Real Estate
SBA Communications Corporation(SBAC)
Live Price
Offline$203.65
-1.77% today
1Y Change
-16.46%
Window
Jun 20, 2025 โ Jun 17, 2026
- Market Cap
- $23.18B
- Revenue Growth
- +5.1%
- EPS Growth
- +41.2%
- Dividend Yield
- 2.1%
Coverage: 249 bars ยท Jun 20, 2025 โ Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
SBA Communications Corporation (SBAC) is a Real Estate stock with a market cap of $23.18B and listed on NASDAQ. The stock last traded around $203.65 and down 16.5% across the available one-year price window (Jun 20, 2025 โ Jun 17, 2026). Baseline metrics include revenue growth of +5.1%, EPS growth of +41.2%, a dividend yield of 2.1%. What stands out right now is revenue +5.1%, EPS +41.2%, free cash flow -3.6% with operating margin 47.6% and ROIC 10.0%. The dividend is present but secondary, with a yield around 2.1%. Valuation already assumes a fairly strong business story at P/E 22.7 and price/sales 8.1. Stock Foundry combines SBAC price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Real Estate peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+5.1% vs +11.4% peer median
Operating Margin
Below sector median
+47.6% vs +59.6% peer median
P/E
Above sector median
22.7 vs 19.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 27, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +5.1% and EPS at +41.2%, with operating margin around 47.6%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +2.1% over the next 5 trading days and finished higher after 3 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 27, 2026 | โ | +1.2% | +1.4% | -6.2% |
2026 Feb 26, 2026 | -10.8% | +4.7% | +1.8% | -13.5% |
2025 Nov 3, 2025 | +9.2% | +1.4% | +3.0% | -3.4% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
SBAC
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
SBAC Max Drawdown
-31.00%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for SBAC and SPY.
Company Overview
SBA Communications Corporation
NASDAQ Global Select
SBA Communications Corporation is a first choice provider and leading owner and operator of wireless communications infrastructure in North, Central, and South America and South Africa. By Building Better Wireless, SBA generates revenue from two primary businesses site leasing and site development services. The primary focus of the Company is the leasing of antenna space on its multi-tenant communication sites to a variety of wireless service providers under long-term lease contracts. For more information please visit: www.sbasite.com.
- Leadership
- Brendan Thomas Cavanagh
- IPO Date
- Jun 16, 1999
- Employees
- 1.7k
- Street Address
- 8051 Congress Avenue
- Mailing
- Boca Raton, FL, 33487
- Region
- Boca Raton, FL, US
- Reporting Currency
- USD
- Investor Line
- 561-995-7670
- Last Updated
- May 4, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 22.7
- EV/EBITDA
- 18.5
- Price/Sales
- 8.1
- Price/Book
- โ
Growth
- Revenue
- +5.1%
- EPS
- +41.2%
- Free Cash Flow
- -3.6%
Profitability
- Gross Margin
- 63.6%
- Operating Margin
- 47.6%
- Net Margin
- 35.7%
- ROE
- -20.9%
- ROIC
- 10.0%
Balance Sheet
- Debt/Equity
- โ
- Current Ratio
- 0.23
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.