Is Lamar Advertising (LAMR) Pricing Reflect Its DCF Upside And Billboard Growth Story

Simply Wall St.01-15

If you are wondering whether Lamar Advertising at around US$130.78 is offering fair value today, you are not alone. This article will walk through what that price really buys you as an investor. The ...

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This article will walk through what that price really buys you as an investor. The ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nasdaq-lamr/lamar-advertising/news/is-lamar-advertising-lamr-pricing-reflect-its-dcf-upside-and\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4084","symbol_name":"特种房地产投资信托","start_time":0,"source_url":"https://simplywall.st/stocks/us/real-estate/nasdaq-lamr/lamar-advertising/news/is-lamar-advertising-lamr-pricing-reflect-its-dcf-upside-and","article_id":"2603604399","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551737-choice1-main-header/1585186739215"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/real-estate/nasdaq-lamr/lamar-advertising/news/is-lamar-advertising-lamr-pricing-reflect-its-dcf-upside-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2603604399","pubTimestamp":1768465673,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"If you are wondering whether Lamar Advertising at around US$130.78 is offering fair value today, you are not alone. This article will walk through what that price really buys you as an investor.\nThe stock has recently posted returns of 2.8% over 7 days, 3.0% over 30 days, 5.4% year to date, 15.5% over 1 year, 50.2% over 3 years and 97.4% over 5 years, so recent performance is front of mind for many holders.\nRecent headlines around Lamar Advertising have mainly focused on its position in the...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4084":"特种房地产投资信托","BK4234":"特殊用途房地产信托","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","LAMR":"拉马尔户外广告"},"translate_title":"Lamar Advertising(LAMR)的定价是否反映了其DCF上涨和Billboard增长故事","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LAMR":1.5,"DCF":1.5},"content_text":"If you are wondering whether Lamar Advertising at around US$130.78 is offering fair value today, you are not alone. This article will walk through what that price really buys you as an investor. The stock has recently posted returns of 2.8% over 7 days, 3.0% over 30 days, 5.4% year to date, 15.5% over 1 year, 50.2% over 3 years and 97.4% over 5 years, so recent performance is front of mind for many holders. Recent headlines around Lamar Advertising have mainly focused on its position in the US outdoor advertising sector and how its network of billboards and digital displays fits into long term marketing spending by brands. This context helps frame how investors are thinking about growth potential, cash generation and the price they are currently paying for that exposure. On our checks, Lamar Advertising scores a 4 out of 6 valuation score. This means it screens as undervalued on four of the six measures used. Next we will look at how traditional valuation tools like multiples and cash flow models line up, and then finish with a more rounded way to judge whether the current price really makes sense.  Lamar Advertising delivered 15.5% returns over the last year. See how this stacks up to the rest of the Specialized REITs industry. AdvertisementApproach 1: Lamar Advertising Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model looks at the cash a business is expected to generate in the future, then discounts those amounts back to today to estimate what that stream of cash is worth right now. Here the model is based on adjusted funds from operations, which is a common way to look at cash generation for real estate linked businesses. For Lamar Advertising, the latest trailing twelve month free cash flow is about $819.0 million. Analysts provide explicit forecasts out to 2027, where free cash flow is projected at $952.6 million, and Simply Wall St extends this further using its own assumptions, with 10 year projections ranging from $888.9 million in 2026 to $1,274.1 million in 2035. Discounting those projected cash flows back to today gives an estimated intrinsic value of about $202.00 per share. Compared with the recent share price of around $130.78, the model suggests Lamar Advertising trades at roughly a 35.3% discount to this DCF estimate, which indicates the shares screen as undervalued on this approach. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests Lamar Advertising is undervalued by 35.3%. Track this in your watchlist or portfolio, or discover 878 more undervalued stocks based on cash flows. LAMR Discounted Cash Flow as at Jan 2026 Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for Lamar Advertising. Approach 2: Lamar Advertising Price vs Earnings For profitable companies, the P/E ratio is a useful way to check what you are paying for each dollar of current earnings. It helps you compare quickly with other businesses and with what investors usually pay for similar earnings streams. What counts as a “normal” P/E depends a lot on how the market views a company’s growth potential and risk. Higher expected growth or lower perceived risk can justify a higher multiple, while slower growth or higher risk usually points to a lower one. Lamar Advertising currently trades on a P/E of about 30.6x. That sits above the Specialized REITs industry average of around 16.8x, but below the peer group average of roughly 55.3x. Simply Wall St’s Fair Ratio for Lamar Advertising is 36.4x, which is its proprietary estimate of what the P/E might be given factors like earnings growth, profit margins, size and risk profile. This Fair Ratio aims to give a more tailored anchor than a simple industry or peer comparison because it adjusts for Lamar Advertising’s specific characteristics rather than assuming all REITs or outdoor media stocks deserve the same multiple. With the shares at 30.6x versus a Fair Ratio of 36.4x, the P/E suggests the stock screens as undervalued on this measure. Result: UNDERVALUED NasdaqGS:LAMR P/E Ratio as at Jan 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Discover 1440 companies where insiders are betting big on explosive growth. Upgrade Your Decision Making: Choose your Lamar Advertising Narrative Earlier we mentioned that there is an even better way to understand valuation, so on Simply Wall St’s Community page you can use Narratives, which are short stories that tie your view of Lamar Advertising’s business drivers to explicit forecasts for revenue, earnings and margins, then translate that into a Fair Value you can compare with today’s price. This updates automatically as fresh news or earnings arrive, and can even differ widely between investors. For example, one holder might plug in assumptions similar to the analyst consensus Fair Value of US$134.80, while a more cautious holder could set a lower Fair Value based on weaker growth or margin expectations, using that gap between Fair Value and price to help decide whether Lamar looks more like a buy, hold or sell for their own portfolio. Do you think there's more to the story for Lamar Advertising? Head over to our Community to see what others are saying! NasdaqGS:LAMR 1-Year Stock Price Chart  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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