SBA Communications Corporation (SBAC) has a MoatMap StockRank of 56/100 based on Quality (51/100), Value (37/100), and Momentum (54/100) factor scores. The current signal is HOLD. SBA Communications is a high-quality telecom tower REIT, but it is highly leveraged and does not directly leverage our core 18-month macro themes.
SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure, primarily cell towers, across the Americas and Africa. Operating as a REIT, its competitive moat is underpinned by the high barriers to entry in tower construction and long-term lease agreements with major wireless carriers, ensuring stable, recurring revenue streams. SBA is a critical infrastructure provider facilitating the ongoing demand for mobile data and 5G deployment.
| Price | $204.78 |
| Market Cap | $21.7B |
| P/E (TTM) | 21.88 |
| P/E (Forward) | 25.64 |
| Price/Book | -4.64 |
| Return on Invested Capital | 19.3% |
| Gross Margin | 74.2% |
| Operating Margin | 52.4% |
| Revenue Growth | 5.9% |
| Dividend Yield | 2.4% |
| Free Cash Flow | $-302M |
SBA Communications Corporation operates in the REIT - Specialty industry, part of the Real Estate sector (United States).