📊 LAMR Key Takeaways
Is Lamar Advertising Co/New (LAMR) a Good Investment?
Lamar demonstrates strong profitability and cash flow generation (21.6% FCF margin, $114.2M) typical of a mature REIT, but faces material leverage headwinds (3.31x D/E, $3.3B debt) coupled with weak near-term growth (2.7% revenue, 0.1% net income) and tight liquidity (0.58x current ratio). The business is fundamentally sound but lacks growth catalysts and carries refinancing/covenant risk if market conditions deteriorate.
Lamar shows resilient profitability with a 34% operating margin and a strong 30% free cash flow margin, underpinned by excellent interest coverage. While revenue growth is modest and net income is flat, cash generation relative to capex remains strong and ROA is healthy. Elevated leverage and tight liquidity temper the outlook, but fundamentals support a constructive stance.
Lamar Advertising Co/New Key Strengths (LAMR)
- Exceptional free cash flow generation at 21.6% of revenue provides debt service cushion
- Strong operating margins (27.7%) and net margins (19.2%) demonstrate pricing power and operational discipline
- Positive operating cash flow of $147.4M supports capital allocation despite high leverage
- High margins (34% operating, 26% net)
- Robust free cash flow (30% FCF margin)
- Strong interest coverage (17.4x)
LAMR Stock Risks: Lamar Advertising Co/New Investment Risks
- High financial leverage (3.31x D/E ratio, $3.3B long-term debt) with weak interest coverage (3.3x) creates refinancing vulnerability
- Severely constrained liquidity (0.58x current ratio, only $39.3M cash) leaves minimal buffer for operational disruptions
- Stagnant earnings growth (0.1% net income YoY, 2.7% revenue growth) indicates structural maturity with limited organic expansion
- Modest revenue growth (+2.7% YoY) and flat net income
- High leverage (3.09x D/E) and low liquidity (0.58x current ratio)
- Exposure to cyclical ad demand and regulatory constraints on inventory
Key Metrics to Watch
- Operating cash flow sustainability and FCF generation amid economic cycles
- Debt refinancing schedule and ability to maintain leverage ratios
- Revenue growth acceleration in outdoor advertising vertical
- Revenue growth (YoY)
- Leverage (Debt/Equity)
Lamar Advertising Co/New (LAMR) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 21.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.
LAMR Profit Margin, ROE & Profitability Analysis
LAMR vs Real Estate Sector: How Lamar Advertising Co/New Compares
How Lamar Advertising Co/New compares to Real Estate sector averages
Sector benchmarks are approximate industry averages. Actual sector performance may vary.
Is Lamar Advertising Co/New Stock Overvalued? LAMR Valuation Analysis 2026
Based on fundamental analysis, Lamar Advertising Co/New has mixed fundamental signals relative to the Real Estate sector in 2026.
Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.
Lamar Advertising Co/New Balance Sheet: LAMR Debt, Cash & Liquidity
LAMR Revenue & Earnings Growth: 5-Year Financial Trend
5-Year Trend Summary: Lamar Advertising Co/New's revenue has grown significantly by 27% over the 5-year period, indicating strong business expansion. The most recent EPS of $4.85 reflects profitable operations.
LAMR Revenue Growth, EPS Growth & YoY Performance
LAMR Quarterly Earnings & Performance
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $505.4M | $101.3M | $1.00 |
| Q3 2025 | $564.1M | $141.8M | $1.40 |
| Q2 2025 | $565.3M | $137.4M | $1.34 |
| Q1 2025 | $498.2M | $78.2M | $0.76 |
| Q3 2024 | $542.6M | $140.0M | $1.37 |
| Q2 2024 | $541.1M | $130.6M | $1.28 |
| Q1 2024 | $471.3M | $76.0M | $0.74 |
| Q3 2023 | $527.4M | $140.0M | $1.37 |
Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.
Lamar Advertising Co/New Dividends, Buybacks & Capital Allocation
LAMR SEC Filings: Latest 10-K & 10-Q Analysis
Access official SEC EDGAR filings for Lamar Advertising Co/New (CIK: 0001090425)
📋 Recent SEC Filings
❓ Frequently Asked Questions about LAMR
What is the AI rating for LAMR?
Lamar Advertising Co/New (LAMR) has a Combined AI Grade of A from Claude (B) and ChatGPT (A) with 71% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are LAMR's key strengths?
Claude: Exceptional free cash flow generation at 21.6% of revenue provides debt service cushion. Strong operating margins (27.7%) and net margins (19.2%) demonstrate pricing power and operational discipline. ChatGPT: High margins (34% operating, 26% net). Robust free cash flow (30% FCF margin).
What are the risks of investing in LAMR?
Claude: High financial leverage (3.31x D/E ratio, $3.3B long-term debt) with weak interest coverage (3.3x) creates refinancing vulnerability. Severely constrained liquidity (0.58x current ratio, only $39.3M cash) leaves minimal buffer for operational disruptions. ChatGPT: Modest revenue growth (+2.7% YoY) and flat net income. High leverage (3.09x D/E) and low liquidity (0.58x current ratio).
What is LAMR's revenue and growth?
Lamar Advertising Co/New reported revenue of $528.0M.
Does LAMR pay dividends?
Lamar Advertising Co/New pays dividends, with $162.6M distributed to shareholders in the trailing twelve months.
Where can I find LAMR SEC filings?
Official SEC filings for Lamar Advertising Co/New (CIK: 0001090425) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.
What is LAMR's EPS?
Lamar Advertising Co/New has a diluted EPS of $1.00.
How is the AI analysis conducted?
Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.
What is LAMR's fundamental grade?
Based on our AI fundamental analysis in May 2026, Lamar Advertising Co/New has a A grade with 71% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.
Is LAMR stock overvalued or undervalued?
Valuation metrics for LAMR: ROE of 10.3% (sector avg: 8%), net margin of 19.2% (sector avg: 20%). Higher ROE suggests strong returns relative to peers.
What is LAMR's AI grade for 2026?
Our dual AI analysis gives Lamar Advertising Co/New a combined A grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.
What is LAMR's free cash flow?
Lamar Advertising Co/New's operating cash flow is $147.4M, with capital expenditures of $33.1M. FCF margin is 21.6%.
How does LAMR compare to other Real Estate stocks?
Vs Real Estate sector averages: Net margin 19.2% (avg: 20%), ROE 10.3% (avg: 8%), current ratio 0.58 (avg: 1.5).
Is Lamar Advertising Co/New carrying too much debt?
LAMR has a debt-to-equity ratio of 3.31x, which is above the Real Estate sector average of 1.5x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.