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Correlation Analysis

Meta Platforms, Inc. Class A Common Stock vs SBA Communications Corp

META vs SBAC

-0.831

Strong inverse

When one moves up, the other tends to move down.

META logo

Meta Platforms, Inc. Class A Common Stock

META

Meta is the largest social media company in the world, boasting close to 4 billion monthly active users worldwide. The firm's "Family of Apps," its core business, consists of Facebook, Instagram, Messenger, and WhatsApp. End users can leverage these applications for a variety of different purposes, from keeping in touch with friends to following celebrities and running digital businesses for free. Meta packages customer data, gleaned from its application ecosystem and sells ads to digital advertisers. While the firm has been investing heavily in its Reality Labs business, it remains a very small part of Meta's overall sales.

Market cap 1.4T

SBAC logo

SBA Communications Corp

SBAC

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 few 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.

Market cap 22.4B · 1,844 employees

Jun 30, 2021 — Apr 7, 2026Daily1,107 observationsStockStockTechnology

Time Series

Rebased to 100

Green: METAGray: SBAC36 of 1,107 points (sampled)

Who Moves First

META leads SBAC by 2 days

META tends to move before SBAC.

Best correlation after shifting: -0.832 (13 shifts scanned)

Do They Crash Together?

Correlation by Market Regime

How these series behave when markets are rising, falling, or diverging. A correlation that holds in drawdowns is very different from one that only works in rallies.

Both Rising

-0.254

12 periods · Return correlation when both series rose

Both Falling

+0.226

6 periods · Return correlation when both series fell

Diverging

-0.613

17 periods · Return correlation when series moved apart

R-Squared

69.1%

Share of variance in one series explained by the other.

Trend Agreement

51.5%

How often both series moved in the same direction period-to-period.

Overlap Quality

1,107

Deep shared window — 1,107 usable pairs.

Significance

p < 0.001

95% CI: [-0.849, -0.812]

Scatter

XY Regression

-450200400600800810174.2200250300350400400.6Meta Platforms, Inc. Class A Common StockSBA Communications CorpData pointsFit (r = -0.831)

Pipeline

Data quality details

Pipeline Summary

1,107 paired observations survived the daily window.

Raw input

1,107

1,254

Normalized

1,107

1,254

Prepared

1,107

1,254

Aligned

1,107

1,107

Invalid removed

0

A: 0 / B: 0

Duplicates removed

0

A: 0 / B: 0

Alignment drops

147

A: 0 / B: 147

Series A

META logo

Meta Platforms, Inc. Class A Common Stock

META

Market cap 1.4T

Stock · 1,107 raw → 1,107 prepared

Series B

SBAC logo

SBA Communications Corp

SBAC

Market cap 22.4B · 1,844 employees

Stock · 1,254 raw → 1,254 prepared

Sign agreement

100.0%

How often both values share the same sign.

Zero crossings

1

Estimated crossover points between normalized spreads.

Slope

-0.1848

Linear regression slope.

Intercept

318.6038

Linear regression intercept.

Related Extremes

Highest and Lowest Correlated

Saved 3 hours ago · ID: stock-meta-vs-stock-sbac-daily-20260408-sbwgwl