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Lamar Advertising Company LAMR
Real Estate - REIT - Specialty - NASDAQ - US
Watchlist
$ 124.04
-0.466 %
$ 12.9 B
Market Cap
30.92
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one LAMR stock under the worst case scenario is HIDDEN Compared to the current market price of 124 USD, Lamar Advertising Company is HIDDEN

LAMR Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one LAMR stock under the base case scenario is HIDDEN Compared to the current market price of 124 USD, Lamar Advertising Company is HIDDEN

LAMR Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jul, 21, 2025.

The intrinsic value of one LAMR stock under the best case scenario is HIDDEN Compared to the current market price of 124 USD, Lamar Advertising Company is HIDDEN

LAMR Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart LAMR

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1M 4%
6M 0%
1Y 8%
3Y 48%
5Y 139%
All
$130.0$130.0$125.0$125.0$120.0$120.0$115.0$115.0$110.0$110.0$105.0$105.0$100.0$100.0Feb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '2515 May15 MayJun '25Jun '2515 Jun15 JunJul '25Jul '2515 Jul15 Jul
FINANCIALS
2.21 B REVENUE
4.55%
Growth Rates
1Year 4.55%
3Years 7.28%
5Years 4.71%
7Years 5.26%
10Years 5.54%
532 M OPERATING INCOME
-21.23%
Growth Rates
1Year -21.23%
3Years 0.69%
5Years 0.55%
7Years 2.25%
10Years 6.68%
363 M NET INCOME
-26.79%
Growth Rates
1Year -26.79%
3Years -2.21%
5Years -0.50%
7Years 1.92%
10Years 3.65%
874 M OPERATING CASH FLOW
11.48%
Growth Rates
1Year 11.48%
3Years 5.96%
5Years 35.01%
7Years 8.08%
10Years 6.80%
-165 M INVESTING CASH FLOW
46.82%
Growth Rates
1Year 46.82%
3Years -10.72%
5Years -6.27%
7Years 11.89%
10Years -0.06%
-703 M FINANCING CASH FLOW
-46.05%
Growth Rates
1Year -46.05%
3Years -33.67%
5Years -21.62%
7Years -57.98%
10Years -9.10%
505 M REVENUE
-12.79%
Growth Rates
1Year 4.55%
3Years 7.28%
5Years 4.71%
7Years 5.26%
10Years 5.54%
191 M OPERATING INCOME
421.68%
Growth Rates
1Year -21.23%
3Years 0.69%
5Years 0.55%
7Years 2.25%
10Years 6.68%
139 M NET INCOME
14365.27%
Growth Rates
1Year -26.79%
3Years -2.21%
5Years -0.50%
7Years 1.92%
10Years 3.65%
128 M OPERATING CASH FLOW
-54.26%
Growth Rates
1Year 11.48%
3Years 5.96%
5Years 35.01%
7Years 8.08%
10Years 6.80%
65.4 M INVESTING CASH FLOW
215.07%
Growth Rates
1Year 46.82%
3Years -10.72%
5Years -6.27%
7Years 11.89%
10Years -0.06%
-207 M FINANCING CASH FLOW
-2.14%
Growth Rates
1Year -46.05%
3Years -33.67%
5Years -21.62%
7Years -57.98%
10Years -9.10%
Balance Sheet Lamar Advertising Company
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Current Assets 425 M
Cash & Short-Term Investments 49.5 M
Receivables 335 M
Other Current Assets 41 M
Non-Current Assets 6.16 B
Long-Term Investments 0
PP&E 2.96 B
Other Non-Current Assets 3.2 B
5.08 %45.01 %48.54 %Total Assets$6.6b
Current Liabilities 778 M
Accounts Payable 21.6 M
Short-Term Debt 469 M
Other Current Liabilities 288 M
Non-Current Liabilities 4.76 B
Long-Term Debt 4.09 B
Other Non-Current Liabilities 671 M
8.47 %5.19 %73.82 %12.12 %Total Liabilities$5.5b
EFFICIENCY
Earnings Waterfall Lamar Advertising Company
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Revenue 2.21 B
Cost Of Revenue 728 M
Gross Profit 1.48 B
Operating Expenses 947 M
Operating Income 532 M
Other Expenses 169 M
Net Income 363 M
3b3b2b2b2b2b1b1b500m500m002b(728m)1b(947m)532m(169m)363mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
67.02% GROSS MARGIN
67.02%
Averages
1Year 67.02%
3Years 67.05%
5Years 66.67%
7Years 66.41%
10Years 65.97%
24.11% OPERATING MARGIN
24.11%
Averages
1Year 24.11%
3Years 28.18%
5Years 27.97%
7Years 28.24%
10Years 28.48%
16.40% NET MARGIN
16.40%
Averages
1Year 16.40%
3Years 20.49%
5Years 19.74%
7Years 19.81%
10Years 19.86%
34.56% ROE
34.56%
Averages
1Year 34.56%
3Years 37.34%
5Years 32.83%
7Years 31.80%
10Years 30.51%
5.49% ROA
5.49%
Averages
1Year 5.49%
3Years 6.61%
5Years 6.09%
7Years 6.20%
10Years 6.64%
8.37% ROIC
8.37%
Averages
1Year 8.37%
3Years 9.18%
5Years 8.66%
7Years 8.98%
10Years 9.69%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Lamar Advertising Company
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800m800m700m700m600m600m500m500m400m400m300m300m200m200m100m100m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 363 M
Depreciation & Amortization 463 M
Capital Expenditures -125 M
Stock-Based Compensation 44.5 M
Change in Working Capital 2.99 M
Others 47 M
Free Cash Flow 748 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Lamar Advertising Company
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LAMR has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
1.37% DIVIDEND YIELD
1.55 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
6.006.005.005.004.004.003.003.002.002.001.001.000.000.000.680.750.830.910.9610.751.11.251.31.550.690.750.830.910.960.50.751.21.251.31.550.690.760.830.910.960.511.21.251.40.692.750.763.020.833.320.923.650.963.840.52.501.54.001.55.001.255.001.655.653.102015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 8
