SBA Communications Corporation is a first choice provider and leading owner and operator of wireless communications infrastructure in North, Central, and South …
$189.42-1.90%
报价 2026-11-06
市值
$20.1B
EV
$34.28B
PE (TTM)
19.0x
预期 PE (FY2026)
24.4x
52 周区间距高点 -15.3%
$158.02$223.75
筛选结果
pipeline · 2026-11-06Filter✗ 高增长✗ Cheap✗ GARP
does not hit growth, cheap, or GARP pool
爆发潜力
2026-11-07未命中✗ 收入线✗ EPS 线
| 财年 | 收入倍数 | EPS | PE |
|---|---|---|---|
| FY+22027-12 | 1.0x | 9.27 → 8.16（0.9x） | 23.2 |
| FY+32028-12 | 1.1x | 9.27 → 8.84（1.0x） | 21.4 |
毛利率 64% · TTM 收入 $2852M · 基数 EPS 9.27（调整后）
电话会信号
辅助标签Q3 20262026-11-02
扩产AI 词频高
指引 有升有降
信心 4
分析师 3
“We believe this spectrum will be the foundation of sustained organic leasing growth well into the next decade.”
原文引用（1）
- 扩产：Internationally, we also built 210 new towers in the third quarter, more than double the 99 we built last quarter
蓝色标签在暴涨研究中略有区分度；悬停查看口径。
研究结论
还没有研究记录。先生成 L2 基本面报告（约 1–3 分钟），结论会显示在这里。
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事件
0 条 · 随区间与图例筛选该区间内无事件。
同行对比
FMP 同行列表 · 2026-05-16| 公司 | 市值 | 今日 | 预期营收增速 | 毛利率 | PE | EV/EBITDA | P/FCF | 池 |
|---|---|---|---|---|---|---|---|---|
| SBACSBA Communications Corporation | $20.1B | -1.9% | +0.9% | 76% | 19.0x | 16.3x | 18.9x | |
| BEKEKE Holdings Inc. | $20.66B | +0.2% | – | 28.6% | 39.8x | 33.2x | – | |
| ESSEssex Property Trust, Inc. | $17.49B | +0.3% | +3.8% | 68.8% | 23.3x | 15.5x | 18.0x | |
| LAMRLamar Advertising Company | $15.84B | -0.8% | +5.9% | 68.5% | 26.8x | 19.2x | 19.8x | |
| INVHInvitation Homes Inc. | $15.67B | -1.7% | +4.1% | 45.9% | 25.8x | 14.3x | 13.1x | |
| WYWeyerhaeuser Company | $15.11B | -3.0% | +2.0% | 13.6% | 51.6x | 20.9x | 27.5x | |
| MAAMid-America Apartment Communities, Inc. | $13.8B | -2.3% | +1.4% | 31.8% | 32.0x | 14.9x | 19.2x | |
| GLPIGaming and Leisure Properties, Inc. | $11.31B | -1.4% | +8.2% | 62.1% | 15.7x | 13.0x | 13.5x | |
| 同行中位数 | – | – | +4.0% | 45.9% | 26.8x | 15.5x | 18.6x |
研究全文
L2 基本面 memo
尚无基本面 memo
点击「生成基本面报告」——基于最新 filings、电话会纪要与分析师共识生成 L2 memo。
财务报表
| Metric | 2026-09-30 Q3 2026 | 2026-06-30 Q2 2026 | 2026-03-31 Q1 2026 | 2025-12-31 Q4 2025 | 2025-09-30 Q3 2025 | 2025-06-30 Q2 2025 | 2025-03-31 Q1 2025 | 2024-12-31 Q4 2024 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $713.9M | $715.3M | $703.4M | $719.6M | $732.3M | $699M | $664.2M | $693.7M |
| Gross Margin | 76% | 75.4% | 75.6% | 30.6% | 74.1% | 74.5% | 75.8% | 77.1% |
| Operating Margin | 51.5% | 60.6% | 48.7% | 42.8% | 51.1% | 47.9% | 50.4% | 55.1% |
| Net Income | $231.3M | $198.8M | $184.8M | $370.3M | $236.8M | $225.8M | $220.7M | $173.6M |
| Diluted EPS | 2.19 | 1.87 | 1.74 | 3.47 | 2.21 | 2.09 | 2.04 | 1.61 |
| Operating Cash Flow | $325.1M | $407.2M | $255.1M | $304M | $318M | $368.1M | $301.2M | $310.2M |
研究材料
电话会纪要摘要
暂无纪要摘要。