WallStSmart

Lamar Advertising Company (LAMR)vsAT&T Inc. 5.35% GLB NTS 66 (TBB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

LAMR leads profitability with a 23.9% profit margin vs 0.0%. TBB trades at a lower P/E of 3.8x. LAMR earns a higher WallStSmart Score of 62/100 (C+).

LAMR

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 8.5Value: 4.0Quality: 3.0
Piotroski: 4/9Altman Z: 0.57

TBB

Avoid

25

out of 100

Grade: F

Growth: 4.0Profit: 5.0Value: 6.7Quality: 3.5
Piotroski: 5/9Altman Z: 0.87
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LAMRSignificantly Overvalued (-48.2%)

Margin of Safety

-48.2%

Fair Value

$89.49

Current Price

$145.13

$55.64 premium

UndervaluedFair: $89.49Overvalued

Intrinsic value data unavailable for TBB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LAMR3 strengths · Avg: 9.7/10
Return on EquityProfitability
55.9%10/10

Every $100 of equity generates 56 in profit

Operating MarginProfitability
33.3%10/10

Strong operational efficiency at 33.3%

Profit MarginProfitability
23.9%9/10

Keeps 24 of every $100 in revenue as profit

TBB3 strengths · Avg: 9.0/10
P/E RatioValuation
3.8x10/10

Attractively priced relative to earnings

Market CapQuality
$132.56B9/10

Large-cap with strong market position

Free Cash FlowQuality
$5.17B8/10

Generating 5.2B in free cash flow

Areas to Watch

LAMR4 concerns · Avg: 4.0/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

P/E RatioValuation
26.7x4/10

Moderate valuation

Price/BookValuation
15.0x4/10

Trading at 15.0x book value

EPS GrowthGrowth
3.9%4/10

3.9% earnings growth

TBB4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

Comparative Analysis Report

WallStSmart Research

Bull 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 : TBB

The strongest argument for TBB centers on P/E Ratio, Market Cap, Free Cash Flow.

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 : TBB

The primary concerns for TBB are Revenue Growth, EPS Growth, Profit Margin.

Key Dynamics to Monitor

LAMR profiles as a mature stock while TBB is a value play — different risk/reward profiles.

LAMR is growing revenue faster at 6.5% — sustainability is the question.

TBB generates stronger free cash flow (5.2B), providing more financial flexibility.

Monitor REIT - SPECIALTY industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LAMR scores higher overall (62/100 vs 25/100), backed by strong 23.9% margins. Both earn "Buy" and "Avoid" 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 →

AT&T Inc. 5.35% GLB NTS 66

REAL ESTATE · REIT - RESIDENTIAL · USA

AT&T Inc. provides digital entertainment communications and services. The company is headquartered in Dallas, Texas.

Want to dig deeper into these stocks?