Fair value (multi-method)
Four independent methods triangulate what SBAC is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.
Estimated fair value (Forward DCF)
$134,352.50
Method range
$233.00 – $134,352.50
median $372.27
Valuation methods
Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.
| Method | Fair value | Upside vs price |
|---|---|---|
| Forward DCF | $134,352.50 | +64,486.34% |
| Exit multiple | $372.27 | +78.96% |
| Analyst target | $233.00 | +12.01% |
| Graham number | — | — |
- Forward DCF$134,352.50
- Exit multiple$372.27
- Analyst target$233.00
- Graham number—
Stock price
$208.02
FCF / share (TTM)
$1.95
3Y FCF CAGR
1.1%
Fair value @ hist. growth
$25.17
This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.
Implied FCF growth
29.9%
per year over your projection horizon
Margin of safety -726.4% vs hist-growth DCF
Historical 3Y CAGR
1.1%
Your model implies
29.9%
Analyst consensus is EPS-only — no comparable FCF / share estimate to show on this basis.
Model inputs
Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.
Undiscounted FCF per share over 10 years at 1% annual growth.
Sensitivity — implied growth vs your assumptions
Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.
| Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 7.7% | 26.1% | 25.2% | 24.2% | 23.1% | 21.8% |
| 8.7% | 28.9% | 28.1% | 27.2% | 26.3% | 25.2% |
| 9.7% | 31.4% | 30.7% | 29.9% | 29.1% | 28.3% |
| 10.7% | 33.8% | 33.2% | 32.5% | 31.8% | 31.0% |
| 11.7% | 36.0% | 35.5% | 34.9% | 34.3% | 33.6% |
Historical multiples
Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.
Net debt
$14.9B
Total debt − cash
Beta
1.02
Vs market benchmark
Frequently asked questions
SBA Communications (SBAC) Key Financials
Charts, filings, and peer comparison for every metric
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