pretickt

Is SBAC a good stock to buy?

SBA Communications Corporation · end-of-day data as of Nov 13, 2026

SBA Communications
SBAC · $19.77B
$189.35+1.5%
Nov 13, 2026 · close
$160$180SepOctNov9:3016:003 months +5.8%Nov 13 · close
▲ 6
  • PT$231.40 +22.2%
  • ConsensusBuy · 21
  • P/E vs sector-33.2%
  • FCF yield+5.3%
  • MAs4 of 4
  • MA20×50Golden 10d ago
Neutral
  • Earnings in104d
  • P/E20.4x
  • RSI58
  • Support-2.5%
  • Resistance+1.7%
  • Off 52w high-15.6%
  • Volume0.5x
  • Bollingerupper half
  • News0.00
  • Trendsideways
  • Sector→ -1.7%
  • 52w range$157–$224
  • ATR+3.0%
  • Off ATH-51.6%
▼ 3
  • P/E vs own+10.3%
  • Insiders-$54.8K
  • MACD-0.01

Updates with the 15-min delayed price. Not a forecast or investment advice.

Is SBA Communications a good stock to buy?

SBA Communications is strong on 2 of the 5 questions about the business; weak on execution and fragility. The price is low: 20.4 times its earnings, below its 3-year median of 29.0 (Nov 13, 2026). pretickt does not say whether to buy or sell.

  1. Demand steady
  2. Advantage hard to copy
  3. Economics very profitable
  4. Execution misses
  5. Fragility fragile
  6. Price below its usual
DemandDo people want more of what it sells?steady

SBAC sales growth revenue growth

+2%a year, for the last 3 years

SBA Communications' sales grew 2% a year for 3 years, to $2.82B in fiscal 2025.

SBAC analysts' forecast revenue estimates

+1%the sales they expect next fiscal year, on the last

Analysts expect SBA Communications' sales to grow 1% to $2.85B in fiscal 2026 (13 analysts).

SBAC competitors

pretickt analysis+2%its sales in 12 months, on a year before

SBA Communications' sales grew 2% in the 12 months to Sep 30, 2026, faster than Weyerhaeuser (-2%) and Crown Castle (-16%), slower than Digital Realty (+21%) and Iron Mountain (+17%).

SBAC customers' spending

pretickt analysis-7%what its customers invest, on a year before

AT&T, T-Mobile and Verizon, customers of SBA Communications, spent 7% less on capital in their latest quarter (to Sep 30, 2026) than a year before.

SBAC sales by business revenue by segment

66%of its sales from Domestic Site Leasing Revenue

Domestic Site Leasing Revenue brought SBA Communications 66% of its sales in fiscal 2025; International Site Leasing Revenue 25%.

Advantage moatIs it hard to copy?hard to copy

SBAC return on capital ROIC

pretickt analysis223%earned before tax on the money invested in it

SBA Communications earned 223% before tax on the capital invested in it in the 12 months to Sep 30, 2026; Iron Mountain 47%, Crown Castle 10%, Weyerhaeuser 4% and Digital Realty 3%.

EconomicsDoes it make good money?very profitable

SBAC margin after costs profit margin

51%of sales left after running the business

SBA Communications' operating margin was 51% in the 12 months to Sep 30, 2026, against 35% in fiscal 2022.

SBAC cash generated free cash flow

$1.05Bcash left after investing, last 12 months

SBA Communications generated $1.05B of free cash flow in the 12 months to Sep 30, 2026, about as much as its reported profit.

SBAC profit per share

+41%in its last fiscal year

SBA Communications' earnings per share grew 41% in fiscal 2025, to $9.81.

ExecutionDoes it deliver what it promises?misses

SBAC earnings vs estimates

2 of 7quarters above the analysts' estimate

SBA Communications beat the analysts' profit estimate in 2 of 7 quarters, the latest on Nov 2, 2026; 1 quarter the sources disagree on is left out.

SBAC insider selling

-$54.8Ksold, net, by its executives in 12 months

SBA Communications' executives and directors sold a net $54.8K of shares in the 12 months to Nov 13, 2026; none bought.

