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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 Large Cap
Lamar Advertising Company (LAMR), is a Large Cap company, in the REIT - Specialty industry, last closed at $135.75, about 14.3% overvalued vs fair value, +18.5% 1Y return, ranked 214/330 in sector.
Metrics Rev Growth 2.7% ROE 57.0% Gross Margin 38.2% Div Yield 0.00%
$135.75
-0.64%
As of April 28, 2026
Previous close • Vol 90d: 17.9%
52-Week Range
Market Cap
$13.76B
Enterprise Value
$19.88B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Weak
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Fair
Efficiency
Weak
Valuation
Fair
Completeness: 82%
Confidence: 88%
Updated: Mar 8
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 May 7 Estimated

Fair Value Snapshot

Bear Base Bull
$103
$116
$131
Current: $135.75 -14% 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
$361.5M
62.3%%
FFO (Funds From Operations)
$835.4M
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
0.0%
Excellent

Dividends / FFO - basic dividend safety

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$5.7M
0.7% of AFFO

Where It Leaks

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

Competitive Advantage Assessment

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

Overall Moat Strength
62
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Rent Pricing Power

Moderate
56
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For informational purposes only. Not investment advice.

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 (35.6%), Profitability (32.3%), and Safety (32.2%). Growth 36% Safety 32% Profitability 32%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

59th percentile vs peers
60
Key Signals
Revenue CAGR 3Y 3.7% 58p Rev Growth YoY 2.7% 45p AFFO/Share 7.23 89p FFO/Share 9.02 78p FFO Growth YoY 11.5% 62p
Strengths
  • AFFO/Share in top 20% of peers (7.23, 89th percentile)
  • TSR in top 20% of peers (4.0%, 83th percentile)
  • D/E Ratio in top 20% of peers (6.11, 91th percentile)
  • Debt/Assets in top 20% of peers (89.2%, 83th percentile)
  • Conservative leverage compared to industry peers
Risks

No significant risks identified for this axis.

Profitability

54th percentile vs peers
54
Key Signals
Strengths
Risks
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Safety

53th percentile vs peers
54
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Lamar Advertising Company.

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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:

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  • 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
$116.28
- - -
-14.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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