Lamar Advertising Co
NASDAQ:LAMR

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Lamar Advertising Co
NASDAQ:LAMR
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Price: 134.99 USD 2.16% Market Closed
Market Cap: 13.8B USD
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Intrinsic Value

The intrinsic value of one LAMR stock under the Base Case scenario is 123.42 USD. Compared to the current market price of 134.99 USD, Lamar Advertising Co is Overvalued by 9%.

The Intrinsic Value is calculated as the average of DCF and Relative values:

LAMR Intrinsic Value
123.42 USD
Overvaluation 9%
Intrinsic Value
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Lamar Advertising Co

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Backtest Conclusion
Very Attractive
Current Valuation
+45%
Avg Valuation
-12%
Worst Valuation
-49%
Best Valuation
+45%

Stock is trading at its lowest valuation over the past 5 years.

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Fundamental Analysis

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Business Breakdown

Lamar Advertising Co., founded in 1902, has grown into one of the largest outdoor advertising companies in the United States, transforming the way brands connect with consumers. With a diverse portfolio that includes billboards, transit advertising, and digital displays, Lamar leverages prime locations across major cities and highways to provide companies with the visibility they need in a crowded market. The company’s strategic focus on high-demand areas allows it to capture the attention of millions of daily commuters and residents, making its platforms a valuable asset for advertisers seeking to enhance brand recognition and engagement. This extensive network not only fosters consistent r...

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Financials
Annual
Quarterly
TTM
Annual
Quarterly
TTM

Balance Sheet Decomposition
Lamar Advertising Co

Current Assets 440.7m
Cash & Short-Term Investments 77.9m
Receivables 318.5m
Other Current Assets 44.3m
Non-Current Assets 6.1B
PP&E 2.9B
Intangibles 3.2B
Other Non-Current Assets 92.8m
Current Liabilities 1.1B
Accounts Payable 21.3m
Accrued Liabilities 280.1m
Other Current Liabilities 763.1m
Non-Current Liabilities 4.3B
Long-Term Debt 2.8B
Other Non-Current Liabilities 1.6B
Efficiency

Earnings Waterfall
Lamar Advertising Co

Revenue
2.2B USD
Cost of Revenue
-404.1m USD
Gross Profit
1.8B USD
Operating Expenses
-1.1B USD
Operating Income
684.5m USD
Other Expenses
-180.2m USD
Net Income
504.3m USD

Free Cash Flow Analysis
Lamar Advertising Co

Last Value
3-Years Average
FCF Margin
Conversion Rate
Earnings Calls

Lamar delivered a robust Q2 2024, achieving a 3.9% revenue increase and a 6.3% rise in adjusted EBITDA, fueled by high local and regional advertising demand. Despite national market weaknesses, programmatic sales surged 73%, contributing to a 9.5% increase in AFFO per share to $2.08. The company also improved its EBITDA margin to 48% and recommended a Q3 distribution increase to $1.04 per share. Looking ahead, Lamar anticipates mid-single-digit revenue growth for H2 2024, with political advertising potentially boosting Q4.

What is Earnings Call?
Fundamental Scores

LAMR Profitability Score
Profitability Due Diligence

Lamar Advertising Co's profitability score is 71/100. The higher the profitability score, the more profitable the company is.

Positive Free Cash Flow
Exceptional 3-Year Average ROE
Positive Gross Profit
Exceptional ROE
71/100
Profitability
Score

Lamar Advertising Co's profitability score is 71/100. The higher the profitability score, the more profitable the company is.

LAMR Solvency Score
Solvency Due Diligence

Lamar Advertising Co's solvency score is 25/100. The higher the solvency score, the more solvent the company is.

Long-Term Solvency
High D/E
Low Altman Z-Score
Short-Term Solvency
25/100
Solvency
Score

Lamar Advertising Co's solvency score is 25/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

LAMR Price Targets Summary
Lamar Advertising Co

Wall Street analysts forecast LAMR stock price to drop over the next 12 months.

According to Wall Street analysts, the average 1-year price target for LAMR is 132.35 USD with a low forecast of 123.22 USD and a high forecast of 147 USD.

Lowest
Price Target
123.22 USD
9% Downside
Average
Price Target
132.35 USD
2% Downside
Highest
Price Target
147 USD
9% Upside
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Dividends

Dividend Yield
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Dividend Per Share
N/A
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Growth 10Y
Dividend Safety Score
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0
25
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100
Shareholder Yield

Current shareholder yield for LAMR is .

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Shareholder Yield
Dividend Yield
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Buyback Yield
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Debt Paydown Yield
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Highest

LAMR News

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Lamar Advertising Co Logo
Lamar Advertising Co

Country

United States of America

Industry

Real Estate

Market Cap

13.8B USD

Dividend Yield

3.89%

Description

Lamar Advertising Co. engages in advertising services. The company is headquartered in Baton Rouge, Louisiana and currently employs 3,350 full-time employees. The firm rents space for advertising on billboards, buses, shelters, benches, logo plates and in airport terminals. The company operates three types of outdoor advertising displays: billboards, logo signs and transit advertising displays. The firm owns and operates approximately 153,800 billboard advertising displays in 45 states and Canada. The company rents its advertising space on two types of billboards: bulletins and posters. In addition to traditional billboards, it also rents space on digital billboards, which are generally located on traffic arteries and city streets. The firm owns and operates approximately 3,900 digital billboard advertising displays in 43 states and Canada. The company also provides logo signs in the United States, operating over 23 of the 26 privatized state logo sign contracts. The company operates approximately 137,800 logo sign advertising displays in 23 states and the province of Ontario, Canada.

Contact

LOUISIANA
Baton Rouge
5321 Corporate Blvd.
+12259261000.0
www.lamar.com

IPO

1996-08-02

Employees

3 350

Officers

Executive Chairman
Mr. Kevin Patrick Reilly Jr.
CEO & President
Mr. Sean E. Reilly
Executive VP, CFO & Treasurer
Mr. Jay Lecoryelle Johnson
Executive Vice President of Operations
Micky Vint
Senior Vice President of Technology & Innovation
Mr. Sukhvinder Singh
Secretary & General Counsel
Mr. James R. McIlwain
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Executive Vice President of Sales & Marketing
Mr. John M. Miller
Executive Vice President of Human Resources
Ms. Tammy Duncan
Executive Vice President of Governmental Relations
Mr. Hal Kilshaw
Executive Vice President of Business Development
Mr. Lee Kantrow Jr.
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What is the Intrinsic Value of one LAMR stock?

The intrinsic value of one LAMR stock under the Base Case scenario is 123.42 USD.

Is LAMR stock undervalued or overvalued?

Compared to the current market price of 134.99 USD, Lamar Advertising Co is Overvalued by 9%.

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