(LAMR) Lamar Advertising - Overview
Exchange: NASDAQ •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: US5128161099
Stock: Billboards, Digital Displays, Transit Ads, Airport Ads
Total Rating 45
Risk 50
Buy Signal -0.59
| Risk 5d forecast | |
|---|---|
| Volatility | 21.6% |
| Relative Tail Risk | -8.06% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 0.83 |
| Alpha | 11.79 |
| Character TTM | |
|---|---|
| Beta | 0.650 |
| Beta Downside | 1.259 |
| Drawdowns 3y | |
|---|---|
| Max DD | 23.86% |
| CAGR/Max DD | 0.74 |
EPS (Earnings per Share)
Revenue
Description: LAMR Lamar Advertising February 28, 2026
Lamar Advertising (NASDAQ: LAMR) is a leading North-American outdoor advertising REIT, operating over 362,000 billboards, transit, airport and interstate logo displays across the U.S. and Canada, including the nation’s largest digital billboard network of more than 5,400 screens.
In its most recent fiscal year (2025), Lamar generated $2.13 billion in revenue, with digital billboards contributing a 12% year-over-year increase in net sales. Adjusted EBITDA margin held at 45%, and the portfolio’s occupancy remained strong at 96%, supporting a quarterly dividend yield of roughly 5.2%.
Key drivers for the sector include a continued shift of advertising spend toward programmatic and digital out-of-home formats, resilient consumer traffic on highways and transit corridors, and relatively low interest-rate volatility that benefits REIT financing costs. Inflation-linked operating expenses remain a focus, but Lamar’s long-term lease structures provide pricing power to offset cost pressures.
For deeper insight, consider reviewing ValueRay’s detailed analysis of LAMR.
Headlines to watch out for
- Digital billboard expansion boosts advertising revenue growth
- Economic downturn reduces outdoor advertising demand
- Fuel and maintenance costs impact operating margins
- Local business advertising spend drives revenue
- Regulatory changes restrict billboard placement and size
Piotroski VR‑10 (Strict, 0-10) 4.0
| Net Income: 587.2m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.10 > 0.02 and ΔFCF/TA -0.98 > 1.0 |
| NWC/Revenue: -1.06% < 20% (prev -16.00%; Δ 14.94% < -1%) |
| CFO/TA 0.12 > 3% & CFO 864.0m > Net Income 587.2m |
| Net Debt (6.12b) to EBITDA (1.06b): 5.77 < 3 |
| Current Ratio: 0.95 > 1.5 & < 3 |
| Outstanding Shares: last quarter (101.4m) vs 12m ago -1.25% < -2% |
| Gross Margin: 38.24% > 18% (prev 0.67%; Δ 3.76k% > 0.5%) |
| Asset Turnover: 33.53% > 50% (prev 33.51%; Δ 0.02% > 0%) |
| Interest Coverage Ratio: 4.57 > 6 (EBITDA TTM 1.06b / Interest Expense TTM 160.4m) |
Altman Z'' -0.01
| A: -0.00 (Total Current Assets 459.7m - Total Current Liabilities 483.8m) / Total Assets 6.93b |
| B: -0.16 (Retained Earnings -1.11b / Total Assets 6.93b) |
| C: 0.11 (EBIT TTM 733.6m / Avg Total Assets 6.76b) |
| D: -0.19 (Book Value of Equity -1.11b / Total Liabilities 5.91b) |
| Altman-Z'' Score: -0.01 = B |
Beneish M -2.39
| DSRI: 0.99 (Receivables 341.2m/334.8m, Revenue 2.27b/2.21b) |
| GMI: 1.75 (GM 38.24% / 67.02%) |
| AQI: 0.98 (AQ_t 0.47 / AQ_t-1 0.49) |
| SGI: 1.03 (Revenue 2.27b / 2.21b) |
| TATA: -0.04 (NI 587.2m - CFO 864.0m) / TA 6.93b) |
| Beneish M-Score: -2.39 (Cap -4..+1) = BBB |
What is the price of LAMR shares?
As of March 19, 2026, the stock is trading at USD 134.10 with a total of 414,636 shares traded.
Over the past week, the price has changed by -1.93%, over one month by -1.23%, over three months by +3.93% and over the past year by +20.07%.
Over the past week, the price has changed by -1.93%, over one month by -1.23%, over three months by +3.93% and over the past year by +20.07%.
Is LAMR a buy, sell or hold?
