Lamar Advertising Company (LAMR)vsPrologis Inc (PLD)
LAMR
Lamar Advertising Company
$145.13
-0.65%
REAL ESTATE · Cap: $14.83B
PLD
Prologis Inc
$135.96
+0.04%
REAL ESTATE · Cap: $131.96B
Smart Verdict
WallStSmart Research — data-driven comparison
Prologis Inc generates 315% more annual revenue ($9.66B vs $2.33B). PLD leads profitability with a 43.6% profit margin vs 23.9%. LAMR appears more attractively valued with a PEG of 2.20. PLD earns a higher WallStSmart Score of 65/100 (B-).
LAMR
Buy62
out of 100
Grade: C+
PLD
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-48.2%
Fair Value
$89.49
Current Price
$145.13
$55.64 premium
Margin of Safety
+46.1%
Fair Value
$252.09
Current Price
$135.96
$116.13 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 44 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Earnings expanding 85.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 15.0x book value
3.9% earnings growth
Premium valuation, high expectations priced in
ROE of 7.8% — 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, EPS Growth. Profitability is solid with margins at 43.6% and operating margin at 43.0%. Revenue growth of 12.3% 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 12.3% — sustainability is the question.
PLD generates stronger free cash flow (1.2B), providing more financial flexibility.
Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PLD scores higher overall (65/100 vs 62/100), backed by strong 43.6% margins and 12.3% revenue growth. Both earn "Strong 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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