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48.67 (1y: +97%)
Market Cap 4.54 B P/E(ttm) 176.30
Enterprise Value 6.62 B P/B 5.22
LAMR- NAS (USA)
Lamar Advertising Co
  • Currently 1/5
Business Predictability Rank: 1-Star
Back Testing Results:
Average gain of all 1-Star stocks: 1.1% per year.
% of Stocks that are in still loss if held for 10yrs: 45%.
Read more:
What is Predictability Rank?
Performances of real portfolio
Top Ranked Predictable Companies
$48.67
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 4/10

vs
industry		 vs
history
Cash to Debt 0.027
LAMR's Cash to Debt is ranked lower than
100% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 33.81 vs. LAMR: 0.027 )
LAMR' s 10-Year Cash to Debt Range
Min: 0.01   Max: 0.14
Current: 0.03
0.01
0.14
Equity to Asset -0.307
LAMR's Equity to Asset is ranked lower than
94% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 0.42 vs. LAMR: -0.307 )
LAMR' s 10-Year Equity to Asset Range
Min: -0.32   Max: -0.1
Current: -0.31
-0.32
-0.1
Interest Coverage 1.4
LAMR's Interest Coverage is ranked lower than
78% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 247.35 vs. LAMR: 1.4 )
LAMR' s 10-Year Interest Coverage Range
Min: 0   Max: 2
Current: 1.4
0
2
F-Score: 8
Z-Score: 1.06
M-Score: -2.87
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 : 6/10

vs
industry		 vs
history
Operating margin (%) 18.40
LAMR's Operating margin (%) is ranked higher than
90% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 4.15 vs. LAMR: 18.40 )
LAMR' s 10-Year Operating margin (%) Range
Min: -3.9   Max: 18.8
Current: 18.4
-3.9
18.8
Net-margin (%) 0.8
LAMR's Net-margin (%) is ranked higher than
58% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 2.30 vs. LAMR: 0.8 )
LAMR' s 10-Year Net-margin (%) Range
Min: -14.9   Max: 4.1
Current: 0.8
-14.9
4.1
ROE (%) 1.1
LAMR's ROE (%) is ranked lower than
56% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 7.20 vs. LAMR: 1.1 )
LAMR' s 10-Year ROE (%) Range
Min: -7   Max: 5
Current: 1.1
-7
5
ROA (%) 0.3
LAMR's ROA (%) is ranked lower than
58% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 3.60 vs. LAMR: 0.3 )
LAMR' s 10-Year ROA (%) Range
Min: -3   Max: 1.1
Current: 0.3
-3
1.1
ROC (Joel Greenblatt) (%) 17.30
LAMR's ROC (Joel Greenblatt) (%) is ranked higher than
60% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 20.80 vs. LAMR: 17.30 )
LAMR' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -2   Max: 17.3
Current: 17.3
-2
17.3
Revenue Growth (%) 2.3
LAMR's Revenue Growth (%) is ranked higher than
68% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 1.80 vs. LAMR: 2.3 )
LAMR' s 10-Year Revenue Growth (%) Range
Min: -1.6   Max: 10.1
Current: 2.3
-1.6
10.1
EBITDA Growth (%) 3.8
LAMR's EBITDA Growth (%) is ranked higher than
79% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 2.65 vs. LAMR: 3.8 )
LAMR' s 10-Year EBITDA Growth (%) Range
Min: -3   Max: 9.7
Current: 3.8
-3
9.7
ยป LAMR's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

LAMR Guru Trades in Q2 2012

Richard Perry 300,000 sh (New)
Columbia Wanger 1,934,000 sh (New)
Jeremy Grantham 78,300 sh (+57.55%)
Joel Greenblatt 19,314 sh (+6.28%)
Tom Russo 21,825 sh (+3.07%)
Mario Gabelli 10,000 sh (unchged)
Mason Hawkins 7,226,000 sh (unchged)
Chuck Royce Sold Out
Jim Simons Sold Out
Ray Dalio Sold Out
Chuck Akre 1,060,960 sh (-0.61%)
Steven Cohen 14,874 sh (-97.64%)
» More
Q3 2012

LAMR Guru Trades in Q3 2012

Larry Robbins 1,547,212 sh (New)
Ray Dalio 32,259 sh (New)
Jean-Marie Eveillard 405,471 sh (New)
John Burbank 8,324 sh (New)
John Keeley 193,500 sh (New)
Steven Cohen 1,041,548 sh (+6902.47%)
Richard Perry 3,650,000 sh (+1116.67%)
Mario Gabelli 13,000 sh (+30%)
Columbia Wanger 1,899,200 sh (-1.8%)
Tom Russo 21,125 sh (-3.21%)
Jeremy Grantham 67,400 sh (-13.92%)
Mason Hawkins 5,598,200 sh (-22.53%)
Chuck Akre 621,348 sh (-41.44%)
Joel Greenblatt 8,475 sh (-56.12%)
» More
Q4 2012

