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SBAC

S&P 500
Neutral · 57/100

SBA Communications

Real Estate
Telecom Tower REITs

$187.59

0.4%

Updated Today 7:15 PM ET

Price — Past Year

▼ Down 18.2% over the last 12 months

Price 50-day average 200-day averageSource: Yahoo Finance · refreshed daily
Key Metrics

Market Cap

$19.82B

P/E

19.47x

Forward P/E (est.)

15.47x

ROE

-1.7%

Revenue Growth

6.3%

EPS Growth

25.9%

Profit Margin

35.7%

FCF Yield

5.1%

Debt / Equity

16.46x

ROIC

13.0%

Interest Coverage

6.84x

Current Ratio

0.23x

Dividend Yield

2.6%

Implied Growth (rev. DCF)

3.4%

Rating Score

57/100

Technical Analysis (Educational)
Research

Technical analysis reads price and volume to judge momentum and timing. It complements the fundamentals above — it does not replace them. Here is what SBAC's chart says today, with each tool explained.

Trend — moving averages. A moving average is the average closing price over a window, which smooths out daily noise. SBAC trades near $187.59, below its 50-day average ($210.39) and 200-day average ($196.22). Price below both averages is a downtrend — momentum is against buyers for now.

Momentum — RSI. The Relative Strength Index runs 0–100 and measures how strong recent gains are versus losses. Above 70 is "overbought", below 30 "oversold". At 38 it is in neutral territory — neither stretched nor washed out.

MACD. MACD compares two moving averages to flag shifts in momentum. Its histogram is currently negative — short-term momentum is fading.

Volatility — ATR. Average True Range is the typical daily move. SBAC's is $6.78 (~3.6% of price), so swings of about that size each day are normal — handy for setting a stop that isn't too tight.

Support & resistance. Over the last month SBAC found buyers near $189.33 (support) and sellers near $210.88 (resistance); its 52-week range is $162.41–$243.16. A decisive break beyond either edge often marks the next move.

Volume. The latest session traded 1.0× the 20-day average — about normal. Rising volume on up-days suggests real buying; on down-days, real selling.

Educational information to help you read a chart — not a recommendation or a forecast. It updates daily as the price and indicators change.

Business Overview
Research

SBA Communications (SBAC) is a large-cap company in the Telecom Tower REITs industry, part of the Real Estate sector of the S&P 500, with a market value around $19.82B.

In its latest reported year it generated about $244.50M in revenue and $1.05B in net profit.

Our model rates SBAC Neutral (57/100) on growth, profitability, financial health, and valuation. The summary below is built from its filed financials and current ratios and refreshes automatically.

Revenue Growth
Research

4Y CAGR

4.5%

Revenue moved from $204.75M in 2021 to $244.50M in 2025, a 4.5% compound annual growth rate. The most recent year grew a steady 6.3% year over year. Slower, mature growth is common for established businesses.

Profitability
Research

Gross Margin

868.8%

Operating Margin

549.2%

Net Margin

430.9%

ROE

-1.7%

SBA Communications keeps about 35.7% of each sales dollar as net profit, with a 868.8% gross margin and 549.2% operating margin. Return on equity is -1.7% and return on invested capital about 13.0%. Margins this wide usually signal pricing power or a cost advantage.

Debt Analysis
Research

Total Debt

$12.96B

Net Debt

$12.69B

Net Debt / EBITDA

9.45x

Debt / Equity

16.46x

Leverage: debt-to-equity is 16.5x, and operating profit covers interest about 6.8x, with a current ratio of 0.2x. That is elevated leverage, which raises risk if earnings or rates move against it. It carries roughly $12.96B of total debt against $269.06M of cash.

Cash Flow Analysis
Research

Operating CF

$1.29B

Free Cash Flow

$1.07B

FCF Margin

436.2%

In the latest year SBA Communications produced about $1.29B of operating cash flow and $1.07B of free cash flow after capital spending. That is a free-cash-flow yield of about 5.1% on today's price. Strong cash generation funds dividends, buybacks, and reinvestment.

Valuation Analysis
Research

P/E

19.47x

P/S

7.37x

P/B

30.85x

EV / EBITDA

20.46x

SBAC trades at 19.5x trailing earnings (about 15.5x on estimated forward earnings), 7.4x sales, and 30.8x book value. Reverse-engineering today's price implies the market expects roughly 3.4% long-term free-cash-flow growth. That is a fairly typical valuation for a profitable company.

