SBAC compared with WELL: revenue, margins and what each company keeps, and the suppliers and customers both name

SBACSBA Communications Corp

Mkt capRevenueRevenue

WELLWelltower Inc.

Mkt capRevenueRevenue

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SBACSBA Communications Corp

WELLWelltower Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only SBAC 24

VZVerizon Wirelesscustomer

TAT&T Wirelesscustomer

TMUST-Mobilecustomer

—Millicom International Cellular S.A. ("Millicom")unlistedsupplier

20 more · SBAC chain ›

Shared 0

No shared counterparties.

Only WELL 11

BKDBrookdale Senior Livingcustomer

—Reveraunlistedsupplier

—Cogir Managementunlistedsupplier

—

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

Oakmont Management

unlistedsupplier

7 more · WELL chain ›

SBACSBA Communications Corp

192.85▼−1.35%

Mkt cap$20.7BRevenue$715MQ2 FY26Revenue$2.8BFY25

WELLWelltower Inc.

245.22▼−1.12%

Regular sessionNov 5 '26

Mkt cap$181.9BRevenue$3.5BQ3 FY26Revenue$10.7BFY25

Compare

Regular sessionNov 5 '26

SBACSBA Communications Corp

WELLWelltower Inc.

192.85▼−1.35%

Price

245.22▼−1.12%

$20.7B

Mkt cap

$181.9B

Q2 FY26$715M

Revenue

$3.5BQ3 FY26

FY25$2.8B

Revenue

$10.7BFY25

SBAC192.85▼−1.35%vsWELL245.22▼−1.12%Regular sessionNov 5 '26