Análisis Argos
SBAC
SBACCara2 señales de riesgo
SBA Communications Corporation · Real Estate
US$ 184.56
precio al 2026-07-04
Valor justo Argos*
US$ 134–156
vs. su valor justo
24% por encima
Score Argos
56/100
LA RESPUESTA
El mercado le pide crezca 12.8% al año — más de lo que ha demostrado (6.1%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Cotiza 26% por debajo de su valor justo.
Las ganancias crecieron 41% el último año.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Crecimiento estancado o en baja.
!Altman Z'' en zona roja (-2.2)
!Beneish M-Score sugiere manipulación (-0.54)
VALOR2/6FUTURO2/6PASADO4/6SALUD0/6DIVIDENDO4/6
El Iris de calidad
VALOR2/6FUTURO2/6PASADO4/6SALUD0/6DIVIDENDO4/6
ValorCerca de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos56de 100Cara
Ingresos5%
US$ 2.8 B
Margen operativo9%
48.7%
Flujo de caja libre4%
US$ 1.1 B
Deuda neta
US$ 14.9 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 19.6B
P/E18.6x
EV/EBITDA18.7x
FCF yield5.4%
ROIC11.6%
Margen operativo48.7%
Crecim. ingresos+5.1%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 24 jun
SBAC Stock Rises 14.8% in Three Months: Will the Trend Last?
SBA Communications climbs 14.8% in three months as tower leasing, colocation demand, expansion and dividend growth support its long-term outlook.
seekingalpha.com · 18 jun
SBA Communications: Churn And Refinancing Pressures Are Already Priced In
SBA Communications remains a buy, with the current valuation reflecting industry headwinds and offering upside on potential recovery. Q1 results beat expectations, guidance was raised, and AFFO per share is projected at $11.93–$12.38 for 2026, despite ongoing churn and refinancing pressures. Leverage remains elevated at 6.6x net debt/adj. EBITDA, but management targets investment-grade bond issuance in 2026 and maintains a sustainable dividend payout.
fool.com · 4 jun
SBA Communications vs. Crown Castle: Which Real Estate Stock Is a Better Buy in 2026?
Net margins, fiber investments, and global footprints set these tower REITs apart. See how their financials and risk profiles stack up for 2026.
zacks.com · 29 may
SBA Communications (SBAC) Down 7.5% Since Last Earnings Report: Can It Rebound?
SBA Communications (SBAC) reported earnings 30 days ago. What's next for the stock?
247wallst.com · 26 may
5 Strong Buy Passive Income Giants Have Raised Their Dividends by Double Digits for Years
Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return. Total return includes interest, capital gains, dividends, and distributions realized over time. In other words, the total return on an investment or portfolio consists of income and stock appreciation. At 24/7 Wall St., we have focused... 5 Strong Buy Passive Income Giants Have Raised Their Dividends by Double Digits for Years
seekingalpha.com · 18 may
SBA Communications Corporation (SBAC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
SBA Communications Corporation (SBAC) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
seekingalpha.com · 16 may
The REIT Repricing Cycle Is Nearing A Turning Point
REITs may be emerging from a brutal multi-year downturn. Falling supply and stabilizing rates could drive recovery. Valuations and buyouts signal strong upside ahead.
247wallst.com · 4 may
Five Dividend Growers Trading at Double-Digit Discounts Despite Strong Fundamentals
On a recent Morningstar Investing Insights segment unveiling the 2026 class of exceptional dividend growers, the host offered one caveat worth the entire show: "Valuation was not a component in this screen whatsoever." A stock can clear the bar for double-digit dividend raises, a narrow or wide moat, and low or medium uncertainty, and still... Five Dividend Growers Trading at Double-Digit Discounts Despite Strong Fundamentals

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.