6. Ownership
Insider Ownership Lamar Advertising Company
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
28.9 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Lamar Advertising Company to Release Second Quarter Ended June 30, 2025 Operating Results BATON ROUGE, La., July 08, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) will release its second quarter ended June 30, 2025 earnings report before the market opens on Friday, August 8, 2025. Lamar will host a conference call on Friday, August 8, 2025 at 8:00 a.m. (Central time) to discuss the Company's results and answer questions relating to company operations. globenewswire.com - 2 weeks ago
Lamar Advertising Expands Portfolio, Acquires Verde Outdoor Assets LAMR acquires Verde assets, adding 1,500 billboard faces, including 80 digital displays and boosting presence in 10 U.S. states. zacks.com - 2 weeks ago
Lamar Advertising Acquires Assets of Verde Outdoor in UPREIT Transaction BATON ROUGE, La., July 07, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) (“Lamar” or the “Company”), a leading owner and operator of outdoor advertising assets, announced today that it has acquired the assets of Verde Outdoor in the first-ever UPREIT transaction in the billboard industry. globenewswire.com - 2 weeks ago
Lamar Advertising Stock Gains 18.4% in 3 Months: Will the Trend Last? LAMR surges 18.4% in three months, fueled by digital growth, acquisitions and steady dividend hikes. zacks.com - 3 weeks ago
Is it Wise to Retain Lamar Advertising Stock in Your Portfolio Now? LAMR boosts growth with digital billboards and steady local sales, but high debt and national ad weakness remain risks. zacks.com - 1 month ago
U.S. REIT Share Repurchase Activity Doubles In Q1 2025 Share buyback activity by US equity real estate investment trusts more than doubled in the first quarter, according to an analysis by S&P Global Market Intelligence. The US REIT sector bought back around $993.2 million in common stock in the period, more than twice as much as the $456.2 million in the fourth quarter of 2024 and up 15.5% year over year. More than a dozen REITs announced new share repurchase programs during the first quarter. seekingalpha.com - 1 month ago
Lamar's Outlook Bolstered By Recent Data LAMR's 2025 AFFO/share growth guidance of 4% is intact despite macro headwinds, with management reaffirming confidence and strong contract bookings. Recent stock price weakness presents a buying opportunity, as underlying growth is likely closer to 6%+ once tough comps normalize. Billboards enjoy limited new supply and are gaining local ad market share, creating a durable moat and supporting long-term organic growth. seekingalpha.com - 1 month ago
So Simple, It's Genius: 3 Dividend Stocks You'll Wish You Bought Sooner I value businesses that thrive on simplicity, where even mediocre leadership can't break them. Complexity often leads to failure, not wealth. There's real, lasting wealth in boring, stable businesses. From school carpet tools to regional billboards, simplicity can be wildly profitable. That's why I focus on dividend-paying companies with simple models, steady growth, and strong balance sheets, designed to build wealth, not stress. seekingalpha.com - 2 months ago
Lamar Announces Dividend Payout & Increase in Stock Repurchase Program LAMR announces quarterly dividend payout and an increase in stock repurchase program. This is expected to boost shareholders' confidence in the stock. zacks.com - 2 months ago
Lamar Advertising Company Announces Cash Dividend on Common Stock and Increase in Stock Repurchase Authorization BATON ROUGE, La., May 15, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) (the “Company”), a leading owner and operator of outdoor advertising and logo sign displays, announces that its board of directors has declared a quarterly cash dividend of $1.55 per share payable on June 30, 2025 to stockholders of record of Lamar's Class A common stock and Class B common stock on June 16, 2025. The Company expects aggregate quarterly distributions to stockholders in 2025, including the dividend payable on June 30, 2025‎, will total at least $6.20 per common share. globenewswire.com - 2 months ago
Lamar Advertising: Solid Growth And A Strong Balance Sheet Make Shares Attractive Lamar Advertising is operating well despite macro headwinds, with resilient local advertising and solid Q1 results supporting a stable outlook. Revenue growth is set to accelerate to 3-5% this year, aided by robust M&A activity, digital expansion, and a strong balance sheet. The company's local focus and non-cyclical legal advertising provide stability, while digital billboards offer higher growth potential despite some economic sensitivity. seekingalpha.com - 2 months ago
Lamar's Q1 AFFO Beats Estimates, Revenues Increase Y/Y LAMR's Q1 results reflect growth in revenues. However, higher expenses marred the performance to some extent. zacks.com - 2 months ago
8. Profile Summary

