SBA Communications Corporation

SBAC • REIT - Specialty

$189.44

▼ -2.08 (-1.09%)

Precio actual

ResultadosÚltimo reporte: 30 jun 2026

PERFIL FAVORABLEAtractivaConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$20.12B

Crecimiento

5.1%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 37.4%Crecimiento positivo de ingresos · 6.0%Flujo de caja libre positivo · 9.95Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 19.68

Datos financieros hasta: 30 jun 2026, 12:00 a.m. UTCÚltima actualización de earnings: 30 jun 2026, 12:00 a.m. UTCÚltima actualización del perfil: 7 ago 2026, 12:24 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$189.44

Change-1.09%

Shares Out106.19M

Market Cap$20.12B

Enterprise Value$32.52B

52W Range162.41 - 225.33

Beta1.00

P/E20.30

P/S7.01

P/B-4.34

P/FCF30.65

EV/Sales11.33

Price$189.44

Change-1.09%

Shares Out106.19M

Market Cap$20.12B

Enterprise Value$32.52B

52W Range162.41 - 225.33

Beta1.00

P/E20.30

P/S7.01

P/B-4.34

P/FCF30.65

EV/Sales11.33

EV/EBITDA15.71

EV/FCF49.55

Earnings Yield4.92%

FCF Yield3.26%

Dividend Yield2.51%

Gross Margin41.61%

Oper. Margin48.67%

Profit Margin37.43%

Debt/Eq-3.16

Current Ratio0.49

Quick Ratio0.49

Revenue 5Y5.06%

Target$217.67

Target Upside14.90%

Target Median$212.50

Target Range205.00 - 238.00

Volume876.64K

Avg Volume938.69K

EPS Surprise-0.04

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

90/100

Fortaleza financiera

Deuda, caja, estabilidad

24/100

Potencial de crecimiento

Ingresos y expansión

59/100

Atractivo del precio

Barata o cara hoy

61/100

Por qué este puntaje▼

Márgenes estables o en mejora · 37.4%Crecimiento positivo de ingresos · 6.0%Flujo de caja libre positivo · 9.95Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 19.68Liquidez débil · 0.49

