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Real Estate - REIT - Specialty - NASDAQ - US
$ 104.88
-0.143 %
$ 10.8 B
Market Cap
29.8
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LAMR stock under the worst case scenario is HIDDEN Compared to the current market price of 105 USD, Lamar Advertising Company is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LAMR stock under the base case scenario is HIDDEN Compared to the current market price of 105 USD, Lamar Advertising Company is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one LAMR stock under the best case scenario is HIDDEN Compared to the current market price of 105 USD, Lamar Advertising Company is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart LAMR

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$135.0$135.0$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$100.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
2.21 B REVENUE
4.55%
532 M OPERATING INCOME
-21.23%
363 M NET INCOME
-26.79%
874 M OPERATING CASH FLOW
11.48%
-165 M INVESTING CASH FLOW
46.82%
-703 M FINANCING CASH FLOW
-46.05%
580 M REVENUE
2.74%
36.7 M OPERATING INCOME
-80.35%
-976 K NET INCOME
-0.66%
279 M OPERATING CASH FLOW
22.83%
-56.9 M INVESTING CASH FLOW
-81.17%
-202 M FINANCING CASH FLOW
17.29%
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 1.13 B
Other Non-Current Liabilities 3.63 B
8.47 %5.19 %20.36 %65.58 %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%
24.11% OPERATING MARGIN
24.11%
16.40% NET MARGIN
16.40%
34.53% ROE
34.53%
5.49% ROA
5.49%
8.37% ROIC
8.37%
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 -83 K
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
1.36% DIVIDEND YIELD
1.55 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
6.006.005.005.004.004.003.003.002.002.001.001.000.000.000.680.750.830.910.9610.751.11.251.31.550.690.750.830.910.960.50.751.21.251.30.690.760.830.910.960.511.21.251.40.692.750.763.020.833.320.923.650.963.840.52.501.54.001.55.001.255.001.655.651.552015201520162016201720172018201820192019202020202021202120222022202320232024202420252025
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5. COMPETITION
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6. Ownership
Insider Ownership Lamar Advertising Company
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Sold
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0 USD 0
3-6 MONTHS
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6-9 MONTHS
0 USD 0
9-12 MONTHS
2.04 M USD 1
Bought
28.9 K USD 1
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Here's Why You Should Retain Lamar Advertising Stock for Now LAMR to gain from its extensive asset pool in outdoor advertisement, diverse tenant base and expansionary efforts. Choppiness in national business is a concern. zacks.com - 1 month ago
Lamar Advertising: Pullback Provides Opportunity (Rating Upgrade) Lamar Advertising Company shares have dipped due to disappointing guidance, but the pullback presents a buying opportunity given the company's strong fundamentals and attractive valuation. Despite a penny loss in Q4, Lamar's core business remains solid with a 4% revenue increase and robust EBITDA margins, driven by local advertising. The company's focus on digital billboard upgrades and potential M&A, supported by a strong balance sheet, positions it for future growth beyond the current 3-4% range. seekingalpha.com - 1 month ago
Lamar Advertising: An Eye-Catching REIT That's Set To Grow Lamar Advertising is a unique REIT focused on outdoor advertising, a resilient and growing segment that's unaffected by cord-cutting issues plaguing traditional media. LAMR's strong financial performance in 2024, driven by local and programmatic ad growth, and a robust digital expansion strategy, positions it for continued AFFO growth. With a 4.6% dividend yield, a 76% payout ratio, and a reasonable valuation, LAMR presents a compelling opportunity for income and growth-focused investors. seekingalpha.com - 1 month ago
Lamar Q4 AFFO Meets Estimates, Revenues Miss, Stock Down 7.3% LAMR's Q4 results reflect growth in revenues. However, higher expenses marred the performance to some extent. zacks.com - 1 month ago
Lamar Advertising Company (LAMR) Q4 2024 Earnings Call Transcript Lamar Advertising Company (NASDAQ:LAMR ) Q4 2024 Results Conference Call February 20, 2025 9:00 AM ET Company Participants Sean Reilly - CEO & President Jay Johnson - EVP, CFO & Treasurer Conference Call Participants Cameron McVeigh - Morgan Stanley David Karnovsky - JPMorgan Daniel Osley - Wells Fargo Lance Vitanza - TD Cowen Operator Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference. seekingalpha.com - 1 month ago
Lamar Advertising (LAMR) Matches Q4 FFO Estimates Lamar Advertising (LAMR) came out with quarterly funds from operations (FFO) of $2.21 per share, in line with the Zacks Consensus Estimate. This compares to FFO of $2.10 per share a year ago. zacks.com - 1 month ago
Lamar Advertising Company Announces Fourth Quarter and Year Ended December 31, 2024 Operating Results Three Month Results Net revenue was $579.6 million Net loss was $(1.0) million Adjusted EBITDA was $278.5 million Twelve Month Results Net revenue was $2.21 billion Net income was $362.9 million Adjusted EBITDA was $1.03 billion BATON ROUGE, La., Feb. 20, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (the “Company” or “Lamar”) (Nasdaq: LAMR), a leading owner and operator of outdoor advertising and logo sign displays, announces the Company's operating results for the fourth quarter and year ended December 31, 2024. globenewswire.com - 1 month ago
Lamar Advertising Company Announces Cash Dividend on Common Stock BATON ROUGE, La., Feb. 19, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR), 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 March 28, 2025 to stockholders of record of Lamar's Class A common stock and Class B common stock on March 14, 2025. Subject to the approval of its board of directors, Lamar expects aggregate quarterly distributions to stockholders in 2025, including the dividend payable on March 28, 2025, will total at least $6.20 per common share. globenewswire.com - 2 months ago
Lamar Advertising to appear at the Morgan Stanley Technology, Media and Telecom Conference BATON ROUGE, La., Feb. 18, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO of Lamar Advertising Company, is scheduled to participate in a question-and-answer session at the Morgan Stanley Technology, Media and Telecom Conference on Wednesday, March 5, 2025 at approximately 2:30 p.m. EST. globenewswire.com - 2 months ago
Lamar Advertising to appear at the Citi 2025 Global Property CEO Conference BATON ROUGE, La., Feb. 18, 2025 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) today announced that Sean Reilly, CEO of Lamar Advertising Company, is scheduled to participate in a question-and-answer session at the Citi 2025 Global Property CEO Conference on Monday, March 3, 2025 at approximately 3:35 p.m. EST. globenewswire.com - 2 months ago
REITs To Avoid This Year I am very bullish on REITs. But I still recognize that this sector is full of landmines. I highlight REITs to avoid this year. seekingalpha.com - 2 months ago
Here's Why You Should Retain Lamar Advertising Stock for Now LAMR is well-poised to gain from its diversified tenant base, opportunistic acquisitions and portfolio upgrade efforts despite choppiness in the national business. zacks.com - 2 months ago
8. Profile Summary

Lamar Advertising Company LAMR

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COUNTRY US
INDUSTRY REIT - Specialty
MARKET CAP $ 10.8 B
Dividend Yield 1.36%
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. Lee Kantrow Jr. Executive Vice President of Business Development Mr. Sean E. Reilly J.D. Chief Executive Officer & President Mr. Sukhvinder Singh Senior Vice President of Technology & Innovation Mr. Jay Lecoryelle Johnson Executive Vice President, Chief Financial Officer & Treasurer Ms. Tammy Duncan Executive Vice President of Human Resources Micky Vint Executive Vice President of Operations Mr. Kevin Patrick Reilly Jr. Executive Chairman Mr. John M. Miller Executive Vice President of Sales & Marketing