Discounted Cash Flow

SBA Communications Corp. REIT

SBAC · Based on 10 years of SEC filings

Average annual growth rates

Metric 10-Year 5-Year 3-Year
Sales
Free Cash Flow
Average (FCF & NI)
Net Income

Average annual growth is the mean year-over-year change across each period.

Endpoint CAGR (better for long term trend)

Metric 10-Year 5-Year 3-Year
Sales
Free Cash Flow
Average (FCF & NI)
Net Income

Endpoint CAGR is the compound annual rate from the first to last year in each period.

Projections use average year-over-year growth. Change this in Settings.

Projected growth rate

Free cash flow growth
10-year: — 5-year: — 3-year: —
Averaged growth (FCF & NI)
10-year: — 5-year: — 3-year: —
Net income growth
10-year: — 5-year: — 3-year: —
Sales growth (not added to calculations)
10-year: — 5-year: — 3-year: —

Click a greyed-out slider to switch metrics. Slide between the 10-year, 5-year, and 3-year historic growth rates for FCF, net income, or their average.

%
%

Historical inputs (10 fiscal years)

YEAR Sales Net Income Free Cash Flow Net Margin EPS (diluted)
2016 $1.6b $76.2m $602.5m 4.7% $0.61
2017 $1.7b (5.8%) $103.7m (36.0%) $671.4m (11.4%) 6.0% (28.5%) $0.86 (41.0%)
2018 $1.9b (8.0%) $47.5m (-54.2%) $47.5m (-92.9%) 2.5% (-57.6%) $0.41 (-52.3%)
2019 $153.8m (-91.8%) $147.0m (209.8%) $815.8m (1619.3%) 95.6% (3658.1%) $1.30 (217.1%)
2020 $128.7m (-16.3%) $24.1m (-83.6%) $24.1m (-97.0%) 18.7% (-80.4%) $0.22 (-83.1%)
2021 $204.7m (59.1%) $237.6m (885.8%) $1.1b (4281.9%) 116.1% (519.5%) $2.17 (886.4%)
2022 $296.9m (45.0%) $461.4m (94.2%) $1.1b (1.4%) 155.4% (33.9%) $4.27 (96.8%)
2023 $194.6m (-34.4%) $501.8m (8.8%) $1.3b (22.1%) 257.8% (65.9%) $4.64 (8.7%)
2024 $152.9m (-21.5%) $749.5m (49.4%) $1.1b (-15.4%) 490.3% (90.2%) $6.96 (50.0%)
2025 $244.5m (59.9%) $1.1b (40.6%) $1.1b (-3.6%) 430.9% (-12.1%) $9.83 (41.2%)

Base FCF: (latest fiscal year)

Discount rate: %

Terminal growth:

Projection period: years

Alt A decline yrs:

Alt B total yrs:

Values abbreviated: b = billions, m = millions, k = thousands.

Projected cash flows

Year Projected cash flow Discount Factor Present Value

PV of projected FCF:

Terminal FCF:

Terminal value:

PV of terminal value:

Enterprise value (DCF):

DCF price per share:

Current price:

Alternative DCF Models

Model Fair Value Upside PV(FCFs) PV(Terminal) Total Years
Standard (10yr→TV) 10 + TV
Alt A (Gradual Decline)
Alt B (30yr Hard Stop) N/A

This is a simplified DCF model for illustration. It uses reported free cash flow, a single growth assumption, fixed WACC, and a Gordon Growth terminal value. It is not investment advice.

+ 10YR Financials Balance Sheet (10YR) Cash Flow (10YR) DCF Model