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Company Analysis

SBA Communications Corporation SBAC

A comprehensive view of key metrics, scores, and financial health for SBA Communications Corporation

Overview of SBA Communications Corporation

SBAC NMS
Real Estate REIT - Specialty Framework: Real Estate Investment Trusts Large Cap
SBA Communications Corporation (SBAC), is a Large Cap company, in the REIT - Specialty industry, last closed at $176.82, about 81.4% overvalued vs fair value, -22.1% 1Y return, ranked 164/338 in sector.
Metrics P/E 19.7× Rev Growth 5.1% ROE -21.2% Gross Margin 75.5% Div Yield 2.32%
USD 176.82
-2.83%
(Delayed)
• Vol 90d: 44.5%
52-Week Range
Market Cap
$19.30B
Enterprise Value
$34.45B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Good
Growth
Weak
Profitability
Fair
Health
Weak
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 86%
Updated: Jul 5
Top Beats
No strong beats yet

Quick Facts

Website https://www.sbasite.com
HQ Boca Raton, FL
Employees 1,720
Fiscal year Dec 31

Next Events

Dividend Jun 17

Fair Value Snapshot

Bear Base Bull
$29
$33
$37
Current: $176.82 -81% vs base

Engine Room Money Flow™

Large Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$2.8B
5.1%%
Net Operating Income
$1.6B
-1%%
Net Income
$1.1B
40.6%%
FFO (Funds From Operations)
$1.3B
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
35.6%
Excellent

Dividends / FFO - basic dividend safety

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$976.8M
87.1% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
3
Active Leaks
1/3
Improving
1
High Impact
0
Critical
Locked Leak
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Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating SBA Communications Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
61
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Moderate
61
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing SBAC's balance between Growth (38.5%), Profitability (32.4%), and Safety (29.0%). Growth 39% Safety 29% Profitability 32%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

68th percentile vs peers
69
Key Signals
Rev Growth YoY 5.1% 59p AFFO/Share 10.52 96p FFO/Share 12.63 95p FFO Growth YoY 32.1% 75p Revenue CAGR 3Y 2.2% 44p
Strengths
  • Growth above peer median with strong metric coverage (91%)
  • AFFO/Share in top 20% of peers (10.52, 96th percentile)
  • FFO/Share in top 20% of peers (12.63, 95th percentile)
  • AFFO in top 20% of peers ($1121.1M, 92th percentile)
  • FFO in top 20% of peers ($1345.9M, 90th percentile)
Risks

No significant risks identified for this axis.

Profitability

58th percentile vs peers
58
Key Signals
Strengths
Risks
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Safety

51th percentile vs peers
52
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for SBA Communications Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$32.96
- - -
-81.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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