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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 $160.07, about 86.2% overvalued vs fair value, +30.2% 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 160.07
-0.68%
(Delayed)
• Vol 90d: 24.2%
52-Week Range
Market Cap
$16.25B
Enterprise Value
$21.16B
Overall Score
View breakdown
Overall
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Weak
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 85%
Updated: Jul 5
Top Beats
No strong beats yet

Quick Facts

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

Next Events

Earnings Aug 7 Estimated

Fair Value Snapshot

Bear Base Bull
$20
$22
$25
Current: $160.07 -86% 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

Locked Metric
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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
58
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Moderate
60
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Trade-Off Ledger™

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

Equity REITs vs Industry Peers 94% Coverage
Trade-Off Triangle Visualization A ternary plot showing LAMR's balance between Growth (37.7%), Profitability (30.8%), and Safety (31.6%). Growth 38% Safety 32% Profitability 31%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

61th percentile vs peers
61
Key Signals
Rev Growth YoY 2.7% 48p FFO/Share 8.29 92p AFFO/Share 6.50 91p Revenue CAGR 3Y 3.7% 52p TSR 9.3% 72p
Strengths
  • Growth above peer median with strong metric coverage (91%)
  • FFO/Share in top 20% of peers (8.29, 92th percentile)
  • AFFO/Share in top 20% of peers (6.50, 91th percentile)
  • AFFO in top 20% of peers ($658.8M, 82th percentile)
  • FFO in top 20% of peers ($839.6M, 82th percentile)
Risks

No significant risks identified for this axis.

Profitability

50th percentile vs peers
50
Key Signals
Strengths
Risks
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Safety

51th percentile vs peers
51
Key Signals
Strengths
Safety drilldowns are available to premium members.

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
$22.02
- - -
-86.2% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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