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OUTFRONT Media Inc. (OUT) Fundamental Analysis & AI Grade 2026

OUT NYSE Real Estate Investment Trusts MD CIK: 0001579877
Updated This Month • Analysis: May 9, 2026 • SEC Data: 2026-03-31
Combined AI Grade
C
74% Confidence
AGREEMENT
C
78% Conf
B
70% Conf

📊 OUT Key Takeaways

Revenue: $429.6M
Net Margin: 4.4%
Free Cash Flow: $51.2M
Current Ratio: 0.82x
Debt/Equity: 3.90x
EPS: $0.11
AI Grade: C with 78% confidence
OUTFRONT Media Inc. (OUT) receives a C fundamental grade with 74% confidence from our AI analysis based on SEC 10-K filings. With revenue of $429.6M, net profit margin of 4.4%, and return on equity (ROE) of 2.9%, OUTFRONT Media Inc. demonstrates mixed fundamentals in the Real Estate sector. Below is our complete OUT stock analysis for 2026.

Is OUTFRONT Media Inc. (OUT) a Good Investment?

Claude

OUTFRONT Media exhibits critical financial stress with interest coverage of only 0.4x, meaning operating income cannot cover interest obligations from operations alone. Combined with extreme leverage (3.9x debt/equity), flat revenue growth, and declining profitability, the company faces unsustainable debt dynamics. While positive free cash flow ($51.2M) provides near-term runway, the structural imbalance between debt service requirements and operational earnings capacity creates significant distress risk.

ChatGPT

OUTFRONT delivers mid‑teens operating margins and solid free cash flow despite flat revenue, supporting ongoing operations. However, high leverage, sub‑1x liquidity, and thin interest coverage constrain flexibility, while the steep EPS decline signals dilution/capital‑structure pressure. Fundamental upside likely requires revenue reacceleration and clear progress on deleveraging.

OUTFRONT Media Inc. Key Strengths (OUT)

Claude
  • + Positive free cash flow of $51.2M with 11.9% FCF margin demonstrates operational cash generation ability
  • + Substantial asset base of $5.2B reflects real estate holdings with tangible value
  • + Operating margin of 13% shows reasonable efficiency within core operations
ChatGPT
  • + Solid free cash flow and 11.9% FCF margin
  • + Resilient 16% operating margin with positive YoY net income
  • + High ROE supported by a sizable asset base

OUT Stock Risks: OUTFRONT Media Inc. Investment Risks

Claude
  • ! Critical interest coverage of 0.4x indicates operating income cannot service debt; unsustainable without refinancing or restructuring
  • ! Excessive leverage at 3.9x debt/equity with $2.6B long-term debt against only $661.9M equity; highly vulnerable to covenant violations
  • ! Flat revenue growth (0.0% YoY) with declining net income (-5.4%) and EPS (-45.7%); no growth momentum to improve leverage ratios
  • ! Liquidity stress with current ratio of 0.82x; insufficient current assets to cover short-term obligations
  • ! Minimal shareholder returns (ROE 2.9%, ROA 0.4%) indicate value destruction despite high leverage
ChatGPT
  • ! High leverage (Debt/Equity 3.64x) and low interest coverage (1.9x) increase refinancing risk
  • ! Tight liquidity (current ratio 0.92x) with limited cash
  • ! Flat revenue and large EPS decline indicate growth and dilution headwinds

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend and debt covenant compliance status
  • * Quarterly revenue trends and same-store sales growth to assess business stabilization
  • * Debt refinancing activity and credit facility utilization given maturity profile
  • * Free cash flow sustainability relative to interest and principal repayment obligations
ChatGPT
  • * Interest coverage
  • * Net leverage (Debt/EBITDA)

OUTFRONT Media Inc. (OUT) Financial Metrics & Key Ratios

Revenue
$429.6M
Net Income
$19.1M
EPS (Diluted)
$0.11
Free Cash Flow
$51.2M
Total Assets
$5.2B
Cash Position
$67.2M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

OUT Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 13.0%
Net Margin 4.4%
ROE 2.9%
ROA 0.4%
FCF Margin 11.9%

OUT vs Real Estate Sector: How OUTFRONT Media Inc. Compares

How OUTFRONT Media Inc. compares to Real Estate sector averages

Net Margin
OUT 4.4%
vs
Sector Avg 20.0%
OUT Sector
ROE
OUT 2.9%
vs
Sector Avg 8.0%
OUT Sector
Current Ratio
OUT 0.8x
vs
Sector Avg 1.5x
OUT Sector
Debt/Equity
OUT 3.9x
vs
Sector Avg 1.5x
OUT Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is OUTFRONT Media Inc. Stock Overvalued? OUT Valuation Analysis 2026

Based on fundamental analysis, OUTFRONT Media Inc. shows some fundamental concerns relative to the Real Estate sector in 2026.

