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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 7/10

vs
industry
vs
history
Cash to Debt 0.02
LAMR's Cash to Debt is ranked higher than
54% of the 941 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.05 vs. LAMR: 0.02 )
LAMR' s 10-Year Cash to Debt Range
Min: 0   Max: N/A
Current: 0.02

Equity to Asset 0.29
LAMR's Equity to Asset is ranked higher than
52% of the 980 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.47 vs. LAMR: 0.29 )
LAMR' s 10-Year Equity to Asset Range
Min: -0.21   Max: 0.49
Current: 0.29

-0.21
0.49
Interest Coverage 2.65
LAMR's Interest Coverage is ranked higher than
69% of the 774 Companies
in the Global REIT - Diversified industry.

( Industry Median: 2.72 vs. LAMR: 2.65 )
LAMR' s 10-Year Interest Coverage Range
Min: 0.09   Max: 2.65
Current: 2.65

0.09
2.65
F-Score: 6
Z-Score: 2.16
M-Score: -2.61
WACC vs ROIC
12.96%
15.71%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 7/10

vs
industry
vs
history
Operating margin (%) 24.13
LAMR's Operating margin (%) is ranked higher than
59% of the 998 Companies
in the Global REIT - Diversified industry.

( Industry Median: 43.93 vs. LAMR: 24.13 )
LAMR' s 10-Year Operating margin (%) Range
Min: -3.85   Max: 27.47
Current: 24.13

-3.85
27.47
Net-margin (%) 22.92
LAMR's Net-margin (%) is ranked higher than
63% of the 999 Companies
in the Global REIT - Diversified industry.

( Industry Median: 35.24 vs. LAMR: 22.92 )
LAMR' s 10-Year Net-margin (%) Range
Min: -14.9   Max: 47.21
Current: 22.92

-14.9
47.21
ROE (%) 32.24
LAMR's ROE (%) is ranked higher than
98% of the 1003 Companies
in the Global REIT - Diversified industry.

( Industry Median: 6.97 vs. LAMR: 32.24 )
LAMR' s 10-Year ROE (%) Range
Min: -6.82   Max: 26.49
Current: 32.24

-6.82
26.49
ROA (%) 8.88
LAMR's ROA (%) is ranked higher than
93% of the 1012 Companies
in the Global REIT - Diversified industry.

( Industry Median: 3.13 vs. LAMR: 8.88 )
LAMR' s 10-Year ROA (%) Range
Min: -2.97   Max: 7.54
Current: 8.88

-2.97
7.54
ROC (Joel Greenblatt) (%) 27.07
LAMR's ROC (Joel Greenblatt) (%) is ranked higher than
76% of the 890 Companies
in the Global REIT - Diversified industry.

( Industry Median: 7.30 vs. LAMR: 27.07 )
LAMR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -2.04   Max: 26.64
Current: 27.07

-2.04
26.64
Revenue Growth (3Y)(%) 3.50
LAMR's Revenue Growth (3Y)(%) is ranked higher than
78% of the 753 Companies
in the Global REIT - Diversified industry.

( Industry Median: 1.10 vs. LAMR: 3.50 )
LAMR' s 10-Year Revenue Growth (3Y)(%) Range
Min: -2.1   Max: 131.2
Current: 3.5

-2.1
131.2
EBITDA Growth (3Y)(%) 0.60
LAMR's EBITDA Growth (3Y)(%) is ranked higher than
70% of the 683 Companies
in the Global REIT - Diversified industry.

( Industry Median: 2.60 vs. LAMR: 0.60 )
LAMR' s 10-Year EBITDA Growth (3Y)(%) Range
Min: -6   Max: 91.1
Current: 0.6

-6
91.1
EPS Growth (3Y)(%) 209.20
LAMR's EPS Growth (3Y)(%) is ranked higher than
99% of the 585 Companies
in the Global REIT - Diversified industry.

