SBA Communications Corporation (SBAC)
NASDAQ · Real Estate · market cap 19.65B
Share price
$184.86
At the last nightly close
Intrinsic value
$314.81
A single conservative estimate.
Margin of safety
+70.3%
($314.81 − $184.86) ÷ $184.86
EV / EBIT
n/a
Not ranked: reit sector.
How these numbers are computed
The valuations are calculated in Python from filed accounts, not written by a language model. Three methods run side by side: earnings power value, which capitalises a normalised operating profit; a free-cash-flow model; and the Graham Number as an asset-side cross-check. The conservative figure above starts from the lower of the first two; the Graham Number never enters it.
The frame gives no credit for growth unless the company has earned it: only a return on invested capital that has beaten the cost of capital year after year earns a growth credit, and that credit is capped. A company that compounds will therefore usually read as expensive against it — that is deliberate. It is a price-discipline floor, not a price target, and it is not a view on what the shares will do.
The EV/EBIT ranking uses the median operating profit of up to fifteen fiscal years — a full cycle — where the free screeners use the last twelve months. When the data cannot support a method, the figure reads n/a rather than a number: a free-cash-flow valuation on a bank, a PEG on erratic earnings, a multiple on a company with no operating profit to speak of.
Fundamentals from SEC EDGAR. Prices, market data and technicals from yfinance. Valuation computed 2026-08-24.
Key metrics
Market position
Annual financials
| Period | Revenue | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|
| 2025-FY | 2.82B | 1.55B | 1.05B | 9.83 | 1.07B |
| 2024-FY | 2.68B | 1.57B | 749.5M | 6.96 | 1.11B |
| 2023-FY | 2.71B | 1.11B | 501.8M | 4.64 | 1.31B |
| 2022-FY | 2.63B | 995.4M | 461.4M | 4.27 | 1.07B |
| 2021-FY | 2.31B | 782.5M | 237.6M | 2.14 | 1.06B |
Filed figures from SEC EDGAR, in the reporting currency.
Recent news
- Sba Communications (SBAC) Stock News & Updates | StockTitanstocktitan.net
- SBA Communications (SBAC) Stock Price, News & Analysismarketbeat.com
- SBA Communications (SBAC) Earnings: Latest Report, Earnings Call & Financialspublic.com
- SBA Communications: SBAC Stock Price Quote & News | Robinhoodrobinhood.com
- SBA Communications Corporation (SBAC) Stock Price, ...finance.yahoo.com
Headlines link to their source. Sperio does not republish article text.
The figures above are the arithmetic. To see what a board of eight AI agents makes of them — macro, sector, filings, news and a devil's advocate whose only job is to attack the thesis — run the full analysis on SBAC.
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This page presents computed figures and filed financial data for information only. It is not investment advice, not a recommendation to buy or sell any security, and not a statement about what these shares will do. Sperio is a research tool, not an investment adviser. Figures are derived automatically from public filings and market data and may be incomplete, out of date or wrong. See the Terms & Disclaimer.