SBAC

ACCE-researched
SBA Communications Corporation Class A Common Stock
Real Estate · REIT - Specialty · NASDAQ · United States
$178.59-1.40%
Market cap $18.9BNext earnings 2026-11-02Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$178.59+0.0%
confidence-weighted across 2 of 6 models
Now $178.59
$178.59
$53.32$170.81
AvoidBronze51
Price vs fair value
73.4% above
-42.3% to fair value
ACCE score
47
out of 100
Analysts
56% buy
18 covering
P/E
19.3x
forward 18.7x
1-year return
-10.2%
Dividend yield
2.61%
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Overview

Reports in 42 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

-9.8% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Mixed56% buy · 18 covering analysts
● Strong buy 6● Buy 4● Hold 8● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 83% of peers
low 11.6x19.3xhigh 81.1x
ROEbetter than 17% of peers
low -207%0%high 225%
Div yieldbetter than 0% of peers
low 2.6%2.6%high 7.9%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
WYWeyerhaeuser Company Common Stock$15.3B32.25.0%0.593.9%-Compare
LAMRLamar Advertising Company Class A Common Stock$14.9B26.859.4%3.384.3%-Compare
GLPIGaming and Leisure Properties Inc. Common Stock$11.9B11.619.4%1.567.9%-Compare
CCICrown Castle Inc. Common Stock$31.9B29.8-206.7%-14.895.8%-Compare
IRMIron Mountain Incorporated (Delaware)Common Stock REIT$34.0B81.1225.1%-25.483.0%-Compare
RYNRayonier Inc. REIT Common Stock$6.0B43.82.0%0.475.3%-Compare

Sector report card

Where SBAC ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 42 days, last quarter beat by 0.1%.

Press releases mentioning this company

Ask anything, Pro feature

Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.

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Recent performance

1 week
-3.7%
1 month
-2.1%
3 months
-4.4%
6 months
+2.5%
YTD
-7.7%
1 year
-10.2%

SEC filings

40 filings
August 2026
Aug 19
Form 4Insider transactionPeriod 2026-08-17
Aug 6
10-QQuarterly reportPeriod 2026-06-30
Aug 4
Form 4Insider transactionPeriod 2026-08-01
37 more filings + AI summaries on Investor+.INVESTOR