Carpenter Technology Corporation (CRS) vs SBA Communications Corporation (SBAC)

A side-by-side comparison of Carpenter Technology Corporation and SBA Communications Corporation across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 11, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: CRS is classified in Basic Materials; SBAC is classified in Real Estate. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnCRS vs SBAC

growth of $100 · dividends reinvested · last 10y
CRS +1327.3% (+30.5%/yr)SBAC +89.7% (+6.6%/yr)CRS compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $10020182020202220242026$1,427$190
CRS SBAC

CRS vs SBAC: by the numbers

  • CRS is the larger company ($22.02B vs $19.67B market cap).
  • SBAC converts more revenue to profit (34.51% vs 16.96% net margin).
  • CRS grew revenue faster over the past five years (16.19% vs 5.63% CAGR).
  • SBAC pays the higher dividend yield (2.53% vs 0.18%).

Metrics side by side

Valuation

MetricCRSSBAC
P/E ratio42.1319.96
Forward P/E33.2324.09
P/S ratio7.056.85
P/B ratio9.89N/A
EV / EBITDA26.2818.58
FCF yield1.65%5.34%

For REITs like SBA Communications Corporation, GAAP P/E is distorted: heavy non-cash property depreciation depresses reported earnings and overstates the multiple. Real-estate companies are valued on funds from operations (FFO / AFFO) and price-to-FFO — see the Funds From Operations section. The P/E is shown for reference only.

Profitability

MetricCRSSBAC
Gross margin30.58%41.61%
Operating margin22.47%50.79%
Net margin16.96%34.51%
ROE23.78%N/A
ROIC17.08%11.87%

Dividends

MetricCRSSBAC
Dividend yield0.18%2.53%
Payout ratio7.60%50.81%

SBA Communications Corporation's payout ratio is measured against GAAP earnings, which non-cash depreciation depresses for REITs — the dividend is conventionally assessed against funds from operations (FFO / AFFO) instead, so the GAAP figure overstates the payout burden.

Growth (annualized)

MetricCRSSBAC
Revenue CAGR (5Y)16.19%5.63%
EPS CAGR (5Y)178.15%115.83%
FCF CAGR (5Y)19.37%1.35%
Total return CAGR (5Y)71.94%-10.80%

Frequently asked

Which has grown faster, CRS or SBAC?
Over the past five years, CRS grew revenue faster — CRS at a 16.19% CAGR versus SBAC at 5.63%.
Does CRS or SBAC pay a bigger dividend?
CRS yields 0.18% and SBAC yields 2.53% based on trailing dividends and the latest price.
Is CRS or SBAC more profitable?
SBAC runs the higher net margin — CRS at 16.96% versus SBAC at 34.51%.
How have CRS and SBAC total returns compared?
Over the past 10 years, CRS delivered 30.92% and SBAC delivered 6.46% annualized total return. Past performance doesn't predict future results.

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 September 11, 2026.