Metrics vs. Typical Range

Where this stock sits versus what most companies trade at.

TTM P/E
19.5xFair
Forward P/E
15.5xCheap
P/S ratio
7.4xExpensive
Revenue growth
6.3%Average
EPS growth
25.9%Strong
Gross margin
868.8%Strong
Net margin
35.7%Strong
ROE
-1.7%Weak

Typical ranges are general references (e.g., many stocks trade at ~18–26x earnings), not hard rules. Context only — not investment advice.

Sector Peer Comparison

How SBAC stacks up against its Real Estate peers — valuation, profitability, and growth versus the sector median.

In the Real Estate sector (31 S&P 500 companies), SBAC ranks #11 of 31 by our overall rating. It trades at a discount versus the sector on earnings (19.5x P/E vs. 30.8x median) with a lower return on equity (-1.7% vs. 8.0%) and faster revenue growth (6.3% vs. 5.3%).

P/E vs sector

19.5x

median 30.8x

ROE vs sector

-1.7%

median 8.0%

Growth vs sector

6.3%

median 5.3%

Sector rank

#11

of 31 by rating

CompanyP/ERev Gr.Rating
SBACThis stock19.5x6.3%Neutral· 57
CCI33.8x-29.6%Neutral· 43
AMT28.2x6.3%Favorable· 66
WY43.9x-3.1%Weak· 34
ESS30.8x5.3%Neutral· 50
HST16.9x6.2%Favorable· 67
INVH29x5.3%Neutral· 56
KIM26.7x4.4%Neutral· 56
Real Estate median30.8x5.3%53/100

Valuation vs. quality map

sector medianCCIAMTWYESSHSTINVHKIMSBACP/E — cheaper ←→ pricierROE — more profitable ↑

The sweet spot is upper-left: more profitable (higher ROE) for a lower P/E. Dashed lines mark the sector median.

Compare side by side

Peers are the closest Real Estate companies by sub-industry and size. Sector median is across all 31 S&P 500 names in the sector. Educational, not a recommendation.

5-Year Projection Model

Project revenue → earnings → price. Edit the assumptions to build your own case.

2030 price target (Base Case)

$16.97$29.31

vs. $187.59 today · expected CAGR -38%-31%

Metric20262027202820292030
Revenue$259.17M$274.72M$291.20M$308.67M$327.19M
Net income$129.58M$137.36M$145.60M$154.34M$163.60M
EPS$1.22$1.30$1.37$1.46$1.54
Share price (low)$13.44$14.25$15.10$16.01$16.97
Share price (high)$23.21$24.61$26.08$27.65$29.31
CAGR (low–high)-93% / -88%-72% / -64%-57% / -48%-46% / -38%-38% / -31%

Educational model on sample fundamentals — not a forecast or investment advice. Outputs are only as good as your assumptions.

Bull Case

The case for SBAC:

  • High net margins (35.7%) point to pricing power or efficiency.
  • Healthy free-cash-flow yield (~5.1%) funds buybacks and dividends.
  • Pays a 2.6% dividend on top of any price gains.
Bear Case

The case against SBAC:

  • Elevated leverage (debt/equity 16.5x) adds financial risk.
  • Like any single stock, it is exposed to competition, the economic cycle, and shifts in its end markets.
Key Risks
Research

Balance-sheet risk — debt/equity of 16.5x magnifies the impact of higher rates or weaker earnings.

Market risk — sector rotation, the economic cycle, and broad sentiment move the stock regardless of fundamentals.

Investment Thesis
Research

On balance, the picture is mixed: SBA Communications is a large-cap real estate business growing at a mature pace, with solid profitability, and a heavier debt load to watch. It trades at 19.5x earnings, which our model scores Neutral (57/100). Weigh this against your own goals and time horizon — this is educational information, not a recommendation.

Data notice. Fundamentals and financial statements are sourced from company filings (SEC EDGAR) and market-data providers; prices and market caps refresh on trading days and may be delayed. Ratings, projections, technical signals, and written summaries are model- or rule-generated for education and may simplify or lag the latest filings.

Not advice. Nothing on this page is investment advice or a recommendation to buy, hold, or sell any security. Do your own research and consult a licensed financial professional before investing.