Lamar Advertising Company (LAMR)vsPrologis Inc (PLD)
LAMR
Lamar Advertising Company
$155.99
-0.83%
REAL ESTATE · Cap: $15.75B
PLD
Prologis Inc
$126.97
-1.24%
REAL ESTATE · Cap: $124.41B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 325% more annual revenue ($9.89B vs $2.33B). PLD leads profitability with a 43.1% profit margin vs 23.9%. LAMR appears more attractively valued with a PEG of 2.20. LAMR earns a higher WallStSmart Score of 62/100 (C+).
LAMR
Buy62
out of 100
Grade: C+
PLD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.9%
Fair Value
$90.30
Current Price
$155.99
$65.69 premium
Margin of Safety
+49.7%
Fair Value
$255.41
Current Price
$126.97
$128.44 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 56 in profit
Strong operational efficiency at 33.3%
Keeps 24 of every $100 in revenue as profit
Keeps 43 of every $100 in revenue as profit
Strong operational efficiency at 42.9%
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 16.1x book value
3.9% earnings growth
Moderate valuation
ROE of 7.6% — below average capital efficiency
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : LAMR
The strongest argument for LAMR centers on Return on Equity, Operating Margin, Profit Margin. Profitability is solid with margins at 23.9% and operating margin at 33.3%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 43.1% and operating margin at 42.9%. Revenue growth of 10.2% demonstrates continued momentum.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 5.00 is elevated, increasing financial risk.
Bear Case : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
PLD carries more volatility with a beta of 1.32 — expect wider price swings.
PLD is growing revenue faster at 10.2% — sustainability is the question.
PLD generates stronger free cash flow (661M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LAMR scores higher overall (62/100 vs 59/100), backed by strong 23.9% margins. PLD offers better value entry with a 49.7% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Lamar Advertising Company
REAL ESTATE · REIT - SPECIALTY · USA
Founded in 1902, Lamar Advertising (Nasdaq: LAMR) is one of the largest outdoor advertising companies in North America, with more than 357,500 displays in the United States and Canada.
Visit Website →Prologis Inc
REAL ESTATE · REIT - INDUSTRIAL · USA
Prologis, Inc. is a real estate investment trust headquartered in San Francisco, California that invests in logistics facilities, with a focus on the consumption side of the global supply chain.
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