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Upturn AI SWOT - About
SBAC 
SBA Communications Corp (SBAC)
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Upturn Advisory Summary
03/27/2025: SBAC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -17.9% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 23.29B USD | Price to earnings Ratio 30.96 | 1Y Target Price 250.06 |
Price to earnings Ratio 30.96 | 1Y Target Price 250.06 | ||
Volume (30-day avg) 892380 | Beta 0.74 | 52 Weeks Range 180.17 - 250.22 | Updated Date 03/27/2025 |
52 Weeks Range 180.17 - 250.22 | Updated Date 03/27/2025 | ||
Dividends yield (FY) 2.07% | Basic EPS (TTM) 6.99 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.97% | Operating Margin (TTM) 57.29% |
Management Effectiveness
Return on Assets (TTM) 8.83% | Return on Equity (TTM) - |
Valuation
Trailing PE 30.96 | Forward PE 25.19 | Enterprise Value 38597604847 | Price to Sales(TTM) 8.69 |
Enterprise Value 38597604847 | Price to Sales(TTM) 8.69 | ||
Enterprise Value to Revenue 14.4 | Enterprise Value to EBITDA 26.26 | Shares Outstanding 107615000 | Shares Floating 106791984 |
Shares Outstanding 107615000 | Shares Floating 106791984 | ||
Percent Insiders 0.89 | Percent Institutions 100.95 |
Analyst Ratings
Rating 3.94 | Target Price 256.88 | Buy 3 | Strong Buy 6 |
Buy 3 | Strong Buy 6 | ||
Hold 7 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
SBA Communications Corp
Company Overview
History and Background
SBA Communications Corp. was founded in 1989. Initially focused on broadcast tower services, it evolved to become a leading independent owner and operator of wireless communications infrastructure, including towers, rooftops, and other structures supporting wireless communications equipment.
Core Business Areas
- Site Leasing: Leasing antenna space on SBA's communications sites to wireless service providers, broadband providers, and other businesses. This is the core revenue driver.
- Site Development: Providing a range of services to wireless carriers and other customers to support the deployment of new wireless networks and the enhancement of existing networks. This includes tower construction, equipment installation, and project management.
Leadership and Structure
Jeffrey A. Stoops serves as the President and Chief Executive Officer. The company has a typical corporate structure with a Board of Directors overseeing management.
Top Products and Market Share
Key Offerings
- Market Share (%):
- Tower Space Leasing: SBA leases antenna space on its towers. It generates most of the revenue. Crown Castle and American Tower are the main competitors.
- Market Share (%):
- Site Development Services: SBA provides services such as site acquisition, zoning, and permitting, and construction. Competitors include engineering firms and other tower companies.
Market Dynamics
Industry Overview
The wireless infrastructure industry is driven by increasing demand for mobile data and the ongoing deployment of new wireless technologies, such as 5G. The industry is highly competitive and capital-intensive.
Positioning
SBA is one of the largest independent owners and operators of wireless communications infrastructure in the US and internationally. Its competitive advantage lies in its large portfolio of towers, strategic site locations, and strong relationships with wireless carriers.
Total Addressable Market (TAM)
The TAM for wireless infrastructure is estimated to be in the tens of billions of dollars annually, driven by 5G deployment and increased data consumption. SBA is positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Large and diversified tower portfolio
- Strong relationships with major wireless carriers
- Recurring revenue from long-term leases
- Experienced management team
Weaknesses
- High debt levels
- Reliance on a limited number of large customers
- Exposure to technological changes in wireless communications
- Potential impact of regulatory changes
Opportunities
- Continued deployment of 5G networks
- Increasing demand for mobile data
- Expansion into international markets
- Acquisition of additional tower assets
Threats
- Consolidation among wireless carriers
- Technological obsolescence of existing infrastructure
- Competition from other tower companies
- Economic downturns
Competitors and Market Share
Key Competitors
- AMT
- CCI
- UNIT
Competitive Landscape
SBA is a strong player in the wireless infrastructure market. It competes with other large tower companies on the basis of site locations, pricing, and service quality. It maintains a competitive advantage through its strong customer relationships and strategic acquisitions.
Major Acquisitions
Telesites
- Year: 2022
- Acquisition Price (USD millions): 725
- Strategic Rationale: Expanded its presence in Brazil by acquiring approximately 800 sites.
Growth Trajectory and Initiatives
Historical Growth: SBA Communications has experienced significant growth over the past decade, driven by organic growth, acquisitions, and the increasing demand for wireless infrastructure.
Future Projections: Analysts project continued growth for SBA Communications, driven by the ongoing deployment of 5G networks and the increasing demand for mobile data.
Recent Initiatives: SBA Communications has been focused on expanding its tower portfolio through acquisitions, investing in new technologies, and strengthening its relationships with wireless carriers.
Summary
SBA Communications is a strong player in the wireless infrastructure market, benefiting from the ongoing demand for mobile data and 5G deployment. Its large tower portfolio and strong relationships with carriers are key strengths. However, high debt levels and reliance on a few major customers are challenges to watch. They need to look out for Consolidation among wireless carriers.
Similar Companies
- AMT
- CCI
- EQIX
- AMT
- GLPI
Sources and Disclaimers
Data Sources:
- SBA Communications Corp. SEC Filings (10K, 10Q)
- Company Investor Relations
- Analyst Reports
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated based on available sources and may not be precise. Past performance is not indicative of future results.
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, Africa and in Asia, SBA is listed on NASDAQ under the symbol SBAC. Our organization is part of the S&P 500 and is one of the top Real Estate Investment Trusts (REITs) by market capitalization. The company was founded in 1989 and is headquartered in Boca Raton, Florida.
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