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Company Analysis

Lamar Advertising Company LAMR

A comprehensive view of key metrics, scores, and financial health for Lamar Advertising Company

Overview of Lamar Advertising Company

LAMR NMS
Real Estate REIT - Specialty Framework: Real Estate Investment Trusts Large Cap
Lamar Advertising Company (LAMR), is a Large Cap company, in the REIT - Specialty industry, last closed at $157.65, about 79.7% overvalued vs fair value, +31.4% 1Y return, placing in the top 25% of its sector.
Metrics P/E 21.9× Rev Growth 2.7% ROE 57.0% Gross Margin 67.0% Div Yield 5.12%
USD 157.65
0.08%
(Delayed)
• Vol 90d: 18.5%
52-Week Range
Market Cap
$16.01B
Enterprise Value
$19.47B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 100%
Confidence: 96%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.lamar.com
HQ Baton Rouge, LA
Employees 3,500
Fiscal year Dec 31

Next Events

Earnings Nov 5 Call: Nov 5

Fair Value Snapshot

Bear Base Bull
$28
$32
$36
Current: $157.65 -80% vs base

Engine Room Money Flow™

Large Cap

Real Estate Investment Trust - Where revenue goes and how value is created

Flow Steps
Total Revenue
$2.3B
2.7%%
Net Operating Income
$698.1M
32.7%%
Net Income
$586.8M
62.3%%
FFO (Funds From Operations)
$839.6M
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Real Estate Investment Trust

Quality & Reliability Indicators

FFO Payout Ratio
78.2%
Good

Dividends / FFO - basic dividend safety

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$814.1M
123.6% of AFFO

Where It Leaks

Cash Flow Health some concerns
Moderate efficiency issues detected. Review active leaks below for improvement areas.
2
Active Leaks
1/2
Improving
0
High Impact
0
Critical
Locked Leak
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Moat Analysis REIT Specialized

Competitive Advantage Assessment

Evaluating Lamar Advertising Company's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
67
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Accretive Growth Track Record Growth appears accretive (score 0.70), suggesting disciplined capital allocation.
  • Efficient Property Management Property management is efficient (score 0.65).

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Rent Pricing Power

Moderate
67
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Signals, strengths and risks for Rent Pricing Power

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Signals, strengths and risks for AFFO Strength

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Signals, strengths and risks for Balance Sheet & Cost of Capital

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Signals, strengths and risks for Capital Recycling & Growth

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Signals, strengths and risks for Operational Efficiency

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Signals, strengths and risks for Portfolio Quality & Diversification

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Equity REITs vs Industry Peers 99% Coverage
Trade-Off Triangle Visualization A ternary plot showing LAMR's balance between Growth (37.7%), Profitability (31.9%), and Safety (30.5%). Growth 38% Safety 30% Profitability 32%

Click axes to expand details. Marker shows current allocation.

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Growth

62th percentile vs peers
63
Key Signals
Rev Growth YoY 2.7% 47p FFO/Share 8.29 91p AFFO/Share 6.50 90p Buyback % -1.0% 87p Revenue CAGR 3Y 3.7% 49p
Strengths
  • Net Debt/EBITDA in top 20% of peers (3.05, 93th percentile)
  • Growth above peer median with strong metric coverage (100%)
  • FFO/Share in top 20% of peers (8.29, 91th percentile)
  • AFFO/Share in top 20% of peers (6.50, 90th percentile)
  • Buyback % in top 20% of peers (-1.0%, 87th percentile)
Risks

No significant risks identified for this axis.

Profitability

53th percentile vs peers
53
Key Signals
Strengths
Risks
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Safety

50th percentile vs peers
51
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Lamar Advertising Company.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$32.00
- - -
-79.7% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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