Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
LAMR
BuyFLAGLamar Advertising Company · Real Estate · United States · $15.3B · Avg Vol: $96M/d
Lamar Advertising has strong quality Q72 and momentum M75 with a buyback, but value at V23 is well below the calibrated floor, and insiders sold, so stage one fails.
COMPANY DESCRIPTION
Lamar Advertising Company operates as a real estate investment trust (REIT) focused on out-of-home advertising, primarily managing an extensive portfolio of static and digital billboards, alongside transit advertising displays. As one of the largest outdoor advertising companies in North America, Lamar benefits from its strategically located assets and a growing shift towards higher-margin digital billboards. Its REIT structure and broad client base provide a stable revenue stream from diversified local and national advertising campaigns.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.0B | 2.1B | 2.2B | 2.3B | 3.7% | 2.3B | 2.4B | 2.5B | 4.8% |
| EPS | 4.32 | 4.86 | 3.54 | 5.78 | 10.2% | 5.48 | 6.90 | 7.39 | 13.0% |
| Shares | 101.7M | 102.1M | 102.4M | 101.3M | -0.4% | 87.1M | — | — | — |
| Debt | 4.6B | 4.6B | 4.6B | 4.9B | 2.5% | 5.0B | — | — | — |
| Equity | 1.2B | 1.2B | 1.0B | 1.0B | -5.4% | — | — | — | — |
| Op CF | 781.6M | 783.6M | 873.6M | 864.0M | 3.4% | 906.6M | — | — | — |
| Inv CF | -619.1M | -310.1M | -164.9M | -244.6M | — | — | — | — | — |
| Fin CF | -209.3M | -481.6M | -703.4M | -604.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of LAMR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| LAMR | Lamar Advertising Company(you) | $15.3B | 71 | Buy |
| GLPI | Gaming and Leisure Properties, Inc. | $12.7B | 65 | Buy |
| SBAC | SBA Communications Corporation | $20.3B | 60 | Hold |
| OUT | OUTFRONT Media Inc. | $5.2B | 71 | Buy |
| EPR | EPR Properties | $4.6B | 82 | Strong Buy |
| AMT.MX | American Tower Corporation | $81.9B | 74 | Buy |
| UNIT | Uniti Group Inc. | $2.4B | 65 | Buy |
| IRM | Iron Mountain Incorporated | $35.0B | 45 | Hold |
| WY | Weyerhaeuser Company | $17.0B | 27 | Sell |
| CCI | Crown Castle Inc. | $33.3B | 35 | Sell |
Peer medians: ROE 4.9% · P/E 25.0x · Gross margin 66.6%