Lamar Advertising has received a consensus analysts rating of 3.33.
Therefor, it is recommend to hold LAMR.
- StrongBuy: 1
- Buy: 0
- Hold: 5
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the LAMR price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 139.8 | 4.3% |
| Analysts Target Price | 139.8 | 4.3% |
LAMR Fundamental Data Overview March 18, 2026
P/E Trailing = 23.1606
P/E Forward = 29.4985
P/S = 5.9956
P/B = 13.3907
P/EG = 2.1982
Revenue TTM = 2.27b USD
EBIT TTM = 733.6m USD
EBITDA TTM = 1.06b USD
Long Term Debt = 3.17b USD (from longTermDebt, last quarter)
Short Term Debt = 483.8m USD (from shortTermDebt, last quarter)
Debt = 6.18b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 6.12b USD (from netDebt column, last quarter)
Enterprise Value = 19.71b USD (13.59b + Debt 6.18b - CCE 64.8m)
Interest Coverage Ratio = 4.57 (Ebit TTM 733.6m / Interest Expense TTM 160.4m)
EV/FCF = 27.39x (Enterprise Value 19.71b / FCF TTM 719.6m)
FCF Yield = 3.65% (FCF TTM 719.6m / Enterprise Value 19.71b)
FCF Margin = 31.75% (FCF TTM 719.6m / Revenue TTM 2.27b)
Net Margin = 25.91% (Net Income TTM 587.2m / Revenue TTM 2.27b)
Gross Margin = 38.24% ((Revenue TTM 2.27b - Cost of Revenue TTM 1.40b) / Revenue TTM)
Gross Margin QoQ = -22.04% (prev 47.81%)
Tobins Q-Ratio = 2.84 (Enterprise Value 19.71b / Total Assets 6.93b)
Interest Expense / Debt = 0.65% (Interest Expense 40.2m / Debt 6.18b)
Taxrate = 1.17% (1.83m / 156.6m)
NOPAT = 725.1m (EBIT 733.6m * (1 - 1.17%))
Current Ratio = 0.95 (Total Current Assets 459.7m / Total Current Liabilities 483.8m)
Debt / Equity = 6.11 (Debt 6.18b / totalStockholderEquity, last quarter 1.01b)
Debt / EBITDA = 5.77 (Net Debt 6.12b / EBITDA 1.06b)
Debt / FCF = 8.51 (Net Debt 6.12b / FCF TTM 719.6m)
Total Stockholder Equity = 994.8m (last 4 quarters mean from totalStockholderEquity)
RoA = 8.69% (Net Income 587.2m / Total Assets 6.93b)
RoE = 59.02% (Net Income TTM 587.2m / Total Stockholder Equity 994.8m)
RoCE = 17.62% (EBIT 733.6m / Capital Employed (Equity 994.8m + L.T.Debt 3.17b))
RoIC = 16.63% (NOPAT 725.1m / Invested Capital 4.36b)
WACC = 5.91% (E(13.59b)/V(19.77b) * Re(8.31%) + D(6.18b)/V(19.77b) * Rd(0.65%) * (1-Tc(0.01)))
Discount Rate = 8.31% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.39%
[DCF] Terminal Value 86.37% ; FCFF base≈731.1m ; Y1≈737.3m ; Y5≈794.1m
[DCF] Fair Price = 200.8 (EV 23.57b - Net Debt 6.12b = Equity 17.45b / Shares 86.9m; r=5.91% [WACC]; 5y FCF grow 0.45% → 2.90% )
EPS Correlation: 4.58 | EPS CAGR: 14.32% | SUE: -0.13 | # QB: 0
Revenue Correlation: 69.91 | Revenue CAGR: 7.69% | SUE: 0.14 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.54 | Chg7d=-0.065 | Chg30d=-0.065 | Revisions Net=-2 | Analysts=2
EPS current Year (2026-12-31): EPS=5.67 | Chg7d=-0.242 | Chg30d=-0.242 | Revisions Net=-2 | Growth EPS=+11.8% | Growth Revenue=+4.4%
EPS next Year (2027-12-31): EPS=6.08 | Chg7d=-0.345 | Chg30d=-0.345 | Revisions Net=-2 | Growth EPS=+7.3% | Growth Revenue=+3.8%