SBAC number of employees

+7%more people in a year

SBA Communications had 1,844 employees at the end of fiscal 2025, 7% more than a year before.

SBAC CEO pay

$11.36Mfor fiscal 2025, 76% of it in stock and options

SBA Communications paid its CEO $11.36M for fiscal 2025, 76% of it in stock and options.

Fragility risksCould something break it?fragile

SBAC financial health Altman Z-score

0.2Altman Z-score, safe above 3

SBA Communications' Altman Z-score is 0.2 (Nov 13, 2026), below 1.8, the distress zone.

SBAC quality checks Piotroski score

6 of 9checks passed

SBA Communications passes 6 of the 9 Piotroski checks in the 12 months to Sep 30, 2026; it misses on the current ratio, gross margin and sales for its assets.

SBAC biggest customers

67%of sales from its 3 biggest customers

T-Mobile, AT&T Wireless and Verizon Wireless made 67% of SBA Communications' sales in fiscal 2025.

SBAC in past recessions

pretickt analysis+3%its sales in the worst one

SBA Communications' sales grew through each of the last 2 US recessions (2008–09 and 2020).

Price valuationIs the price reasonable?below its usual

SBAC price vs profit P/E ratio

20.4×a year's earnings

SBA Communications' P/E ratio is 20.4 (Nov 13, 2026), below its 3-year median of 29.0.

SBAC price vs competitors

pretickt analysis20.4×a year's earnings, against its competitors

Investors pay 20.4 times SBA Communications' earnings (Nov 13, 2026), less than for Digital Realty (75.0), Iron Mountain (74.3), Crown Castle (38.0) or Weyerhaeuser (33.0).

SBAC analysts' target price target

+22%to their average target

Analysts' average price target for SBA Communications is $231, 22% above the Nov 13, 2026 close of $189.35.

SBAC growth priced in fair value

pretickt analysis+6%a year, for ten years, to be worth the price

At $189.35 a share, SBA Communications' free cash flow must grow about 6% a year for ten years to be worth the price (Nov 13, 2026).

What is SBA Communications' P/E ratio?

SBA Communications' P/E ratio is 20.4 (Nov 13, 2026), below its 3-year median of 29.0. Investors pay 20.4 times SBA Communications' earnings (Nov 13, 2026), less than for Digital Realty (75.0), Iron Mountain (74.3), Crown Castle (38.0) or Weyerhaeuser (33.0).

Who are SBA Communications' biggest competitors?

pretickt compares SBA Communications with Weyerhaeuser, Iron Mountain, Crown Castle and Digital Realty. SBA Communications' sales grew 2% in the 12 months to Sep 30, 2026, faster than Weyerhaeuser (-2%) and Crown Castle (-16%), slower than Digital Realty (+21%) and Iron Mountain (+17%).

Is SBA Communications profitable?

SBA Communications' operating margin was 51% in the 12 months to Sep 30, 2026, against 35% in fiscal 2022. SBA Communications generated $1.05B of free cash flow in the 12 months to Sep 30, 2026, about as much as its reported profit.

Are insiders selling SBA Communications stock?

SBA Communications' executives and directors sold a net $54.8K of shares in the 12 months to Nov 13, 2026; none bought.

How does SBA Communications make money?

Domestic Site Leasing Revenue brought SBA Communications 66% of its sales in fiscal 2025; International Site Leasing Revenue 25%.

How many employees does SBA Communications have?

SBA Communications had 1,844 employees at the end of fiscal 2025, 7% more than a year before.

Who are SBA Communications' biggest customers?

T-Mobile, AT&T Wireless and Verizon Wireless made 67% of SBA Communications' sales in fiscal 2025. AT&T, T-Mobile and Verizon, customers of SBA Communications, spent 7% less on capital in their latest quarter (to Sep 30, 2026) than a year before.

From the companies' statements (FMP), their filings read by pretickt, the analysts and the insiders, as of Nov 13, 2026. Each card says what a fact means for its question, never what to do with the stock: for information only, not investment advice.