Analyst view

Analyst sentiment and price target

SBAC

Analyst sentiment

Based on 42 analyst votes · 2026-09-05

85/100

Bullish

Hold

Bearish

Precio objetivo

2026-08-07

Bajo

$205.00

Promedio

$223.83

Mediana

$222.50

Alto

$245.00

Resumen de la compañía

IPO: 6/16/1999

Industria: REIT - Specialty

P/B i: -4.34

Deuda / Patrimonio i: -3.16

Margen operativo: 48.67%

Margen neto: 37.43%

ROE i: -

ROIC: -

Salud financiera

Puntaje5 / 20

Deuda / Patrimonio: -3.16

Ratio corriente: 0.49

Ratio rápido: 0.49

Estado: Weak

Advertencias

Weak Liquidity
Weak quick ratio

Transacciones internas

Actividad reciente de ejecutivos e insiders

DAY DONALD

Transacción: 08/01/2026

VENTA

Cambio

-457

Precio

Not reported

Presentación

08/04/2026

Tipo

VENTA

DAY DONALD

Transacción: 08/01/2026

VENTA

Cambio

—

Precio

$180.98

Presentación

08/04/2026

Tipo

VENTA

LANGER JACK

Transacción: 05/22/2026

COMPRA

Cambio

+1,108

Precio

Not reported

Presentación

05/27/2026

Tipo

COMPRA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
DAY DONALD	VENTA	-457	Not reported	08/01/2026	08/04/2026
DAY DONALD	VENTA	—	$180.98	08/01/2026	08/04/2026
LANGER JACK	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
Krouse George R Jr	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
BEEBE KEVIN L	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
Chan Mary S	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
Johnson Jay LeCoryelle	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
BOWEN LAURIE	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
Wilson Amy E	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
STOOPS JEFFREY	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
BERNSTEIN STEVEN E	COMPRA	+1,108	Not reported	05/22/2026	05/27/2026
BERNSTEIN STEVEN E	VENTA	-1,501	$212.31	05/13/2026	05/15/2026
BERNSTEIN STEVEN E	VENTA	-1,496	$213.61	05/13/2026	05/15/2026
BEEBE KEVIN L	VENTA	-1,501	$212.31	05/13/2026	05/15/2026
BEEBE KEVIN L	VENTA	-1,492	$213.61	05/13/2026	05/15/2026
LANGER JACK	VENTA	-1,501	$212.31	05/13/2026	05/15/2026
LANGER JACK	VENTA	-1,496	$213.61	05/13/2026	05/15/2026
Krouse George R Jr	VENTA	-501	$212.31	05/13/2026	05/15/2026
Krouse George R Jr	VENTA	-500	$213.61	05/13/2026	05/15/2026
STOOPS JEFFREY	VENTA	-302	Not reported	05/01/2026	05/05/2026

Sobre la compañía

SBA Communications Corporation

SBA Communications Corporation stands as a premier owner, operator, and provider of crucial wireless communication infrastructure across North, Central, and South America, in addition to South Africa. Guided by its mission to 'Build Better Wireless,' the company primarily earns revenue from two core business areas: the leasing of antenna space and providing comprehensive site development services. Its central activity revolves around renting out capacity on its shared communication towers to various wireless service providers through long-term contractual agreements. For further details, please visit www.sbasite.com.

Fuente - Link

Competidores

AVB BEKE EQR ESS GLPI INVH LAMR MAA WY

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

SBA Communications (NASDAQ:SBAC) versus Power REIT (NYSE:PW) Financial Comparison

SBA Communications (NASDAQ: SBAC - Get Free Report) and Power REIT (NYSE: PW - Get Free Report) are both real estate companies, but which is the better stock? We will compare the two businesses based on the strength of their risk, valuation, profitability, earnings, dividends, analyst recommendations and institutional ownership. Analyst Recommendations This is a breakdown of

Defense World

SBA Communications (SBAC) Up 0.5% Since Last Earnings Report: Can It Continue?

SBA Communications (SBAC) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research

SBA Communications Corporation: Fast-Growing Dividend, Undervalued

SBA Communications Corporation is rated 'Buy' with a $230/share price target, reflecting undervaluation and strong capital allocation. Q2 2026 results showed 2.3% revenue growth, driven by international site leasing, offsetting domestic weakness from Sprint & T-Mobile churn. SBAC's dividend is well-covered at a 41% payout ratio, with ongoing share buybacks and ample liquidity following its inaugural investment-grade bond issuance.

Seeking Alpha

Adelante Capital Management LLC Buys Shares of 15,505 SBA Communications Corporation $SBAC

Adelante Capital Management LLC bought a new position in shares of SBA Communications Corporation (NASDAQ: SBAC) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 15,505 shares of the technology company's stock, valued at approximately $2,736,000. Several other institutional investors and hedge

Defense World

SBA Communications Corporation to Speak at Citi's 2026 Global TMT Conference and the BofA Securities 2026 Media, Communications and Entertainment Conference

SBA Communications Corporation (NASDAQ: SBAC) (âSBAâ) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at Citi's 2026 Global TM

GuruFocus

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-29	1.78	1.74	-0.04
2026-02-26	3.89	3.47	-0.42
2025-11-03	3.04	3.32	0.28
2025-08-04	3.12	2.09	-1.03
2025-04-28	3.12	1.77	-1.35
2025-02-24	2.08	1.61	-0.47
2024-10-28	2.27	2.4	0.13
2024-07-29	2.07	1.51	-0.56
2024-04-29	1.21	1.42	0.21
2024-02-26	1.37	1.01	-0.36
2023-11-02	1.19	0.8	-0.39
2023-07-31	1.22	1.87	0.65