Return on Equity
2.9%
Sector avg: 8%
Net Profit Margin
4.4%
Sector avg: 20%
Revenue Growth
N/A
Year-over-year
Debt/Equity
3.90x
Sector avg: 1.5x

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.

OUTFRONT Media Inc. Balance Sheet: OUT Debt, Cash & Liquidity

Current Ratio
0.82x
Quick Ratio
0.82x
Debt/Equity
3.90x
Debt/Assets
86.8%
Interest Coverage
0.35x
Long-term Debt
$2.6B

OUT Revenue & Earnings Growth: 5-Year Financial Trend

OUT 5-year financial data: Year 2021: Revenue $1.8B, Net Income $140.1M, EPS $0.97. Year 2022: Revenue $1.8B, Net Income -$61.0M, EPS $-0.56. Year 2023: Revenue $1.8B, Net Income $35.6M, EPS $0.05. Year 2024: Revenue $1.8B, Net Income $142.7M, EPS $0.83. Year 2025: Revenue $1.8B, Net Income -$425.2M, EPS $-2.70.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: OUTFRONT Media Inc.'s revenue has shown modest growth of 3% over the 5-year period. The most recent EPS of $-2.70 indicates the company is currently unprofitable.

OUT Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
11.9%
Free cash flow / Revenue

OUT Quarterly Earnings & Performance

Quarterly financial performance data for OUTFRONT Media Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $390.7M $19.1M $0.11
Q3 2025 $451.9M $34.6M $0.20
Q2 2025 $460.2M -$1.1M $-0.03
Q1 2025 $390.7M -$20.6M $-0.14
Q3 2024 $451.9M $17.0M $0.09
Q2 2024 $468.8M $149.6M $0.86
Q1 2024 $395.8M -$27.2M $-0.18
Q3 2023 $453.7M $17.0M $0.09

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

OUTFRONT Media Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$75.3M
Cash generated from operations
Capital Expenditures
$24.1M
Investment in assets
Dividends Paid
$53.4M
Returned to shareholders

OUT SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for OUTFRONT Media Inc. (CIK: 0001579877)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 4 xslF345X06/wk-form4_1779827213.xml View →
May 8, 2026 10-Q out-20260331.htm View →
May 7, 2026 8-K out-20260507.htm View →
Apr 21, 2026 DEF 14A out-20260420.htm View →
Apr 2, 2026 4 xslF345X06/wk-form4_1775168114.xml View →

Frequently Asked Questions about OUT

What is the AI rating for OUT?

OUTFRONT Media Inc. (OUT) has a Combined AI Grade of C from Claude (C) and ChatGPT (B) with 74% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are OUT's key strengths?

Claude: Positive free cash flow of $51.2M with 11.9% FCF margin demonstrates operational cash generation ability. Substantial asset base of $5.2B reflects real estate holdings with tangible value. ChatGPT: Solid free cash flow and 11.9% FCF margin. Resilient 16% operating margin with positive YoY net income.

What are the risks of investing in OUT?

Claude: Critical interest coverage of 0.4x indicates operating income cannot service debt; unsustainable without refinancing or restructuring. Excessive leverage at 3.9x debt/equity with $2.6B long-term debt against only $661.9M equity; highly vulnerable to covenant violations. ChatGPT: High leverage (Debt/Equity 3.64x) and low interest coverage (1.9x) increase refinancing risk. Tight liquidity (current ratio 0.92x) with limited cash.

What is OUT's revenue and growth?

OUTFRONT Media Inc. reported revenue of $429.6M.

Does OUT pay dividends?

OUTFRONT Media Inc. pays dividends, with $53.4M distributed to shareholders in the trailing twelve months.

Where can I find OUT SEC filings?

Official SEC filings for OUTFRONT Media Inc. (CIK: 0001579877) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is OUT's EPS?

OUTFRONT Media Inc. has a diluted EPS of $0.11.

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 OUT's fundamental grade?

Based on our AI fundamental analysis in May 2026, OUTFRONT Media Inc. has a C grade with 74% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is OUT stock overvalued or undervalued?

Valuation metrics for OUT: ROE of 2.9% (sector avg: 8%), net margin of 4.4% (sector avg: 20%). Compare these metrics with sector averages to assess valuation.

What is OUT's AI grade for 2026?

Our dual AI analysis gives OUTFRONT Media Inc. a combined C grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is OUT's free cash flow?

OUTFRONT Media Inc.'s operating cash flow is $75.3M, with capital expenditures of $24.1M. FCF margin is 11.9%.

How does OUT compare to other Real Estate stocks?

Vs Real Estate sector averages: Net margin 4.4% (avg: 20%), ROE 2.9% (avg: 8%), current ratio 0.82 (avg: 1.5).

Is OUTFRONT Media Inc. carrying too much debt?

OUT has a debt-to-equity ratio of 3.90x, 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.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 9, 2026 | Data as of: 2026-03-31 | Powered by Claude AI