Lamar Advertising Company (LAMR)vsSBA Communications Corp (SBAC)
LAMR
Lamar Advertising Company
$145.13
-0.65%
REAL ESTATE · Cap: $14.83B
SBAC
SBA Communications Corp
$175.84
-0.25%
REAL ESTATE · Cap: $18.95B
Smart Verdict
WallStSmart Research — data-driven comparison
SBA Communications Corp generates 23% more annual revenue ($2.87B vs $2.33B). SBAC leads profitability with a 34.5% profit margin vs 23.9%. LAMR appears more attractively valued with a PEG of 2.20. LAMR earns a higher WallStSmart Score of 62/100 (C+).
LAMR
Buy62
out of 100
Grade: C+
SBAC
Hold47
out of 100
Grade: D+
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
+0.6%
Fair Value
$192.16
Current Price
$175.84
$16.32 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 35 of every $100 in revenue as profit
Strong operational efficiency at 52.2%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Trading at 15.0x book value
3.9% earnings growth
2.3% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 10.5%
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 : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 52.2%.
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 : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
LAMR profiles as a mature stock while SBAC is a value play — different risk/reward profiles.
LAMR carries more volatility with a beta of 1.20 — expect wider price swings.
LAMR is growing revenue faster at 6.5% — sustainability is the question.
SBAC generates stronger free cash flow (345M), providing more financial flexibility.
Bottom Line
LAMR scores higher overall (62/100 vs 47/100), backed by strong 23.9% 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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