WallStSmart
SBAC

SBA Communications Corp

NASDAQ: SBAC · REAL ESTATE · REIT - SPECIALTY

$213.10
-3.32% today

Updated 2026-04-21

Market cap
$22.60B
P/E ratio
21.72
EPS (TTM)
$9.81
Dividend yield
2.01%
52W range
$162 – $240
Volume
1.3M

WallStSmart proprietary scores

54
out of 100
Grade: C
Hold
Investment rating
6.0
Growth
B
3.8
Quality
D
8.0
Profitability
A
6.0
Valuation
B
4/9
Piotroski F-Score
Moderate
-0.1
Altman Z-Score
Distress
Industry rank
View all highly rated stocks (75+) →194 stocks currently score above 75

Price targets

Analyst target
$228.70
+7.32%
12-Month target
$168.70
-20.84%
Intrinsic (DCF)
$459.11
Margin of safety
+58.41%
3 Strong Buy6 Buy12 Hold0 Sell0 Strong Sell

Price chart

X-Ray snapshot

Strengths
+ Profit margin 37.40% — above average
+ Free cash flow $241.30M — positive
+ 58.41% below intrinsic value
Risks
- Altman Z -0.14 — distress zone

Key financials

Revenue Net Income Free Cash Flow
Metric2022202320242025TTM2026 (E)
Revenue$2.63B$2.71B$2.68B$2.82B$2.82B$2.9B
Net income$461.43M$501.81M$749.54M$1.05B$370.29M
EPS$9.81$8.59
Free cash flow$1.10B$1.31B$1.11B$1.07B$241.30M
Profit margin17.52%18.51%27.97%37.43%37.40%

Recent insider activity

DateInsiderTypeSharesPrice
2026-04-13CHAN, MARY SSale1,501
2026-04-13CHAN, MARY SBuy1,501$212.31
2026-04-13CHAN, MARY SSale1,453$223.75

Peer comparison

CompanyMkt CapScoreGrowthProfitValueQualityMoSRating
SBAC$22.60B546.08.06.03.8+58.41%Buy
WELL$145.41B397.34.02.06.5-2083.61%Hold
PLD$132.30B638.07.04.75.0+15.12%Buy
EQIX$108.88B506.76.52.03.5-45.56%Buy
AMT$81.50B604.08.53.33.8-391.50%Buy
SPG$79.01B677.39.06.74.5+70.65%Strong Buy

Smart narrative

SBA Communications Corp trades at $213.10. representing a P/E of 21.72x trailing earnings. Our Smart Value Score of 54/100 indicates the stock is fair. The company scores 4/9 on the Piotroski F-Score. With an Altman Z-Score of -0.14, it sits in the distress. TTM revenue stands at $2.82B. with profit margins at 37.40%. Our DCF model estimates intrinsic value at $459.11.

Frequently asked questions

What is SBA Communications Corp's stock price?
SBA Communications Corp (SBAC) trades at $213.10.
Is SBA Communications Corp overvalued?
Smart Value Score 54/100 (Grade C, Hold). DCF value $459.11.
What is the price target of SBA Communications Corp (SBAC)?
The analyst target price is $228.70, representing +7.3% upside from the current price of $213.10.
What is the intrinsic value of SBA Communications Corp (SBAC)?
Based on our DCF model, intrinsic value is $459.11, a +58.4% margin of safety versus $213.10.
What is SBA Communications Corp's revenue?
TTM revenue is $2.82B.
Piotroski F-Score?
4/9 — moderate financial health.
Altman Z-Score?
-0.14 — distress.

Company info

SectorREAL ESTATE
IndustryREIT - SPECIALTY
CountryUSA
ExchangeNASDAQ
CurrencyUSD

Quick metrics

P/S ratio8.03x
ROE
Beta0.88
50D MA$195.40
200D MA$199.64
Shares out0.11B
Float0.11B
Short ratio
Avg volume1.3M

Performance

1 week-3.91%
1 month+27.79%
3 months+15.01%
YTD+10.17%
1 year
3 years
5 years