Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
SBAC
HoldSBA Communications Corporation · Real Estate · United States · $20.3B · Avg Vol: $191M/d
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.6B | 2.7B | 2.7B | 2.8B | 2.2% | 2.9B | 2.9B | 2.9B | 2.2% |
| EPS | 4.27 | 4.64 | 6.96 | 9.83 | 32.0% | 9.18 | 7.74 | 8.23 | -8.5% |
| Shares | 108.0M | 108.0M | 107.6M | 105.7M | -2.2% | 106.1M | — | — | — |
| Debt | 15.2B | 14.5B | 15.8B | 15.3B | 0.3% | 15.2B | — | — | — |
| Equity | -5.3B | -5.2B | -5.1B | -4.9B | — | — | — | — | — |
| Op CF | 1.3B | 1.5B | 1.3B | 1.3B | 0.1% | 1.3B | — | — | — |
| Inv CF | -1.4B | -468.2M | -809.3M | -601.8M | — | — | — | — | — |
| Fin CF | -135.5M | -1.0B | 645.7M | -1.7B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of SBAC are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| SBAC | SBA Communications Corporation(you) | $20.3B | 60 | Hold |
| GLPI | Gaming and Leisure Properties, Inc. | $12.7B | 65 | Buy |
| LAMR | Lamar Advertising Company | $15.3B | 71 | Buy |
| IRM | Iron Mountain Incorporated | $35.0B | 45 | Hold |
| AMT | American Tower Corporation | $82.1B | 59 | Hold |
| CCI | Crown Castle Inc. | $33.3B | 35 | Sell |
| WY | Weyerhaeuser Company | $17.0B | 27 | Sell |
| OUT | OUTFRONT Media Inc. | $5.2B | 71 | Buy |
| DLR | Digital Realty Trust, Inc. | $70.0B | 43 | Hold |
| UNIT | Uniti Group Inc. | $2.4B | 65 | Buy |
Peer medians: ROE 4.9% · P/E 25.1x · Gross margin 66.6%