( Industry Median: 3.90 vs. LAMR: 209.20 )
LAMR' s 10-Year EPS Growth (3Y)(%) Range
Min: -62.8   Max: 209.2
Current: 209.2

-62.8
209.2
» LAMR's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2014

LAMR Guru Trades in Q2 2014

Manning & Napier Advisors, Inc 30,150 sh (New)
Richard Pzena 1,290,161 sh (New)
First Eagle Investment 2,370,342 sh (+203.15%)
Louis Moore Bacon 20,121 sh (+162.78%)
Richard Perry 5,308,775 sh (+88.76%)
Tom Russo 21,785 sh (+3.20%)
John Keeley 256,390 sh (+0.82%)
Columbia Wanger 1,054,000 sh (unchged)
Chuck Akre 67,100 sh (unchged)
Joel Greenblatt Sold Out
Mario Gabelli 12,600 sh (-24.10%)
Jim Simons 78,112 sh (-91.31%)
» More
Q3 2014

LAMR Guru Trades in Q3 2014

Paul Tudor Jones 7,714 sh (New)
Manning & Napier Advisors, Inc 179,883 sh (+496.63%)
Jim Simons 343,812 sh (+340.15%)
Richard Pzena 3,513,960 sh (+172.37%)
Louis Moore Bacon 23,211 sh (+15.36%)
Mario Gabelli 13,600 sh (+7.94%)
Chuck Akre 67,100 sh (unchged)
Columbia Wanger 1,054,000 sh (unchged)
First Eagle Investment Sold Out
Richard Perry Sold Out
John Keeley 250,640 sh (-2.24%)
Tom Russo 15,360 sh (-29.49%)
» More
Q4 2014

LAMR Guru Trades in Q4 2014

First Eagle Investment 393,299 sh (New)
RS Investment Management 1,956 sh (New)
Chuck Akre 67,100 sh (unchged)
Mario Gabelli 13,600 sh (unchged)
Louis Moore Bacon Sold Out
Paul Tudor Jones Sold Out
Columbia Wanger 1,048,900 sh (-0.48%)
Manning & Napier Advisors, Inc 178,493 sh (-0.77%)
John Keeley 246,150 sh (-1.79%)
Richard Pzena 3,415,838 sh (-2.79%)
Tom Russo 14,860 sh (-3.26%)
Jim Simons 203,412 sh (-40.84%)
» More
Q1 2015

LAMR Guru Trades in Q1 2015

Pioneer Investments 23,070 sh (New)
Paul Tudor Jones 6,800 sh (New)
Jim Simons 260,700 sh (+28.16%)
Tom Russo 17,760 sh (+19.52%)
John Keeley 262,920 sh (+6.81%)
Chuck Akre 67,100 sh (unchged)
First Eagle Investment Sold Out
RS Investment Management Sold Out
Mario Gabelli 13,100 sh (-3.68%)
Manning & Napier Advisors, Inc 166,691 sh (-6.61%)
Richard Pzena 2,715,488 sh (-20.50%)
Columbia Wanger 773,900 sh (-26.22%)
» More
» Details

Insider Trades

Latest Guru Trades with LAMR

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Guru Investment Theses on Lamar Advertising Co

Mason Hawkins Comments on Lamar Advertising - Aug 13, 2013

We also sold Lamar Advertising (LAMR) as it reached our appraisal. We bought Lamar in 2011 at an average cost of $26, trimmed the position as it grew, and fully sold it in the second quarter at an average price of $48 per share. Lamar's strong outdoor advertising positions in its markets helped revenue growth as the economy recovered. Management's effective cost control and decision to explore converting to a REIT also caused the stock's move to value.

From Mason Hawkins' semi-annual 2013 report.
Check out Mason Hawkins latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 19.50
LAMR's P/E(ttm) is ranked higher than
75% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 33.50 vs. LAMR: 19.50 )
LAMR' s 10-Year P/E(ttm) Range
Min: 18.42   Max: 4731.43
Current: 19.5

18.42
4731.43
Forward P/E 20.33
LAMR's Forward P/E is ranked higher than
74% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 44.64 vs. LAMR: 20.33 )
N/A
PE(NRI) 19.60
LAMR's PE(NRI) is ranked higher than
80% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 33.60 vs. LAMR: 19.60 )
LAMR' s 10-Year PE(NRI) Range
Min: 18.4   Max: 3312
Current: 19.6

