Lamar Advertising Company (LAMR)vsSBA Communications Corp (SBAC)
LAMR
Lamar Advertising Company
$153.73
+0.32%
REAL ESTATE · Cap: $15.66B
SBAC
SBA Communications Corp
$187.59
+0.08%
REAL ESTATE · Cap: $21.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 25% more annual revenue ($2.85B vs $2.29B). SBAC leads profitability with a 35.7% profit margin vs 24.0%. LAMR appears more attractively valued with a PEG of 2.20. LAMR earns a higher WallStSmart Score of 56/100 (C).
LAMR
Buy56
out of 100
Grade: C
SBAC
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-54.6%
Fair Value
$85.81
Current Price
$153.73
$67.92 premium
Margin of Safety
+0.7%
Fair Value
$192.34
Current Price
$187.59
$4.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 57 in profit
Keeps 24 of every $100 in revenue as profit
Strong operational efficiency at 25.3%
Keeps 36 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 16.1x book value
4.4% 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, Profit Margin, Operating Margin. Profitability is solid with margins at 24.0% and operating margin at 25.3%.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. 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. Debt-to-equity of 5.35 is elevated, increasing financial risk.
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 1.23 — expect wider price swings.
SBAC is growing revenue faster at 5.9% — sustainability is the question.
SBAC generates stronger free cash flow (207M), providing more financial flexibility.
Bottom Line
LAMR scores higher overall (56/100 vs 49/100), backed by strong 24.0% 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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