No connection

Search Results

AMH vs LAMR

AMH
American Homes 4 Rent
NEUTRAL
Price
$31.99
Market Cap
$13.52B
Sector
Real Estate
AI Confidence
68%
LAMR
Lamar Advertising Company
BEARISH
Price
$133.43
Market Cap
$13.54B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
AMH
26.66
LAMR
23.16
Forward P/E
AMH
39.94
LAMR
21.93
P/B Ratio
AMH
1.66
LAMR
13.37
P/S Ratio
AMH
7.38
LAMR
5.97
EV/EBITDA
AMH
18.46
LAMR
17.95

Profitability

Gross Margin
AMH
56.01%
LAMR
67.05%
Operating Margin
AMH
23.54%
LAMR
32.93%
Profit Margin
AMH
24.7%
LAMR
25.91%
ROE
AMH
6.6%
LAMR
57.22%
ROA
AMH
2.12%
LAMR
6.46%

Growth

Revenue Growth
AMH
7.5%
LAMR
2.3%
Earnings Growth
AMH
33.8%
LAMR
--

Financial Health

Debt/Equity
AMH
0.62
LAMR
4.8
Current Ratio
AMH
1.66
LAMR
0.58
Quick Ratio
AMH
0.18
LAMR
0.51

Dividends

Dividend Yield
AMH
3.81%
LAMR
4.8%
Payout Ratio
AMH
98.31%
LAMR
107.45%

AI Verdict

AMH NEUTRAL

AMH exhibits a weak Piotroski F-Score of 4/9, indicating marginal financial health, and lacks an Altman Z-Score, limiting distress risk assessment. Despite strong recent earnings surprises and solid revenue growth, elevated valuation metrics (P/E of 26.66, Forward P/E of 39.94) and a concerning 98.31% dividend payout ratio raise sustainability concerns. Insider selling and a bearish technical trend counterbalance positive analyst sentiment, while the stock trades above the Graham Number of $22.83 but near the intrinsic value of $35.40. The company's profitability is solid, but ROE and ROIC are constrained by sector dynamics and leverage.

Strengths
Consistent earnings beat streak with an average surprise of 69.48% over the last four quarters
Strong year-over-year earnings growth of 33.80% and revenue growth of 7.50%
Profit margins are healthy: gross margin at 56.01%, operating margin at 23.54%, and net margin at 24.70%
Risks
Piotroski F-Score of 4/9 suggests weak to stable financial health, limiting confidence in operational strength
Extremely high dividend payout ratio of 98.31% threatens dividend sustainability
Forward P/E of 39.94 is significantly above historical and sector averages, implying overvaluation risk
LAMR BEARISH

LAMR exhibits significant valuation misalignment, trading at a massive premium to its Graham Number ($35.97) and Intrinsic Value ($40.32). While the Piotroski F-Score of 4/9 indicates stable health, the financial profile is marred by a dangerous payout ratio of 107.45% and a low current ratio of 0.58. Consistent earnings misses (0/4 in the last year) combined with a bearish technical trend (10/100) and insider selling suggest a lack of fundamental support for the current price level.

Strengths
Strong ROE of 57.22%
Healthy operating margins at 32.93%
Consistent historical 5-year price appreciation (+77%)
Risks
Severe overvaluation relative to defensive fair value (Graham Number)
Unsustainable dividend payout ratio exceeding 100%
Poor liquidity with a current ratio of 0.58

Compare Another Pair

AMH vs LAMR: Head-to-Head Comparison

This page compares American Homes 4 Rent (AMH) and Lamar Advertising Company (LAMR) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

Home
Terminal
AI
Markets
Profile