LAMR Guru Trades in Q4 2012

Jim Simons 448,812 sh (New)
Jean-Marie Eveillard 1,797,879 sh (+343.41%)
John Keeley 789,370 sh (+307.94%)
Richard Perry 5,830,000 sh (+59.73%)
Larry Robbins 2,122,212 sh (+37.16%)
Tom Russo 21,335 sh (+0.99%)
Mario Gabelli 13,000 sh (unchged)
Jeremy Grantham 47,700 sh (unchged)
Chuck Akre 621,348 sh (unchged)
Ray Dalio Sold Out
John Burbank Sold Out
Joel Greenblatt Sold Out
Mason Hawkins 5,431,972 sh (-2.97%)
Columbia Wanger 1,335,000 sh (-29.71%)
Steven Cohen 261,531 sh (-74.89%)
» More
Q1 2013

LAMR Guru Trades in Q1 2013

Ray Dalio 46,584 sh (New)
Steven Cohen 1,836,965 sh (+602.39%)
Jim Simons 964,912 sh (+114.99%)
Jeremy Grantham 83,600 sh (+75.26%)
John Keeley 865,480 sh (+9.64%)
Tom Russo 21,735 sh (+1.87%)
Chuck Akre 621,348 sh (unchged)
Richard Perry 5,830,000 sh (unchged)
Columbia Wanger 1,335,000 sh (unchged)
Mason Hawkins 4,412,766 sh (-18.76%)
Larry Robbins 1,467,412 sh (-30.85%)
Jean-Marie Eveillard 1,114,040 sh (-38.04%)
Mario Gabelli 4,200 sh (-67.69%)
» More
» Details

Insider Trades

Latest Guru Trades with LAMR

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Jean-Marie Eveillard 2013-03-31 Reduce -38.04%0.1%$38.75 - $48.58 $ 48.6710%1114040
Ray Dalio 2013-03-31 New Buy0.02%$38.75 - $48.58 $ 48.6710%46584
Mario Gabelli 2013-03-31 Reduce -67.69%$38.75 - $48.58 $ 48.6710%4200
Richard Perry 2012-12-31 Add 59.73%3.1%$37.35 - $40.95 $ 48.6724%5830000
John Keeley 2012-12-31 Add 307.94%0.51%$37.35 - $40.95 $ 48.6724%789370
Jean-Marie Eveillard 2012-12-31 Add 343.41%0.19%$37.35 - $40.95 $ 48.6724%1797879
Joel Greenblatt 2012-12-31 Sold Out 0.02%$37.35 - $40.95 $ 48.6724%0
Ray Dalio 2012-12-31 Sold Out 0.02%$37.35 - $40.95 $ 48.6724%0
John Burbank 2012-12-31 Sold Out 0.01%$37.35 - $40.95 $ 48.6724%0
Richard Perry 2012-09-30 Add 1116.67%5.23%$26.42 - $37.05 $ 48.6754%3650000
Chuck Akre 2012-09-30 Reduce -41.44%1.04%$26.42 - $37.05 $ 48.6754%621348
Mason Hawkins 2012-09-30 Reduce -22.53%0.2%$26.42 - $37.05 $ 48.6754%5598200
John Keeley 2012-09-30 New Buy0.16%$26.42 - $37.05 $ 48.6754%193500
Jean-Marie Eveillard 2012-09-30 New Buy0.06%$26.42 - $37.05 $ 48.6754%405471
Joel Greenblatt 2012-09-30 Reduce -56.12%0.02%$26.42 - $37.05 $ 48.6754%8475
Ray Dalio 2012-09-30 New Buy0.02%$26.42 - $37.05 $ 48.6754%32259
John Burbank 2012-09-30 New Buy0.01%$26.42 - $37.05 $ 48.6754%8324
Mario Gabelli 2012-09-30 Add 30%$26.42 - $37.05 $ 48.6754%13000
Richard Perry 2012-06-30 New Buy0.35%$23.76 - $32.54 $ 48.6775%300000
Ray Dalio 2012-06-30 Sold Out 0.03%$23.76 - $32.54 $ 48.6775%0
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 176.30
LAMR's P/E(ttm) is ranked lower than
58% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 25.26 vs. LAMR: 176.30 )
LAMR' s 10-Year P/E(ttm) Range
Min: 50.09   Max: 4731.43
Current: 176.3
50.09
4731.43
P/B 5.22
LAMR's P/B is ranked lower than
78% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 1.74 vs. LAMR: 5.22 )
LAMR' s 10-Year P/B Range
Min: 0.6   Max: 6.04
Current: 5.22
0.6
6.04
P/S 3.80
LAMR's P/S is ranked lower than
83% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 0.68 vs. LAMR: 3.80 )
LAMR' s 10-Year P/S Range
Min: 0.44   Max: 8.32
Current: 3.8
0.44
8.32
PFCF 16.33
LAMR's PFCF is ranked lower than
52% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 12.69 vs. LAMR: 16.33 )
LAMR' s 10-Year PFCF Range
Min: 2.77   Max: 50.92
Current: 16.33
2.77
50.92
EV-to-EBIT 30.37
LAMR's EV-to-EBIT is ranked higher than
64% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 18.20 vs. LAMR: 30.37 )
LAMR' s 10-Year EV-to-EBIT Range
Min: 18.7   Max: 1062.4
Current: 30.37
18.7
1062.4
PEG 220.38
LAMR's PEG is ranked lower than
70% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 2.35 vs. LAMR: 220.38 )
LAMR' s 10-Year PEG Range
Min: 4.08   Max: 373.28
Current: 220.38
4.08
373.28
Shiller P/E 5844.9
LAMR's Shiller P/E is ranked lower than
74% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 12.20 vs. LAMR: 5844.9 )
LAMR' s 10-Year Shiller P/E Range
Min: 26.62   Max: 3221
Current: 5844.9
26.62
3221

