SBAC SBA Communications
Intrinsic value$154.75
Price (at call)$181.13
Margin of safety
-14.6%
vs market (rating basis)
+58.6%
Model unavailable; showing baseline valuation.
⚠ LLM error: empty response; using baseline
The story
Value drivers
| AFFO growth (Y1) | 2.2% |
| Terminal AFFO growth | 3.0% |
| AFFO / FFO ratio | 80.0% |
| Beta | 0.98 |
| Failure probability | 0.0% |
| Cost of equity | 9.4% |
Valuation bridge
| PV of AFFO (explicit) | 7.46B |
| PV of terminal value | 8.96B |
| Equity value | 16.42B |
| ÷ shares → per share | $154.75 |
News
neutral -0.15 · 8 articles
- SBA Communications Stock: Is SBAC Underperforming the Real Estate Sector?
- Wells Fargo Analyst: SpaceX Wireless Will Crush Carriers While Tower REITs “Quietly” Profit
- SBA Communications (SBAC) Wins Investment Grade While Profits Slide
- SBA Communications (SBAC) Could Be 19% Below Fair Value As Spectrum Growth Beckons
- SBA Communications (SBAC) Stock May Be 30% Undervalued On Cash Flow
- Raymond James reveals 2 stocks worth buying for the rest of 2026
- SBA Communications (SBAC) Up 0.5% Since Last Earnings Report: Can It Continue?
- Trump Real Estate Stock Trades Show June Net Selling
Projected AFFO
| Yr | FFO | AFFO | Growth | PV |
|---|---|---|---|---|
| 1 | 1.34B | 1.07B | 2.2% | 980.22M |
| 2 | 1.37B | 1.10B | 2.3% | 917.10M |
| 3 | 1.40B | 1.12B | 2.4% | 858.75M |
| 4 | 1.44B | 1.15B | 2.5% | 804.77M |
| 5 | 1.48B | 1.18B | 2.6% | 754.79M |
| 6 | 1.52B | 1.21B | 2.7% | 708.49M |
| 7 | 1.56B | 1.25B | 2.7% | 665.57M |
| 8 | 1.60B | 1.28B | 2.8% | 625.76M |
| 9 | 1.65B | 1.32B | 2.9% | 588.81M |
| 10 | 1.70B | 1.36B | 3.0% | 554.49M |