LAMR

ACCE-researched
Lamar Advertising Company Class A Common Stock
Real Estate · REIT - Specialty · NASDAQ · United States
$146.81+0.00%
Market cap $14.9BNext earnings 2026-11-05Updated Sep 20, 2026
FAIR VALUE · CONSENSUS
$146.81+0.0%
confidence-weighted across 3 of 6 models
Now $146.81
$146.81
$35.98$118.68
TrimSilver65
Price vs fair value
40.1% above
-28.6% to fair value
ACCE score
61
out of 100
Analysts
17% buy
6 covering
P/E
26.8x
forward 29.5x
1-year return
+17.1%
Dividend yield
4.29%
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Overview

Reports in 45 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

+18.2% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bearish17% buy · 6 covering analysts
● Strong buy 1● Buy 0● Hold 5● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 67% of peers
low 11.6x26.8xhigh 81.1x
ROEbetter than 83% of peers
low -207%59%high 225%
Div yieldbetter than 50% of peers
low 2.6%4.3%high 7.9%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
WYWeyerhaeuser Company Common Stock$15.3B32.25.0%0.593.9%-Compare
GLPIGaming and Leisure Properties Inc. Common Stock$11.9B11.619.4%1.567.9%-Compare
SBACSBA Communications Corporation Class A Common Stock$18.9B19.30.0%-2.662.6%-Compare
CCICrown Castle Inc. Common Stock$31.9B29.8-206.7%-14.895.8%-Compare
IRMIron Mountain Incorporated (Delaware)Common Stock REIT$34.0B81.1225.1%-25.483.0%-Compare
RYNRayonier Inc. REIT Common Stock$6.0B43.82.0%0.475.3%-Compare

Sector report card

Where LAMR ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 45 days, last quarter beat by 0.1%.

Press releases mentioning this company

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Ask questions about this stock in plain language. Answered from company fundamentals + recent valuations.

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Recent performance

1 week
-1.5%
1 month
-4.7%
3 months
-1.9%
6 months
+17.9%
YTD
+16.0%
1 year
+17.1%

SEC filings

40 filings
September 2026
Sep 16
Form 4Insider transactionPeriod 2026-09-14
Sep 1
8-KCurrent reportPeriod 2026-09-01
August 2026
Aug 6
10-QQuarterly reportPeriod 2026-06-30
37 more filings + AI summaries on Investor+.INVESTOR