Lamar Advertising Company (LAMR)vsSBA Communications Corp (SBAC)
LAMR
Lamar Advertising Company
$126.47
-0.82%
REAL ESTATE · Cap: $12.82B
SBAC
SBA Communications Corp
$165.15
-0.97%
REAL ESTATE · Cap: $17.62B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 24% more annual revenue ($2.82B vs $2.27B). SBAC leads profitability with a 37.4% 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
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-241.0%
Fair Value
$38.90
Current Price
$126.47
$87.57 premium
Margin of Safety
+58.4%
Fair Value
$459.11
Current Price
$165.15
$293.96 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 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Trading at 12.7x book value
2.3% revenue growth
Earnings declined 2.8%
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
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, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : LAMR
The primary concerns for LAMR are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
LAMR carries more volatility with a beta of 1.23 — expect wider price swings.
SBAC is growing revenue faster at 3.7% — sustainability is the question.
LAMR generates stronger free cash flow (245M), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LAMR scores higher overall (58/100 vs 57/100), backed by strong 25.9% margins. SBAC offers better value entry with a 58.4% 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 →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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