NASD · Real Estate · REIT - Specialty · USA
SBA Communications Corp is a large cap company (market value between $10 billion and $200 billion) in the REIT - Specialty industry.
SBA Communications Corp owns and operates antenna support structures across the United States, its territories, and select international markets in Central and South America and Africa. The company primarily leases space on these assets to wireless service providers through long-term agreements and manages sites for property owners. It also provides development services to help carriers build their networks.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the SBA Communications Corp stock.
Overvalued: intrinsic value $138.30 per share, market price $183.09, margin of safety -32.4% (as of 2026-10-19).
Discounting its cash flows at 8.5% (average of 2 methods) values the shares at $138.30; the price of $183.09 is 32% above that value, and 78% of that value comes from beyond year five.
Leak Score: 44/100 on 10 of 12 signals (On Watch).
17 more funds hold it; the full list is part of the paid plan.
All 19 REIT - Specialty stocks
SBAC is overvalued (as of the 2026-10-19 close). Discounting its cash flows at 8.5% (average of 2 methods) values the shares at $138.30; the price of $183.09 is 32% above that value, and 78% of that value comes from beyond year five.
$138.30 per share (as of the 2026-10-19 close), against a market price of $183.09. That is a margin of safety of -32.4%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
44 out of 100, which we rate "On Watch", on 10 of 12 value investing signals.