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SBA Communications owns a portfolio of about 46,000 wireless towers throughout North America, South America, and Africa. It leases space on its towers to wireless service providers, who install equipment to support their wireless networks. The company has a very concentrated customer base, with most revenue in each market generated by the top three or four mobile carriers. It owns more than 17,000 towers in the US, which account for about 70% of leasing revenue. Internationally, SBA's largest markets are Brazil and Guatemala, where it owns roughly 12,000 and 5,000 towers, respectively. SBA operates as a real estate investment trust.
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VS
Welltower owns a diversified healthcare portfolio of 2,950 in-place properties spread across the senior housing, medical office, and skilled nursing/postacute care sectors. The portfolio includes over 900 properties in Canada and the United Kingdom as the company looks for additional investment opportunities in countries with mature healthcare systems that operate similarly to that of the United States.
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Stock highlights

Stock comparison highlights
Stock name
SBA CommunicationsWelltower
Last price
$184.75$237.32
Currency
USD
USD
$20B$171B
19.90107.74
$9.28$2.20
0.980.76
$4.86$3.07
2.71%1.43%
Sector
Real EstateReal Estate
Employees
1,844712
Ticker
$SBAC$WELL
Primary listing
NASDAQNYSE

Performance

CumulativeRolling yearsLump sum investment

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