LAMR
LAMR
Lamar Advertising Company
$153.84
+1.93% 2026-10-20
Real EstateS&P 400
LAMRSPY
1W
+5.0%
1M
+6.0%
3M
-2.8%
6M
+17.3%
YTD
+25.7%
1Y
+34.4%
Live chart
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Grades vs sector
Momentum86th pct in sectorA-
Momentum
86th pct in sector
12-1 return: +27.5%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Growth45th pct in sectorC
Growth
45th pct in sector
Revenue growth (YoY): +6.5%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Value51st pct in sectorC+
Value
51st pct in sector
Forward E/P: 4.3% · EBITDA/EV: 5.2%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
Profitability80th pct in sectorA-
Profitability
80th pct in sector
Profit margin: +23.9% · Return on equity: +59.4%
Percentile within its GICS sector across the S&P 1500.
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
Revisions
Not enough data yet
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Our models
Not held by any of our 5 live models right now.
Quality Growth
not ranked (outside this model's universe or screens)
Momentum Top 15not ranked (outside this model's universe or screens)
Momentum Blendnot in the current book
New Highs Growthnot ranked (outside this model's universe or screens)
Conviction 20not in the current book
News
More newsLamar Advertising Company to Release Third Quarter Ended September 30, 2026 Operating Results
GlobeNewswire · Oct 07
Is Lamar Advertising (LAMR) A Bargain On Its Recent Pullback?
Simply Wall St. · Sep 30
Lamar Advertising Co's Dividend Analysis
GuruFocus.com · Sep 21
Lamar Advertising Insider Sold Shares Worth $1,207,000, According to a Recent SEC Filing
MT Newswires · Sep 17
Iron Mountain Partners With Opera Paris to Digitize Cultural Heritage
Zacks · Sep 16
Key stats
Market cap$15.6B
P/E (trailing)28.1
P/E (forward)23.7
52-week range114.45 – 166.33
Revenue growth (YoY, latest qtr)+6.5%
Dividend yield4.37%
Analyst consensusHold (4)
Mean price target$160.25 (+4%)
Valuation and fundamentals
Valuation & fundamentals
Bottom line
Leans expensive
Model read-out from the numbers below, not advice. Score -1 (DCF counts double).
▼DCF (base case)below the price by 53%
▲Forward P/E vs sector23.7x vs median 29.6x
•Piotroski F-score6/9
•Altman Z2.0 (grey)
•Net debt / EBITDA3.2x
•Analyst target+4% (4 analysts)
Discounted cash flow
Bear
$35
-77%
growth 0% · disc. 11.4% · term. 2.0%
Base
$72
-53%
growth 5% · disc. 10.4% · term. 2.5%
Bull
$118
-23%
growth 8% · disc. 9.4% · term. 3.0%
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Reverse DCFfor context, not a signal
A normal DCF guesses future cash flows and works out a price. A reverse DCF runs it backwards: it starts from today's price and asks how fast free cash flow would have to grow to justify it. It tells you what the market is assuming, not whether the stock is cheap or expensive, and it is not a buy or sell signal. Glossary
Today's price assumes free cash flow grows about 12% a year for 10 years.
Implied
+12%/yr
FCF, last 3 yrs
+4%/yr
FCF, last 5 yrs
+6%/yr
Revenue, last 3 yrs
+4%/yr
Revenue, last 5 yrs
+8%/yr
Same inputs as the DCF above: trailing free cash flow 0.7B, 10.4% discount rate, 2.5% growth after year 10, net debt and today's share count. Actual growth rates are compound annual rates from SEC annual filings through FY2025; "n/a" means too little history or a negative starting year.
