📊 LAMR Key Takeaways
Is Lamar Advertising Co/New (LAMR) a Good Investment?
Lamar demonstrates exceptional profitability with 25.9% net margins and strong free cash flow generation of $683.2M annually, providing substantial financial flexibility. The company's 17.4x interest coverage and 57.3% ROE reflect disciplined capital allocation, though significant leverage (3.09x debt/equity) and modest 2.7% revenue growth indicate a mature, capital-intensive business facing modest expansion prospects.
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.
Why Buy Lamar Advertising Co/New Stock? LAMR Key Strengths
- Exceptional operating margins of 34.2% and net margins of 25.9% demonstrate pricing power and operational efficiency in outdoor advertising
- Strong free cash flow generation of $683.2M with 30.1% FCF margin, providing ample coverage of capital expenditures and debt service
- Excellent interest coverage ratio of 17.4x indicates strong ability to service $3.2B in long-term debt from operating earnings
- High return on equity of 57.3% and ROA of 8.5% demonstrate efficient capital deployment and earnings conversion
- 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 leverage at 3.09x debt/equity with minimal cash position of $64.8M relative to $3.2B long-term debt creates refinancing risk in adverse markets
- Sluggish revenue growth of 2.7% YoY and near-flat net income growth of 0.1% YoY indicate business maturity with limited organic expansion opportunities
- Current ratio of 0.58x signals weak short-term liquidity despite strong operating cash flow, requiring continued operational performance
- Operating in declining medium of outdoor advertising with secular headwinds from digital alternatives and e-commerce penetration
- 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 stability and free cash flow generation capability amid economic cycles
- Debt refinancing activity and interest rate environment impact on debt service costs
- Revenue growth trends by segment and pricing power maintenance in competitive advertising market
- Capital expenditure requirements and return on invested capital trends
- Revenue growth (YoY)
- Leverage (Debt/Equity)
Lamar Advertising Co/New (LAMR) Financial Metrics & Key Ratios
💡 AI Analyst Insight
The 30.1% 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 |
|---|---|---|---|
| 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 |
| Q2 2023 | $517.9M | $130.6M | $1.28 |
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 Rating of BUY from Claude (BUY) and ChatGPT (BUY) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.
What are LAMR's key strengths?
Claude: Exceptional operating margins of 34.2% and net margins of 25.9% demonstrate pricing power and operational efficiency in outdoor advertising. Strong free cash flow generation of $683.2M with 30.1% FCF margin, providing ample coverage of capital expenditures and debt service. ChatGPT: High margins (34% operating, 26% net). Robust free cash flow (30% FCF margin).
What are the risks of investing in LAMR?
Claude: High leverage at 3.09x debt/equity with minimal cash position of $64.8M relative to $3.2B long-term debt creates refinancing risk in adverse markets. Sluggish revenue growth of 2.7% YoY and near-flat net income growth of 0.1% YoY indicate business maturity with limited organic expansion opportunities. 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 $2.3B.
Does LAMR pay dividends?
Lamar Advertising Co/New pays dividends, with $655.9M 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 $5.77.
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 rating reflects both perspectives for balanced insights.
Is LAMR a good stock to buy right now?
Based on our AI fundamental analysis in April 2026, Lamar Advertising Co/New has a BUY rating with 76% 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 57.3% (sector avg: 8%), net margin of 25.9% (sector avg: 20%). Higher ROE suggests strong returns relative to peers.
Should I buy LAMR stock in 2026?
Our dual AI analysis gives Lamar Advertising Co/New a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.
What is LAMR's free cash flow?
Lamar Advertising Co/New's operating cash flow is $864.0M, with capital expenditures of $180.8M. FCF margin is 30.1%.
How does LAMR compare to other Real Estate stocks?
Vs Real Estate sector averages: Net margin 25.9% (avg: 20%), ROE 57.3% (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 3.09x, 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.
Why is LAMR's return on equity (ROE) so high?
Lamar Advertising Co/New has a return on equity of 57.3%, significantly above the Real Estate sector average of 8%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 25.9% net margin.