
- On trailing earnings, SBAC is cheaper: AXON trades at a 177.25 P/E and SBAC at 21.53.
- Which has grown faster, AXON or SBAC?
- Over the past five years, AXON grew revenue faster — AXON at a 32.56% CAGR versus SBAC at 6.18%.
- Does AXON or SBAC pay a bigger dividend?
- SBAC pays a dividend (2.30% yield) while AXON does not currently pay one.
- Is AXON or SBAC more profitable?
- SBAC runs the higher net margin — AXON at 6.91% versus SBAC at 35.66%.
- Which has been the better investment, AXON or SBAC?
- Over the past 10-year, AXON delivered the higher annualized total return — AXON at 34.51% versus SBAC at 8.32%. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Axon Enterprise P/E ratioSBA Communications P/E ratioAxon Enterprise dividend yieldSBA Communications dividend yieldAxon Enterprise ROESBA Communications ROEAxon Enterprise operating marginSBA Communications operating marginAxon Enterprise revenue growthSBA Communications revenue growthAxon Enterprise free cash flowSBA Communications free cash flow
Axon Enterprise & SBA Communications appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified June 13, 2026.