No connection

Search Results

LAMR vs OHI

LAMR
Lamar Advertising Company
BEARISH
Price
$133.43
Market Cap
$13.54B
Sector
Real Estate
AI Confidence
85%
OHI
Omega Healthcare Investors, Inc.
NEUTRAL
Price
$46.97
Market Cap
$14.65B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
LAMR
23.16
OHI
22.69
Forward P/E
LAMR
21.93
OHI
22.75
P/B Ratio
LAMR
13.37
OHI
2.68
P/S Ratio
LAMR
5.97
OHI
11.85
EV/EBITDA
LAMR
17.95
OHI
16.78

Profitability

Gross Margin
LAMR
67.05%
OHI
99.31%
Operating Margin
LAMR
32.93%
OHI
64.12%
Profit Margin
LAMR
25.91%
OHI
51.14%
ROE
LAMR
57.22%
OHI
12.63%
ROA
LAMR
6.46%
OHI
4.92%

Growth

Revenue Growth
LAMR
2.3%
OHI
16.7%
Earnings Growth
LAMR
--
OHI
40.5%

Financial Health

Debt/Equity
LAMR
4.8
OHI
0.81
Current Ratio
LAMR
0.58
OHI
1.71
Quick Ratio
LAMR
0.51
OHI
0.94

Dividends

Dividend Yield
LAMR
4.8%
OHI
5.71%
Payout Ratio
LAMR
107.45%
OHI
129.47%

AI Verdict

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
OHI NEUTRAL

OHI presents a contradictory profile characterized by strong top-line growth but severe underlying financial fragility, as evidenced by a weak Piotroski F-Score of 2/9. While the stock trades below its growth-based intrinsic value of $61.06, it is significantly above its defensive Graham Number of $28.58. The most pressing concern is the unsustainable dividend payout ratio of 129.47%, which suggests the current yield is not supported by earnings. Despite strong analyst 'Buy' recommendations and impressive YoY earnings growth, the bearish technical trend (10/100) and poor health score warrant a cautious approach.

Strengths
Strong YoY Revenue Growth of 16.70%
Impressive YoY Earnings Growth of 40.50%
Robust long-term price performance (3Y Change: +115.4%)
Risks
Critically low Piotroski F-Score (2/9) indicating poor operational health
Unsustainable Dividend Payout Ratio of 129.47%
Extremely high PEG Ratio (11.99) suggesting overvaluation relative to growth

Compare Another Pair

LAMR vs OHI: Head-to-Head Comparison

This page compares Lamar Advertising Company (LAMR) and Omega Healthcare Investors, Inc. (OHI) 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 Chat
Markets
Profile