[Analyst] Revisions Ratio: -1.00 (0 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.0% (Discount Rate 8.3% - Earnings Yield 4.3%)
[Growth] Growth Spread = -0.2% (Analyst 3.8% - Implied 4.0%)
P/E Forward = 29.4985
P/S = 5.9956
P/B = 13.3907
P/EG = 2.1982
Revenue TTM = 2.27b USD
EBIT TTM = 733.6m USD
EBITDA TTM = 1.06b USD
Long Term Debt = 3.17b USD (from longTermDebt, last quarter)
Short Term Debt = 483.8m USD (from shortTermDebt, last quarter)
Debt = 6.18b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 6.12b USD (from netDebt column, last quarter)
Enterprise Value = 19.71b USD (13.59b + Debt 6.18b - CCE 64.8m)
Interest Coverage Ratio = 4.57 (Ebit TTM 733.6m / Interest Expense TTM 160.4m)
EV/FCF = 27.39x (Enterprise Value 19.71b / FCF TTM 719.6m)
FCF Yield = 3.65% (FCF TTM 719.6m / Enterprise Value 19.71b)
FCF Margin = 31.75% (FCF TTM 719.6m / Revenue TTM 2.27b)
Net Margin = 25.91% (Net Income TTM 587.2m / Revenue TTM 2.27b)
Gross Margin = 38.24% ((Revenue TTM 2.27b - Cost of Revenue TTM 1.40b) / Revenue TTM)
Gross Margin QoQ = -22.04% (prev 47.81%)
Tobins Q-Ratio = 2.84 (Enterprise Value 19.71b / Total Assets 6.93b)
Interest Expense / Debt = 0.65% (Interest Expense 40.2m / Debt 6.18b)
Taxrate = 1.17% (1.83m / 156.6m)
NOPAT = 725.1m (EBIT 733.6m * (1 - 1.17%))
Current Ratio = 0.95 (Total Current Assets 459.7m / Total Current Liabilities 483.8m)
Debt / Equity = 6.11 (Debt 6.18b / totalStockholderEquity, last quarter 1.01b)
Debt / EBITDA = 5.77 (Net Debt 6.12b / EBITDA 1.06b)
Debt / FCF = 8.51 (Net Debt 6.12b / FCF TTM 719.6m)
Total Stockholder Equity = 994.8m (last 4 quarters mean from totalStockholderEquity)
RoA = 8.69% (Net Income 587.2m / Total Assets 6.93b)
RoE = 59.02% (Net Income TTM 587.2m / Total Stockholder Equity 994.8m)
RoCE = 17.62% (EBIT 733.6m / Capital Employed (Equity 994.8m + L.T.Debt 3.17b))
RoIC = 16.63% (NOPAT 725.1m / Invested Capital 4.36b)
WACC = 5.91% (E(13.59b)/V(19.77b) * Re(8.31%) + D(6.18b)/V(19.77b) * Rd(0.65%) * (1-Tc(0.01)))
Discount Rate = 8.31% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -33.33 | Cagr: -0.39%
[DCF] Terminal Value 86.37% ; FCFF base≈731.1m ; Y1≈737.3m ; Y5≈794.1m
[DCF] Fair Price = 200.8 (EV 23.57b - Net Debt 6.12b = Equity 17.45b / Shares 86.9m; r=5.91% [WACC]; 5y FCF grow 0.45% → 2.90% )
EPS Correlation: 4.58 | EPS CAGR: 14.32% | SUE: -0.13 | # QB: 0
Revenue Correlation: 69.91 | Revenue CAGR: 7.69% | SUE: 0.14 | # QB: 0
EPS next Quarter (2026-06-30): EPS=1.54 | Chg7d=-0.065 | Chg30d=-0.065 | Revisions Net=-2 | Analysts=2
EPS current Year (2026-12-31): EPS=5.67 | Chg7d=-0.242 | Chg30d=-0.242 | Revisions Net=-2 | Growth EPS=+11.8% | Growth Revenue=+4.4%
EPS next Year (2027-12-31): EPS=6.08 | Chg7d=-0.345 | Chg30d=-0.345 | Revisions Net=-2 | Growth EPS=+7.3% | Growth Revenue=+3.8%
[Analyst] Revisions Ratio: -1.00 (0 Up / 2 Down within 30d for Next Quarter)
[Growth] Implied Growth Rate = 4.0% (Discount Rate 8.3% - Earnings Yield 4.3%)
[Growth] Growth Spread = -0.2% (Analyst 3.8% - Implied 4.0%)