Lamar Advertising Company (LAMR)vsPrologis Inc (PLD)
LAMR
Lamar Advertising Company
$153.73
+0.32%
REAL ESTATE · Cap: $15.66B
PLD
Prologis Inc
$143.83
-3.02%
REAL ESTATE · Cap: $139.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 310% more annual revenue ($9.38B vs $2.29B). PLD leads profitability with a 39.7% profit margin vs 24.0%. LAMR appears more attractively valued with a PEG of 2.20. PLD earns a higher WallStSmart Score of 63/100 (C+).
LAMR
Buy56
out of 100
Grade: C
PLD
Buy63
out of 100
Grade: C+
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
+44.7%
Fair Value
$254.18
Current Price
$143.83
$110.35 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 40 of every $100 in revenue as profit
Strong operational efficiency at 38.5%
Earnings expanding 65.2% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 16.1x book value
4.4% revenue growth
Premium valuation, high expectations priced in
ROE of 7.0% — 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, Profit Margin, Operating Margin. Profitability is solid with margins at 24.0% and operating margin at 25.3%.
Bull Case : PLD
The strongest argument for PLD centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.7% and operating margin at 38.5%.
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 : PLD
The primary concerns for PLD are P/E Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
LAMR profiles as a value stock while PLD is a mature play — different risk/reward profiles.
PLD carries more volatility with a beta of 1.33 — expect wider price swings.
PLD is growing revenue faster at 8.3% — sustainability is the question.
PLD generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
PLD scores higher overall (63/100 vs 56/100), backed by strong 39.7% margins. 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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