Price
No data yet.
Social Signal Score
Revenue
$715.27M+73.90%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Brendan Thomas Cavanagh
- Sector
- Real Estate
- Industry
- REIT - Specialty
- Employees
- 1,844
- Beta
- 0.98
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 0.25
Financials
Revenue
$715.27M+73.9%Net Income
$198.78MEBITDA
$441.59M+63.8%Free Cash Flow
$344.76M+174.9%EPS (diluted)
$1.87Shares Outstanding (diluted)
106.19M-14.8%Operating Expenses
$77.55MCash & Debt
$327.05MReturn of Capital
$134.90MRevenue by Segment (annual)
$2.82BDividend per Share
$1.25Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.82B | $1.05B | $9.83 |
| 2024 | $2.68B | $749.54M | $6.96 |
| 2023 | $2.71B | $501.81M | $4.64 |
| 2022 | $2.63B | $461.43M | $4.27 |
| 2021 | $2.31B | $237.62M | $2.17 |
| 2020 | $2.08B | $24.10M | $0.21 |
| 2019 | $2.01B | $146.99M | $1.28 |
| 2018 | $1.87B | $47.45M | $0.41 |
| 2017 | $1.73B | $103.65M | $0.86 |
| 2016 | $1.63B | $76.24M | $0.61 |
| 2015 | $1.64B | $-175.66M | $-1.37 |
| 2014 | $1.53B | $-24.30M | $-0.19 |
| 2013 | $1.30B | $-55.91M | $-0.44 |
| 2012 | $954.08M | $-183.33M | $-1.51 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $14.44
- Implied price
- $288.81
- Return from $190.95
- 8.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $143.59 — -24.8% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 14 | 17 | 20 | 23 | 26 |
|---|---|---|---|---|---|
| -2.0% | -8.2% | -4.6% | -1.4% | 1.4% | 3.9% |
| 3.0% | -3.5% | 0.3% | 3.6% | 6.5% | 9.2% |
| 8.0% | 1.1% | 5.2% | 8.6% | 11.7% | 14.5% |
| 13.0% | 5.8% | 10.0% | 13.7% | 16.9% | 19.8% |
| 18.0% | 10.5% | 14.9% | 18.7% | 22.0% | 25.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
110+10.00%Social Signal Score
Mentions (2)
- Newsseekingalpha.com·6h ago·Positive
…rong 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.
View source ↗ - Newsbusinesswire.com·4d ago·Neutral
…ations Corporation to Speak at the Goldman Sachs 2026 Communacopia + Technology Conference BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Brendan Cavanagh, President and Chief Executive Officer, is scheduled to speak at the Goldman Sachs 2026 Communacopia + Technology Conference on Wednesday, September 9, 2026 at 4:25 PM PT. The conference will be held at the Palace Hotel in San Francisco, California. The audio presentation for SBA can be …
View source ↗
Earnings
Mon, Nov 2(in 2 months)
Consensus estimate $2.07 per share
Typical surprise -10.8% (median, so one quarter with a near-zero estimate can't distort it)
- Mon, Aug 3$1.87 vs $1.85beat
- Wed, Apr 29$1.74 vs $1.78miss
- Thu, Feb 26$3.47 vs $3.89miss
- Mon, Nov 3$3.32 vs $3.04beat
- Mon, Aug 4$2.09 vs $3.12miss
- Mon, Apr 28$1.77 vs $3.12miss
Estimates and results for SBAC via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Insider trading
Open-market buys and sells by SBAC officers and directors.
- Bought
- —
- Sold
- $55k
0 trades
1 trade
- Krouse George R Jrsold
99 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.