WallStSmart
SBAC

SBA Communications Corp

NASDAQ: SBAC · REAL ESTATE · REIT - SPECIALTY

$217.26
+0.08% today

Updated 2026-06-05

Market cap
$21.55B
P/E ratio
21.36
P/S ratio
7.55x
EPS (TTM)
$9.51
Dividend yield
2.24%
52W range
$161 – $238
Volume
1.2M

WallStSmart proprietary scores

49
out of 100
Grade: C
Sell
Investment rating
4.0
Growth
C
5.0
Quality
C+
8.0
Profitability
A
4.7
Valuation
C
5/9
Piotroski F-Score
Moderate
-0.3
Altman Z-Score
Distress
Industry rank
View all highly rated stocks (75+) →209 stocks currently score above 75

Price targets

Analyst target
$230.53
+6.11%
12-Month target
$168.70
-22.35%
Intrinsic (DCF)
$192.43
Margin of safety
+0.76%
4 Strong Buy6 Buy11 Hold0 Sell0 Strong Sell

Price chart

Stock snapshot

Strengths
+ Profit margin 35.70% — above average
+ Free cash flow $206.69M — positive
+ Debt/equity -3.24x — low leverage
Risks
- Altman Z -0.26 — distress zone

Key financials

Revenue Net Income Free Cash Flow
Metric2022202320242025TTM2026 (E)
Revenue$2.63B$2.71B$2.68B$2.82B$2.85B$2.9B
Net income$461.43M$501.81M$749.54M$1.05B$184.83M
EPS$9.51$8.59
Free cash flow$1.10B$1.31B$1.11B$1.07B$206.69M
Profit margin17.52%18.51%27.97%37.43%35.70%

Recent insider activity

DateInsiderTypeSharesPrice
2026-05-22WILSON, AMY EBuy1,108
2026-05-22STOOPS, JEFFREYBuy1,108
2026-05-22LANGER, JACKBuy1,108

Peer comparison

CompanyMkt CapScoreGrowthProfitValueQualityMoSRating
SBAC$21.55B494.08.04.75.0+0.76%Hold
WELL$137.90B5710.05.52.07.0-78.31%Buy
PLD$130.91B638.07.05.34.0+43.28%Buy
EQIX$105.71B546.76.53.03.5Buy
AMT$86.44B726.79.05.33.0+7.03%Strong Buy
SPG$77.34B637.39.04.03.0-28.01%Buy

Smart narrative

SBA Communications Corp trades at $217.26. representing a P/E of 21.36x trailing earnings. Our Smart Value Score of 49/100 indicates the stock is fair. The company scores 5/9 on the Piotroski F-Score. With an Altman Z-Score of -0.26, it sits in the distress. TTM revenue stands at $2.85B. with profit margins at 35.70%. Our DCF model estimates intrinsic value at $192.43.

Frequently asked questions

What is SBA Communications Corp's stock price?

SBA Communications Corp (SBAC) trades at $217.26, on a P/E of 21.4x and a P/S of 7.6x. Those multiples show what the market is paying for each dollar of earnings and sales, which is the real starting point for judging whether the price is reasonable.

Is SBA Communications Corp overvalued?

SBA Communications Corp carries a Smart Value Score of 49/100 (Grade C), which we rate Sell. That score blends growth, quality, and valuation into one read. Our DCF puts intrinsic value at $192.43 versus the $217.26 price, a 0.8% margin of safety on a cash flow basis.

What is the price target of SBA Communications Corp (SBAC)?

The 12-month analyst consensus target is $230.53, about 6.1% above the current $217.26. A consensus target is the average of Wall Street's 12-month forecasts, so it works as a sentiment gauge rather than a guarantee, and it resets with every earnings cycle.

What is the intrinsic value of SBA Communications Corp (SBAC)?

Our DCF model estimates intrinsic value at $192.43, a +0.8% margin of safety versus today's $217.26. Intrinsic value is what the projected cash flows are worth today. A positive reading means the price sits below that estimate, leaving a cushion if growth holds.

What is SBA Communications Corp's revenue?

SBA Communications Corp's trailing twelve-month revenue is $2.85B. Revenue scale anchors the valuation multiples and shows whether growth is reaching the top line, so it is best read alongside margin and growth trends to see if that revenue is getting more profitable over time.

Altman Z-Score?

SBA Communications Corp's Altman Z-Score is -0.26, which places it in the distress. The Altman Z-Score gauges bankruptcy risk from profitability, leverage, and asset efficiency, and a higher reading points to lower financial distress risk.

Company info

SectorREAL ESTATE
IndustryREIT - SPECIALTY
CountryUSA
ExchangeNASDAQ
CurrencyUSD

Quick metrics

P/S ratio7.55x
ROE
Beta1.02
50D MA$204.65
200D MA$197.24
Shares out0.11B
Float0.11B
Short ratio
Avg volume1.2M

Performance

1 week+5.82%
1 month-3.67%
3 months+11.73%
YTD+7.54%
1 year
3 years
5 years