SBA Communications (STU:4SB) Tariff Resilience Score: 8/10 (As of Jul. 12, 2026)


STU:4SB SBA Communications Corp STU:4SB
82 GF Score
Price €166.00
GF Value €202.33
Valuation Modestly Undervalued
! 5 Warning Signs
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What is SBA Communications Tariff Resilience Score?

SBA Communications STU:4SB +4.40% 82 Tariff Resilience Score is 8 as of Jul. 12, 2026. GuruFocus rates STU:4SB with a GF Score™ of 82/100 and a GF Value™ of €202.33 (Modestly Undervalued). The stock has 5 warning signs investors should review. Among 981 REITs companies, SBA Communications ranks better than 90.62% on this metric.

SBA Communications has the Tariff Resilience Score of 8, which implies that the company might have Highly Resilient.

SBA Communications has SBA Communications primarily operates in the U.S. with limited international supply chain exposure. Its business model focuses on leasing communication infrastructure, which is less affected by tariffs. Historical tariff impacts have been negligible, and the company has strong pricing power.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes SBA Communications might have Highly Resilient.

SBA Communications  (STU:4SB) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

SBA Communications Tariff Resilience Score Related Terms

STU:4SB vs WY, LAMR, GLPI: Tariff Resilience Score Comparison

For the REIT - Specialty subindustry, SBA Communications's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

SBA Communications Tariff Resilience Score vs REITs Industry

For the REITs industry and Real Estate sector, SBA Communications's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where SBA Communications's Tariff Resilience Score falls into.


STU:4SB
82GF Score
SBA Communications Corp STU:4SB
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 8 mean?
SBA Communications (STU:4SB) has a Tariff Resilience Score of 8 as of Jul. 12, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, SBA Communications ranks #92 out of 981 companies in the REITs industry, placing it in the top 9.4%.
Is SBA Communications' Tariff Resilience Score too high?
SBA Communications' current Tariff Resilience Score is 8. Based on the distribution chart, SBA Communications ranks #92 out of 981 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, SBA Communications has a GF Score™ of 82/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does SBA Communications' Tariff Resilience Score compare to WY and LAMR?
According to the REITs industry distribution chart, SBA Communications ranks #92 out of 981 companies for Tariff Resilience Score. This places SBA Communications in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a REITs company?
A good Tariff Resilience Score depends on the REITs industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. SBA Communications's current Tariff Resilience Score is 8. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SBA Communications stock overvalued right now?
Based on GuruFocus' analysis, SBA Communications (STU:4SB) is currently considered Modestly Undervalued. The stock's GF Value™ is €202.33, compared to a current price of €166.00 — trading 18% below its estimated fair value. The current Tariff Resilience Score is 8. SBA Communications' overall GF Score™ is 82/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For SBA Communications (STU:4SB), the current Tariff Resilience Score is 8 as of Jul. 12, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is SBA Communications (STU:4SB) Overvalued in 2026?

Based on GuruFocus' analysis, SBA Communications stock appears to be undervalued. The current stock price of €166.00 is trading 18% below its estimated GF Value™ of €202.33. GuruFocus considers SBA Communications to be Modestly Undervalued.

Key valuation signals for STU:4SB:

  • Tariff Resilience Score: 8
  • GF Value™: €202.33 vs. price of €166.00 (18% below fair value)
  • GF Score™: 82/100 with 5 warning signs

No single metric tells the full story. See the STU:4SB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

SBA Communications Business Description

Industry Real EstateREITs
Other Exchanges SBAC:USA0KYZ:UK4SB:Germany
Address 8051 Congress Avenue, Boca Raton, FL, USA, 33487
SBA Communications owns a portfolio of about 46,000 wireless towers throughout North America, South America, and Africa. It leases space on its towers to wireless service providers, who install equipment to support their wireless networks. The company has a very concentrated customer base, with most revenue in each market generated by the top three or four mobile carriers. It owns more than 17,000 towers in the US, which account for about 70% of leasing revenue. Internationally, SBA's largest markets are Brazil and Guatemala, where it owns roughly 12,000 and 5,000 towers, respectively. SBA operates as a real estate investment trust.
82GF Score

Get the complete analysis for STU:4SB

Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€166.00
Price
€202.33
GF Value