SBAC
Real Estate · REIT - Specialty
Performance
SBAC (SBAC) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
SBAC (SBAC) operates in the REIT - Specialty space within the Real Estate sector. With a market cap of $20.8B, it qualifies as a mid-cap company. Growth is moderate and the business remains profitable, offering a balanced risk/reward profile compared to high-multiple peers.
- Revenue growth of 6% YoY shows solid business momentum
- Exceptional profit margin of 35.7% — the business retains a large share of each dollar earned
- Dividend yield of 2.55% provides consistent income on top of price appreciation
- Earnings fell 15% YoY — profitability is under pressure
- Current ratio below 1 (0.20×) — short-term liabilities exceed current assets
Verdict
Buy / Hold
More positives than negatives. Fundamentals support holding while monitoring key risks.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
2.55%
5Y Avg Annual
$3.4200
Last Payment
$1.2500
Ex-Date
05/22/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/22/2026 | 06/17/2026 | $1.2500 | 2.54% |
03/13/2026 | 04/08/2026 | $1.2500 | 2.54% |
11/13/2025 | 12/09/2025 | $1.1100 | 2.26% |
08/21/2025 | 09/16/2025 | $1.1100 | 2.26% |
05/22/2025 | 06/17/2025 | $1.1100 | 2.26% |
03/13/2025 | 04/08/2025 | $1.1100 | 2.26% |
11/14/2024 | 12/10/2024 | $0.9800 | 1.99% |
08/22/2024 | 09/17/2024 | $0.9800 | 1.99% |
Magic Number
Shares needed to self-fund your next purchase
$196.55
Price
$1.2500
Last div. (quarterly)
158
shares
Own 158 SBAC shares ($31,054.85) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$31,054.85
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
EPS (TTM)
$9.50
P/E (TTM)
20.7
Fwd P/E
24.2
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $196.55
Graham Number
√(22.5 × EPS × Book Value)
N/A
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$56.40
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
6/10
75% score
Pays dividends
7Y hist.7+ years of dividend history
Dividend consistency (5Y+)
7 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
Return on equity — measures how efficiently capital is used
Positive profit margin
35.7%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+5.9%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
-14.7%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
Low financial leverage reduces risk of distress
Current ratio above 1
0.20×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$228M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.55%Stock must distribute income to shareholders
Related Assets
Real Estate
About SBAC
SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure. It includes towers, buildings, rooftops, distributed antenna systems (DAS) and small cells. With a portfolio of more than 46,000 communications sites throughout the Americas and in Africa, SBA is listed on NASDAQ under the symbol SBAC. Our organization is part of the S&P 500 and one of the top Real Estate Investment Trusts (REITs) by market capitalization. SBA Communications Corporation was incorporated in 1989 and is based in Boca Raton, Florida.
Sector
Real Estate
Industry
REIT - Specialty
Location
Boca Raton, United States
Employees
1,844