18.4
3312
P/B 6.90
LAMR's P/B is ranked lower than
64% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 1.44 vs. LAMR: 6.90 )
LAMR' s 10-Year P/B Range
Min: 0.6   Max: 6.95
Current: 6.9

0.6
6.95
P/S 4.40
LAMR's P/S is ranked higher than
82% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 8.45 vs. LAMR: 4.40 )
LAMR' s 10-Year P/S Range
Min: 0.44   Max: 6.48
Current: 4.4

0.44
6.48
PFCF 17.60
LAMR's PFCF is ranked higher than
92% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.00 vs. LAMR: 17.60 )
LAMR' s 10-Year PFCF Range
Min: 2.77   Max: 50.92
Current: 17.6

2.77
50.92
POCF 13.23
LAMR's POCF is ranked higher than
86% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 19.25 vs. LAMR: 13.23 )
LAMR' s 10-Year POCF Range
Min: 1.5   Max: 19.85
Current: 13.23

1.5
19.85
EV-to-EBIT 27.77
LAMR's EV-to-EBIT is ranked higher than
77% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 36.05 vs. LAMR: 27.77 )
LAMR' s 10-Year EV-to-EBIT Range
Min: 18.7   Max: 76.3
Current: 27.77

18.7
76.3
PEG 7.84
LAMR's PEG is ranked higher than
90% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.00 vs. LAMR: 7.84 )
LAMR' s 10-Year PEG Range
Min: 3.62   Max: 751.12
Current: 7.84

3.62
751.12
Shiller P/E 130.70
LAMR's Shiller P/E is ranked higher than
69% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.00 vs. LAMR: 130.70 )
LAMR' s 10-Year Shiller P/E Range
Min: 23.29   Max: 2853
Current: 130.7

23.29
2853
Current Ratio 1.50
LAMR's Current Ratio is ranked higher than
80% of the 925 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.82 vs. LAMR: 1.50 )
LAMR' s 10-Year Current Ratio Range
Min: 0.72   Max: 4.36
Current: 1.5

0.72
4.36
Quick Ratio 1.50
LAMR's Quick Ratio is ranked higher than
82% of the 925 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.78 vs. LAMR: 1.50 )
LAMR' s 10-Year Quick Ratio Range
Min: 0.72   Max: 4.36
Current: 1.5

0.72
4.36
Days Sales Outstanding 47.15
LAMR's Days Sales Outstanding is ranked higher than
70% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 50.11 vs. LAMR: 47.15 )
LAMR' s 10-Year Days Sales Outstanding Range
Min: 36.34   Max: 307.04
Current: 47.15

36.34
307.04

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 5.20
LAMR's Dividend Yield is ranked higher than
64% of the 1013 Companies
in the Global REIT - Diversified industry.

( Industry Median: 4.35 vs. LAMR: 5.20 )
LAMR' s 10-Year Dividend Yield Range
Min: 1.56   Max: 5.52
Current: 5.2

1.56
5.52
Dividend Payout 1.02
LAMR's Dividend Payout is ranked higher than
70% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 1.49 vs. LAMR: 1.02 )
LAMR' s 10-Year Dividend Payout Range
Min: 0.39   Max: 5.19
Current: 1.02

0.39
5.19
Yield on cost (5-Year) 5.20
LAMR's Yield on cost (5-Year) is ranked higher than
59% of the 1017 Companies
in the Global REIT - Diversified industry.

( Industry Median: 4.61 vs. LAMR: 5.20 )
LAMR' s 10-Year Yield on cost (5-Year) Range
Min: 1.56   Max: 5.52
Current: 5.2

1.56
5.52
Share Buyback Rate -0.70
LAMR's Share Buyback Rate is ranked higher than
91% of the 664 Companies
in the Global REIT - Diversified industry.

( Industry Median: -6.20 vs. LAMR: -0.70 )
LAMR' s 10-Year Share Buyback Rate Range
Min: 4.5   Max: -24.4
Current: -0.7

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.70
LAMR's Price/DCF (Projected) is ranked higher than
85% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.00 vs. LAMR: 1.70 )
LAMR' s 10-Year Price/DCF (Projected) Range
Min: 0.29   Max: 4.11
Current: 1.7

0.29
4.11
Price/Median PS Value 1.20
LAMR's Price/Median PS Value is ranked higher than
69% of the 1227 Companies
in the Global REIT - Diversified industry.