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 49.2
LAMR's Price/Net Current Asset Value is ranked higher than
94% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 4.40 vs. LAMR: 49.2 )
LAMR' s 10-Year Price/Net Current Asset Value Range
Min: 14.3   Max: 93.4
Current: 49.2
14.3
93.4
Price/DCF (Projected) 1.6
LAMR's Price/DCF (Projected) is ranked higher than
91% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 0.80 vs. LAMR: 1.6 )
LAMR' s 10-Year Price/DCF (Projected) Range
Min: 0.4   Max: 2
Current: 1.6
0.4
2
Price/Median PS Value 0.9
LAMR's Price/Median PS Value is ranked higher than
74% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 0.80 vs. LAMR: 0.9 )
LAMR' s 10-Year Price/Median PS Value Range
Min: 0.2   Max: 1.4
Current: 0.9
0.2
1.4
Earnings Yield (Greenblatt) 3.30
LAMR's Earnings Yield (Greenblatt) is ranked higher than
75% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 5.00 vs. LAMR: 3.30 )
LAMR' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 5.3
Current: 3.3
0.1
5.3
Forward Rate of Return (Yacktman) 3.84
LAMR's Forward Rate of Return (Yacktman) is ranked higher than
74% of the 77 Companies
in the Global Advertising Agencies industry.

( Industry Median: 10.49 vs. LAMR: 3.84 )
LAMR' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 2.4   Max: 41.6
Current: 3.84
2.4
41.6

Business Description

Lamar Advertising Company was founded in 1902. It is one of the outdoor advertising companies in the United States based on number of displays and has operated under the Lamar name since 1902. The Company operates in a single operating and reporting segment, advertising. It sells advertising on billboards, buses, shelters, benches and logo plates. As of December 31, 2009, it owned and operated approximately 150,000 billboard advertising displays in 44 states, Canada and Puerto Rico, over 100,000 logo advertising displays in 21 states and the province of Ontario, Canada, and operated over 27,000 transit advertising displays in 16 states, Canada and Puerto Rico. The Company offers its customers a fully integrated service, satisfying all aspects of its billboard display requirements from ad copy production to placement and maintenance. It operates three types of outdoor advertising displays: billboards, logo signs and transit advertising displays. Billboards: the Company sells most of its advertising space on two types of billboards: bulletins and posters. Bulletins are generally illuminated advertising structures that are located on major highways and target vehicular traffic. Posters are generally smaller advertising structures that are located on major traffic arteries and city streets and target vehicular and pedestrian traffic. Logo signs: the Company sells advertising space on logo signs located near highway exits. It is the provider of logo signs in the United States, operating 21 of the 27 privatized state logo sign contracts. As of December 31, 2009, it operated over 100,000 logo sign advertising displays in 21 states and Canada. Transit advertising displays: the Company also sells advertising space on the exterior and interior of public transportation vehicles, transit shelters and benches in 63 markets. As of December 31, 2009, it operated over 27,000 transit advertising displays in 16 states, Canada and Puerto Rico. The Company mainly focuses on small to mid-size markets where it could attain a strong market share, in each of its markets; it competes against other providers of outdoor advertising and other types of media. Outdoor advertising is subject to governmental regulation at the federal, state and local levels.
Company Website
SEC Reports
Industry: Advertising Agencies
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ยป More Articles for LAMR

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Chuck Akre's Capital Management Q2 Portfolio Update. Aug 14 2011 


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