Stock AnalizSba Communications Corp. SBAC
Real Estate Investment Trusts · IPO 1999 · data as of November 13, 2026
Sba Communications Corp. (SBAC) is a real estate company listed in the US with a market value of about $19.8B. In the twelve months to September 30, 2026 it had revenue of $2.9B and net income of $985M, a net margin of 34.5%.
Its overall Stock Analiz score is 2.8 out of 5 (average). The strongest part is shareholder returns (5/5); the weakest is future growth (1/5).
Key numbers: a P/E of 20.4, a price to free cash flow of 18.8, 5-year revenue growth of 6% a year, a 5-year average ROIC of 10%. A discounted cash flow model with moderate assumptions puts its intrinsic value about 6% below the current price.
Score: 2.8 / 5
Checks passed
- P/E below 25
- P/E below the industry median
- P/FCF below 20
- PEG below 1.5
- Profit margin improving
- 5-year EPS growth above 10% a year
- Profitable 5 years in a row
- Positive free cash flow
Checks not passed
- Price below intrinsic value (DCF, moderate assumptions)
- Revenue growth above 10% last year
- 3-year revenue growth above 10% a year
- 3-year free cash flow growth above 10% a year
- Strong R&D investment or growth above 20%
- 5-year revenue growth above 8% a year
- 5-year average ROIC above 12%
- ROE above 15%
Valuation
Growth and quality
Financials, last 10 years
| Fiscal year | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.9B | $2.8B | $2.7B | $2.7B | $2.6B | $2.3B | $2.1B | $2.0B | $1.9B | $1.7B | $1.6B |
| Net income | $985M | $1.1B | $750M | $502M | $461M | $238M | $24M | $147M | $47M | $104M | $76M |
| Free cash flow | $1.1B | $1.1B | $1.1B | $1.3B | $1.1B | $1.1B | $997M | $816M | $701M | $671M | $603M |
| EPS (diluted) | $9.27 | $9.80 | $6.94 | $4.61 | $4.22 | $2.14 | $0.21 | $1.28 | $0.41 | $0.86 | $0.61 |
| Net margin | 34.5% | 37.4% | 28.0% | 18.5% | 17.5% | 10.3% | 1.2% | 7.3% | 2.5% | 6.0% | 4.7% |
| ROIC | — | 10.9% | 13.1% | 9.0% | 8.2% | 8.0% | 5.8% | 5.0% | 7.6% | 6.1% | 5.0% |
From the company’s 10-K and 10-Q filings with the SEC. TTM = trailing twelve months.
What analysts expect
The average 12-month price target from 20 analysts is $222.75, 18% above the current price; targets range from $165.00 to $280.00; the consensus rating is “Buy”; expected EPS is $7.77 for the fiscal year ending December 31, 2026.
Frequently asked questions
What is Sba Communications’s P/E ratio?
About 20.4, based on the last twelve months of diluted earnings per share (forward P/E about 24.2).
Is Sba Communications stock undervalued?
Our DCF model with moderate assumptions puts its intrinsic value about 6% below the current market value. A model is a range, not a promise; try your own assumptions in the DCF calculator.
Does Sba Communications pay a dividend?
Yes. The dividend yield is about 2.64%, and it has paid dividends for 7 years in our data.
Is Sba Communications a good stock to buy?
We do not give buy or sell advice. Sba Communications scores 2.8 out of 5 on our five checks (value, growth, track record, financial health and shareholder returns); the checks above show why.
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Generated from SEC filings, analyst consensus estimates and market prices, rebuilt every day. Educational information, not investment advice.