( Industry Median: 1.30 vs. LAMR: 1.20 )
LAMR' s 10-Year Price/Median PS Value Range
Min: 0.21   Max: 2.67
Current: 1.2

0.21
2.67
Earnings Yield (Greenblatt) 3.60
LAMR's Earnings Yield (Greenblatt) is ranked higher than
68% of the 976 Companies
in the Global REIT - Diversified industry.

( Industry Median: 3.70 vs. LAMR: 3.60 )
LAMR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1.3   Max: 5.3
Current: 3.6

1.3
5.3
Forward Rate of Return (Yacktman) 7.91
LAMR's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 606 Companies
in the Global REIT - Diversified industry.

( Industry Median: 0.30 vs. LAMR: 7.91 )
LAMR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.2   Max: 42.5
Current: 7.91

1.2
42.5

Business Description

Industry: REITs » REIT - Diversified
Compare:WPPGY, PUBGY, IPG, FMCN, HKUOY » details
Traded in other countries:6LA.Germany,
Lamar Advertising Co was founded in 1902. The Company is an outdoor advertising company in the United States based on number of displays and has operated under the Lamar name since 1902. The Company sells advertising on billboards, buses, shelters, benches and logo plates. As of December 31, 2013, the Company owned and operated approximately over 145,000 billboard advertising displays in 44 states, Canada and Puerto Rico, approximately 120,000 logo advertising displays in 22 states and the province of Ontario, Canada, and operated approximately 38,000 transit advertising displays in 16 states, Canada and Puerto Rico. The Company offers its customers a fully integrated service, satisfying all aspects of their billboard display requirements from ad copy production to placement and maintenance. The Company offers three types of outdoor advertising displays: billboards, logo signs and transit advertising displays. The Company' sells Billboards advertising space on two types bulletins and posters. Bulletins are generally large, illuminated advertising structures that are located on major highways and target vehicular traffic; and Posters are generally smaller advertising structures that are located on major traffic arteries and city streets and target vehicular and pedestrian traffic. In addition to these traditional billboards, Company also sells digital billboards, which are generally located on major traffic arteries and city streets. As of December 31, 2013, it owned and operated over 1,880 digital billboard advertising displays in 41 states, Canada and Puerto Rico. The Company's Logo signs, sells its advertising space on located near highway exits. Logo signs generally advertise nearby gas, food, and camping, lodging and other attractions. As of December 31, 2013, Company operated approximately 120,000 logo sign advertising displays in 22 states and Canada. The Company's Transit advertising displays sells advertising space on the exterior and interior of public transportation vehicles, transit shelters and benches in over 60 markets. As of December 31, 2013, Company operated approximately 38,000 transit advertising displays in 16 states, Canada and Puerto Rico. The Company faces competition from advertising providers, such as; Clear Channel Outdoor Holdings, Inc. and CBS Outdoor. The Company's Outdoor advertising is subject to governmental regulation at the federal, state and local levels.
» More Articles for LAMR

Headlines

Articles On GuruFocus.com
An Undervalued High-Yield REIT Apr 24 2015 
A Bad Seed in the Profitable Advertising Industry Mar 18 2014 
Outdoor Advertising in the Midsize Market: A Profitable Business Mar 07 2014 
Mason Hawkins Comments on Lamar Advertising Aug 13 2013 
What the Gurus Did This Week - Weekly Update on Guru Real Time Activity Jun 14 2013 
Controversy Stricken Steven Cohen Adds One and Increases One Jun 07 2013 
Southeastern Asset Reduces Eight, Major Slash on Building Materials May 15 2013 
Weekly CFO Sells Highlight: MAIN, WAGE, DKS, LAMR, RPXC Mar 25 2013 
road sude advertisin Jan 11 2012 
Lamar Advertising Company: Expansion At All Costs Creates Unnecessary Risks ($LAMR) Oct 05 2011 

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