NXP Semiconductors N.V. (NXPI) vs SBA Communications Corporation (SBAC)

A side-by-side comparison of NXP Semiconductors N.V. 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: NXPI is classified in Technology; SBAC is classified in Real Estate. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnNXPI vs SBAC

growth of $100 · dividends reinvested · last 10y
NXPI +206.3% (+11.8%/yr)SBAC +78.0% (+5.9%/yr)NXPI compounded faster over this window
100200300400Start $10020182020202220242026$306$178
NXPI SBAC

NXPI vs SBAC: by the numbers

  • NXPI is the larger company ($59.67B vs $19.67B market cap).
  • SBAC converts more revenue to profit (34.51% vs 22.56% net margin).
  • NXPI grew revenue faster over the past five years (7.21% vs 5.63% CAGR).
  • SBAC pays the higher dividend yield (2.53% vs 1.79%).

Metrics side by side

Valuation

MetricNXPISBAC
P/E ratio20.1919.96
Forward P/E15.6924.09
P/S ratio4.536.85
P/B ratio5.23N/A
EV / EBITDA14.8018.58
FCF yield4.69%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

MetricNXPISBAC
Gross margin55.85%41.61%
Operating margin28.65%50.79%
Net margin22.56%34.51%
ROE26.10%N/A
ROIC12.71%11.87%

Dividends

MetricNXPISBAC
Dividend yield1.79%2.53%
Payout ratio34.61%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)

MetricNXPISBAC
Revenue CAGR (5Y)7.21%5.63%
EPS CAGR (5Y)111.31%115.83%
FCF CAGR (5Y)5.97%1.35%
Total return CAGR (5Y)3.16%-10.80%

Frequently asked

Which has grown faster, NXPI or SBAC?
Over the past five years, NXPI grew revenue faster — NXPI at a 7.21% CAGR versus SBAC at 5.63%.
Does NXPI or SBAC pay a bigger dividend?
NXPI yields 1.79% and SBAC yields 2.53% based on trailing dividends and the latest price.
Is NXPI or SBAC more profitable?
SBAC runs the higher net margin — NXPI at 22.56% versus SBAC at 34.51%.
How have NXPI and SBAC total returns compared?
Over the past 10 years, NXPI delivered 12.18% 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.