Edit assumptions · recalculates instantly
Your value per share–
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.23 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Real Estate
P/E (trailing)
pricier
sector median 27.6× · 51st pct
28.1×pricier
Forward P/E
cheaper
sector median 29.6× · 33rd pct
23.7×cheaper
EV / EBITDA
pricier
sector median 17.2× · 59th pct
17.7×pricier
Price / sales
pricier
sector median 6.5× · 54th pct
6.7×pricier
Price / book
pricier
sector median 1.8× · 97th pct
13.1×pricier
FCF yield
pricier
sector median 6.9% · 22nd pct
4.6%pricier
Forward EPS $6.48 vs trailing $5.48 (+18% expected growth). Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Gross margin
67.4%
Operating margin
31.8%
FCF margin
30.9%
Net margin
23.9%
Return on equity
46.5%
Return on invested capital
15.6%
Net debt / EBITDA
3.2×
Current ratio
0.6×
Interest cover
4.5×
Cash conversion (OCF/NI)
1.6×
Piotroski F-score 6/9 · last two fiscal years
✓ Positive net income✓ Positive operating cash flow✓ Return on assets improved✓ Cash flow above net income✗ Long-term debt / assets fell✓ Current ratio improved✓ No share dilution✗ Gross margin improved✗ Asset turnover improved
Altman Z-score 2.0 (grey zone; above 3.0 = safe, below 1.8 = distress). Not meaningful for banks and insurers.
Analysts
Mean target
$160
+4%
Analysts
4
Hold
Range
$151–$170
low – high
● price · ◆ mean target
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $2.3B | $587.2M | $683.2M |
| 2024 | $2.2B | $361.9M | $748.3M |
| 2023 | $2.1B | $495.8M | $605.3M |
| 2022 | $2.0B | $438.6M | $614.5M |
| 2021 | $1.8B | $388.1M | $608.3M |
| 2020 | $1.6B | $243.4M | $507.6M |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +3.7%.
Earnings
Next report: 2026-11-05 · before open · EPS est 1.65
EstimateActual (beat)Actual (miss)
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-08-06 | 1.58 | 1.56 | -1.6% |
| 2026-05-07 | 0.84 | 0.88 | +4.7% |
| 2026-02-20 | 1.57 | 1.50 | -4.2% |
| 2025-11-06 | 1.48 | 1.40 | -5.5% |
| 2025-08-08 | 1.48 | 1.48 | -0.5% |
| 2025-05-08 | 1.25 | 0.73 | -41.3% |
| 2025-02-20 | 1.44 | -0.02 | -101.3% |
| 2024-11-08 | 1.42 | 1.41 | -0.3% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $616.7M | +6.5% |
| 2026-03-31 | $528.0M | – |
| 2025-12-31 | $595.9M | – |
| 2025-09-30 | $585.5M | – |
| 2025-06-30 | $579.3M | – |
Analyst actions
Wells Fargo
PT $151
2026-08-12 · main
Equal-Weight → Equal-WeightPT $151
JP Morgan
PT $160
2026-08-07 · main
Neutral → NeutralPT $160
Citigroup
PT $160
2026-07-10 · down
Buy → NeutralPT $160
TD Cowen
PT $170
2026-05-14 · main
Buy → BuyPT $170
Wells Fargo
PT $150
2026-05-08 · main
Equal-Weight → Equal-WeightPT $150
Wells Fargo
PT $136
2026-02-24 · main
Equal-Weight → Equal-WeightPT $136
Recent dividends
2026-09-21: $1.650 · 2026-06-16: $1.600 · 2026-03-16: $1.600 · 2025-12-22: $1.800 · 2025-09-19: $1.550 · 2025-06-16: $1.550 · 2025-03-14: $1.550 · 2024-12-18: $1.650
Insider trades
Reifenheiser Thomas V
$1.2M
Director · 2026-09-14
SELL$1.2M
Stats refreshed 2026-10-20 18:02:48 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
coteau
Coteau Systematic Strategies publishes stock research and model portfolios. It doesn't manage money or give investment advice. Results are hypothetical unless marked Live. Data: Yahoo Finance (delayed) and SEC EDGAR.