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SBAC
$179.50-$4.26 (-2.32%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$19.5B
106M shares
52-week range
$162.41 – $243.16
21% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NASDAQ
CS
Borrow rate
0.45%
Easy to borrow
Price (6 mo)
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Change$-139.20
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.87B | $2.01B | $2.08B | $2.31B | $2.63B | $2.71B | $2.68B | $2.82B |
| Cost of revenue | $479.8M | $508.3M | $493.1M | $573.1M | $695.5M | $634.3M | $607.7M | $1.64B |
| Gross profit | $1.39B | $1.51B | $1.59B | $1.74B | $1.94B | $2.08B | $2.07B | $1.17B |
| Gross margin | 74.3% | 74.8% | 76.3% | 75.2% | 73.6% | 76.6% | 77.3% | 41.6% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $544.2M | $583.5M | $633.7M | $782.5M | $925.4M | $923.7M | $1.44B | $1.37B |
| EBITDA | $1.24B | $1.31B | $1.39B | $1.51B | $1.68B | $1.79B | $1.79B | $2.19B |
| Net income | $47.5M | $147.0M | $24.1M | $237.6M | $461.4M | $501.8M | $749.5M | $1.05B |
| Net margin | 2.5% | 7.3% | 1.2% | 10.3% | 17.5% | 18.5% | 28.0% | 37.4% |
| EPS (diluted) | 0.41 | 1.28 | 0.21 | 2.14 | 4.22 | 4.61 | 6.94 | 9.80 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $2.9B | $7.42 | $7.27–$7.53 | 9 |
| 2027 | $2.9B | $8.40 | $7.47–$8.99 | 9 |
| 2028 | $3.0B | $9.16 | $7.26–$9.97 | 9 |
| 2029 | $3.2B | $9.40 | $9.28–$9.54 | 3 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$698.48
Price
$179.50
Implied upside
+289%
Peer comparison
SBA Communications Corp
SBA Communications owns a portfolio of about 46,000 wireless towers throughout North America, South America, and Africa. It leases space on its towers to wireless service providers, who install equipment to support their wireless networks. The company has a very concentrated customer base, with most revenue in each market generated by the top three or four mobile carriers. It owns more than 17,000 towers in the US, which account for about 70% of leasing revenue. Internationally, SBA's largest markets are Brazil and Guatemala, where it owns roughly 12,000 and 5,000 towers, respectively. SBA operates as a real estate investment trust.
www.sbasite.com- Employees
- 1,844
- IPO / List date
- Jun 16, 1999
- HQ
- BOCA RATON, FL
Held by traders on TradeandTell
No one on the platform currently holds SBAC.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2024-09-30 | 89,849 | $21.6M |
| Bridgewater Associatesas of 2026-03-31 | 14,652 | $2.5M |
Insider activity (SEC Form 4)
Dividend history
TTM yield · 2.63% ($4.72/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-22 | $1.2500 | 2026-06-17 |
| 2026-03-13 | $1.2500 | 2026-03-27 |
| 2025-11-13 | $1.1100 | 2025-12-11 |
| 2025-08-21 | $1.1100 | 2025-09-18 |
| 2025-05-22 | $1.1100 | 2025-06-17 |
| 2025-03-13 | $1.1100 | 2025-03-27 |
| 2024-11-14 | $0.9800 | 2024-12-12 |
| 2024-08-22 | $0.9800 | 2024-09-18 |
| 2024-05-22 | $0.9800 | 2024-06-19 |
| 2024-03-13 | $0.9800 | 2024-03-28 |
Recent trades on TradeandTell
No one on the platform has traded SBAC yet.
