Lamar Advertising Company (LAMR)vsSBA Communications Corp (SBAC)
LAMR
Lamar Advertising Company
$157.93
+4.45%
REAL ESTATE · Cap: $15.34B
SBAC
SBA Communications Corp
$218.17
-0.21%
REAL ESTATE · Cap: $23.19B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 26% more annual revenue ($2.85B vs $2.27B). SBAC leads profitability with a 35.7% profit margin vs 25.9%. LAMR appears more attractively valued with a PEG of 2.20. LAMR earns a higher WallStSmart Score of 58/100 (C).
LAMR
Buy58
out of 100
Grade: C
SBAC
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-19.7%
Fair Value
$110.78
Current Price
$157.93
$47.15 premium
Margin of Safety
+13.3%
Fair Value
$220.22
Current Price
$218.17
$2.05 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 57 in profit
Strong operational efficiency at 32.9%
Keeps 26 of every $100 in revenue as profit
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 15.8x book value
2.3% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 14.7%
Distress zone — elevated risk
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 25.9% and operating margin at 32.9%.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin. Profitability is solid with margins at 35.7% and operating margin at 52.4%.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : SBAC
The primary concerns for SBAC are Return on Equity, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
LAMR profiles as a value stock while SBAC is a mature play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.21 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
LAMR generates stronger free cash flow (240M), providing more financial flexibility.
Bottom Line
LAMR scores higher overall (58/100 vs 46/100), backed by strong 25.9% margins. Both earn "Buy" and "Hold" 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 →SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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