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Upturn AI SWOT - About
SBAC 
SBA Communications Corp (SBAC)
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Upturn Advisory Summary
08/28/2025: SBAC (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
18 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $256.29
1 Year Target Price $256.29
| 6 | Strong Buy |
| 4 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 14.46% | Avg. Invested days 62 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.00B USD | Price to earnings Ratio 25.14 | 1Y Target Price 256.29 |
Price to earnings Ratio 25.14 | 1Y Target Price 256.29 | ||
Volume (30-day avg) 18 | Beta 0.77 | 52 Weeks Range 189.70 - 247.78 | Updated Date 08/29/2025 |
52 Weeks Range 189.70 - 247.78 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 2.03% | Basic EPS (TTM) 8.15 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 32.25% | Operating Margin (TTM) 54.18% |
Management Effectiveness
Return on Assets (TTM) 9.3% | Return on Equity (TTM) - |
Valuation
Trailing PE 25.14 | Forward PE 23.92 | Enterprise Value 36653270838 | Price to Sales(TTM) 8.07 |
Enterprise Value 36653270838 | Price to Sales(TTM) 8.07 | ||
Enterprise Value to Revenue 13.45 | Enterprise Value to EBITDA 21.69 | Shares Outstanding 107379000 | Shares Floating 106548973 |
Shares Outstanding 107379000 | Shares Floating 106548973 | ||
Percent Insiders 0.71 | Percent Institutions 102.12 |
Upturn AI SWOT
SBA Communications Corp
Company Overview
History and Background
SBA Communications Corporation was founded in 1989. Initially focused on radio broadcasting, it transitioned to wireless communications infrastructure in the late 1990s, becoming a leading independent owner and operator of wireless communications infrastructure in North and Central America.
Core Business Areas
- Site Leasing: Leasing antenna space on towers and other structures to wireless service providers and other users.
- Site Development: Providing services to wireless service providers and operators, including site acquisition, zoning, permitting, construction, and equipment installation.
Leadership and Structure
Jeffrey A. Stoops is the President and Chief Executive Officer. The company operates with a typical corporate structure including a Board of Directors and executive management team leading various functional departments.
Top Products and Market Share
Key Offerings
- Antenna Space Leasing: SBA leases space on its communications towers and other structures to wireless carriers and other communication providers. This is a core revenue driver. Market share is difficult to pinpoint precisely but SBA is one of the largest players in the tower infrastructure market. Competitors include American Tower, Crown Castle, and others.
- Market Share (%):
- Market Share (%):
- Site Development Services: SBA provides a range of site development services including site acquisition, zoning, permitting, construction management, and antenna and equipment installation. Competitors include other tower companies with site development arms, as well as independent engineering and construction firms.
Market Dynamics
Industry Overview
The wireless communication infrastructure industry is driven by growing demand for mobile data and the ongoing deployment of 5G networks. This results in densification of the existing networks and the need for additional tower space.
Positioning
SBA is a major player in the tower infrastructure market, benefiting from its large portfolio of towers and strategic locations. Its scale provides competitive advantages in negotiating with wireless carriers and achieving operational efficiencies.
Total Addressable Market (TAM)
The global telecom tower market size was valued at USD 49.02 billion in 2023 and is projected to grow from USD 51.78 billion in 2024 to USD 89.41 billion by 2032. SBA is well positioned to leverage the TAM for growth due to its expertise in the industry and scale.
Upturn SWOT Analysis
Strengths
- Extensive portfolio of communication sites
- Strong relationships with major wireless carriers
- Experienced management team
- Stable, recurring revenue stream from long-term leases
Weaknesses
- High debt levels
- Reliance on a limited number of major customers
- Vulnerable to changes in wireless technology
Opportunities
- Increased demand for 5G infrastructure
- Expansion into new geographic markets
- Acquisition of smaller tower companies
- Development of new revenue streams
Threats
- Competition from other tower companies
- Changes in government regulations
- Technological advancements that reduce the need for towers
- Economic downturn impacting carrier spending
Competitors and Market Share
Key Competitors
- AMT
- CCI
- UNIT
Competitive Landscape
SBA operates in a competitive market dominated by American Tower (AMT) and Crown Castle (CCI). SBA's advantage lies in its strategic site locations and strong customer relationships, while potential disadvantages include higher debt levels compared to some competitors.
Major Acquisitions
Phoenix Tower International
- Year: 2022
- Acquisition Price (USD millions): 656
- Strategic Rationale: Expanded SBA's presence in Canada with a portfolio of approximately 2,400 communication sites.
Growth Trajectory and Initiatives
Historical Growth: SBA Communications Corp has experienced strong growth in revenue and earnings over the past decade, driven by the increasing demand for wireless data.
Future Projections: Analysts project continued growth for SBA Communications Corp, driven by 5G deployment and increased demand for tower space. However, these projections are subject to change based on market conditions.
Recent Initiatives: SBA Communications Corp has been focused on expanding its tower portfolio through acquisitions and new site development. They are also expanding their international presence.
Summary
SBA Communications Corp is a strong player in the wireless communication infrastructure industry, benefiting from the ongoing expansion of 5G networks. The company's extensive tower portfolio and strong customer relationships provide a stable revenue stream. SBA's high debt levels represent a potential risk, while the company should capitalize on future growth opportunities in emerging markets. Careful attention to technological changes and regulatory developments is also necessary for future success.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Industry Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SBA Communications Corp
Exchange NASDAQ | Headquaters Boca Raton, FL, United States | ||
IPO Launch date 1999-06-16 | CEO, President & Director Mr. Brendan Thomas Cavanagh CPA | ||
Sector Real Estate | Industry REIT - Specialty | Full time employees 1720 | Website https://www.sbasite.com |
Full time employees 1720 | Website https://www.sbasite.com | ||
SBA Communications Corporation is a leading independent owner and operator of wireless communications infrastructure including towers, buildings, rooftops, distributed antenna systems (DAS) and small cells. With a portfolio of more than 39,000 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.
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