Lamar Advertising Company LAMR

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COUNTRY US
INDUSTRY REIT - Specialty
MARKET CAP $ 12.9 B
Dividend Yield 1.37%
Description Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with over 352,000 displays across the United States and Canada. Lamar offers advertisers a variety of billboard, interstate logo, transit and airport advertising formats, helping both local businesses and national brands reach broad audiences every day. In addition to its more traditional out-of-home inventory, Lamar is proud to offer its customers the largest network of digital billboards in the United States with approximately 3,800 displays.
Contact 5321 Corporate Boulevard, Baton Rouge, LA, 70808 https://www.lamar.com
IPO Date Aug. 2, 1996
Employees 3500
Officers Mr. James R. McIlwain Secretary & General Counsel Mr. Hal Kilshaw Executive Vice President of Governmental Relations Mr. Sean E. Reilly J.D. Chief Executive Officer & President Mr. Jay Lecoryelle Johnson Executive Vice President, Chief Financial Officer & Treasurer Mr. Kevin Patrick Reilly Jr. Executive Chairman Micky Vint Executive Vice President of Operations Mr. Sukhvinder Singh Senior Vice President of Technology & Innovation Mr. John M. Miller Executive Vice President of Sales & Marketing Ms. Tammy Duncan Executive Vice President of Human Resources Mr. Lee Kantrow Jr. Executive Vice President of Business Development