SBAC — Stock Film
STOCK FILMSCENE 1/11SBAC · $181
Stock Expert AI presents
SBAC
SBA Communications Corporation
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
SBA Communications Corporation. A quick introduction.

On the stock market since 1999, it operates in the world of real estate. It has 1,844 employees. Now — the numbers.

on the stock market since 1999
1,844 employees
$20B market value
Revenue last year:
$0
The net profit left over:
$0
Out of every $100 in sales, $37 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 37%

This is an established company with proven profits.

WHERE DOES THE MONEY COME FROM?
66%Domestic Site Leasing Revenue
Domestic Site Leasing Revenue 66%International Site Leasing Revenue 25%Other 9%
66% of revenue comes from one region: Domestic Site Leasing Revenue.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Cash on hand:
$0
Total debt:
$0
The debt outweighs the cash.

The gap is $14.9B. In times of high interest rates, a gap like that can squeeze a company.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
85
very strong

Profit power and business quality lead the class.

FINANCIAL STRENGTH
78
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
37
weak

Clearly below the class average.

PRICE MOMENTUM
23
very weak

Clearly below the class average.

WORTH WATCHING

Price Momentum: The stock has lagged the market in recent months; investor interest is weak right now.

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 3 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking10/10
Few are betting against it10/10
WEAK SPOTS
Growth has stalled4/10
WORTH WATCHING

Revenue Growth: Sales are growing slowly.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 54% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
A fat but narrowing margin

The net profit margin is 37% — still a thick cushion, though costs have been eating into it lately.

2
THE BRIGHT SIDE · 2/3
Analysts’ target sits above today’s price

The average analyst price target is $21821% above today’s price.

3
THE BRIGHT SIDE · 3/3
Pays a steady dividend

It pays out $4.72 per share each year — regular cash for whoever holds the stock.

1
THE RISKS · 1/3
Growth has stalled

Over the last 3 years, sales grew only 2% a year on average. At this size, speeding back up is not easy.

2
THE RISKS · 2/3
The stock has lost its spark

Buyers haven’t stepped back in yet; the price hasn’t found its footing. Report-card grade: 23/100. For a turnaround signal, the stock first needs to close the gap with the market.

3
THE RISKS · 3/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 37/100.

FINALE · THE GRADE
B
0 / 100 · MoonshotScore

On our five-subject report card, SBAC sits near the top of the class. A high grade doesn’t mean “guaranteed win” — it means “the evidence looks strong for now.”

The takeaway: SBAC is an established business that has proven its profits for years. The real debate isn’t the quality of the business — it’s whether the price paid for the stock is too high.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

Analysts’ average target sits above today’s price, yet the valuation grade (37/100) says the stock isn’t cheap.

What would you like to do next?
Open the stock page →
This was a film — not investment advice.
Data: FMP & company filings
Aug 21, 2026 · stockexpertai.com · Stock Film