Is Lamar Advertising (LAMR) Pricing In Its Billboard Strengths After Strong Multi Year Returns

Simply Wall St.02-13

This article examines whether Lamar Advertising is attractively priced today or already fully reflecting its strengths, by walking through what the numbers are really saying about the stock. With the ...

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With the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nasdaq-lamr/lamar-advertising/news/is-lamar-advertising-lamr-pricing-in-its-billboard-strengths\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Lamar Advertising (LAMR) Pricing In Its Billboard Strengths After Strong Multi Year Returns</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Lamar Advertising (LAMR) Pricing In Its Billboard Strengths After Strong Multi Year Returns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 19:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nasdaq-lamr/lamar-advertising/news/is-lamar-advertising-lamr-pricing-in-its-billboard-strengths><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>This article examines whether Lamar Advertising is attractively priced today or already fully reflecting its strengths, by walking through what the numbers are really saying about the stock. With the ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nasdaq-lamr/lamar-advertising/news/is-lamar-advertising-lamr-pricing-in-its-billboard-strengths\">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-in-its-billboard-strengths","article_id":"2611575601","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-in-its-billboard-strengths","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611575601","pubTimestamp":1770982070,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"This article examines whether Lamar Advertising is attractively priced today or already fully reflecting its strengths, by walking through what the numbers are really saying about the stock.\nWith the share price at US$131.30 and total returns of 0.1% over 7 days, 1.2% over 30 days, 5.8% year to date, 7.8% over 1 year, 43.1% over 3 years and 98.1% over 5 years, many investors are reassessing what they are willing to pay for the business.\nRecent headlines around Lamar have focused on its...","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","LAMR":"拉马尔户外广告","BK4234":"特殊用途房地产信托","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc"},"translate_title":"拉马尔广告(LAMR)在多年强劲回报后，其广告牌定价是否具有优势","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LAMR":1.5,"DCF":1},"content_text":"This article examines whether Lamar Advertising is attractively priced today or already fully reflecting its strengths, by walking through what the numbers are really saying about the stock. With the share price at US$131.30 and total returns of 0.1% over 7 days, 1.2% over 30 days, 5.8% year to date, 7.8% over 1 year, 43.1% over 3 years and 98.1% over 5 years, many investors are reassessing what they are willing to pay for the business. Recent headlines around Lamar have focused on its position in the out of home advertising market and how demand for physical ad space fits alongside digital channels. This context is important as investors evaluate how durable its billboard and transit advertising network could be through different business cycles. Our model gives Lamar Advertising a valuation score of 4 out of 6. In this article we break that down using several common approaches and then finish by looking at a more complete way to think about valuation beyond any single metric.  Lamar Advertising delivered 7.8% 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 takes the cash Lamar Advertising is expected to generate in the future, in this case using adjusted funds from operations, and discounts those cash flows back to what they might be worth in $ today. For Lamar, the latest twelve month free cash flow is about $818.989 million. Analysts provide cash flow estimates out to 2027, with Simply Wall St extending these further using its own assumptions. Under this model, projected free cash flow reaches about $1,284.865 million in 2035, with intermediate years stepping up from the 2026 figure of $888.85 million and the 2027 figure of $952.6 million. When all those projected cash flows are discounted back using the 2 Stage Free Cash Flow to Equity model, the estimated intrinsic value comes out at about $206.22 per share. Compared to the current share price of $131.30, the model implies the stock is 36.3% undervalued on these assumptions. Result: UNDERVALUED Our Discounted Cash Flow (DCF) analysis suggests Lamar Advertising is undervalued by 36.3%. Track this in your watchlist or portfolio, or discover 55 more high quality undervalued stocks. LAMR Discounted Cash Flow as at Feb 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 a profitable business like Lamar Advertising, the P/E ratio is a useful shorthand for what the market is currently willing to pay for each dollar of earnings. A higher or lower P/E usually reflects what investors expect for future earnings growth and how much risk they see in those earnings. Lamar’s current P/E is 30.69x. That sits above the Specialized REITs industry average of 16.07x and below the peer group average of 65.29x. This indicates the market is assigning it a relatively higher multiple than the sector overall, but not the highest in its peer set. Simply Wall St’s Fair Ratio for Lamar comes out at 37.66x. This is a proprietary estimate of what a “normal” P/E might look like for the company, based on factors such as its earnings growth profile, industry, profit margins, market cap and specific risks. Compared with a simple peer or industry check, the Fair Ratio is designed to be more tailored because it adjusts for those company level characteristics rather than assuming one size fits all. Comparing the Fair Ratio of 37.66x with the actual P/E of 30.69x suggests the shares trade below that tailored benchmark. Result: UNDERVALUED NasdaqGS:LAMR P/E Ratio as at Feb 2026 P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 23 top founder-led companies. Upgrade Your Decision Making: Choose your Lamar Advertising Narrative Earlier we mentioned that there is an even better way to understand valuation, so let us introduce you to Narratives, which is Simply Wall St’s way for you to connect your own story about Lamar Advertising, including your assumptions for future revenue, earnings, margins and fair value, to a structured forecast and then compare that Fair Value with the current price on the Community page, where millions of investors share views that update automatically when new information like news or earnings is added. For Lamar, you might see one Narrative that leans into expanding digital billboards, resilient local ad sales and the analyst consensus Fair Value of about US$134.80 as support for a higher fair value range. Another Narrative might focus on risks such as contract changes, advertiser category weakness and digital execution challenges to justify a lower fair value. This gives you a clear, side by side sense of how different perspectives can lead to different decisions about when to buy or sell. 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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