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LAMR vs REG

LAMR
Lamar Advertising Company
BEARISH
Price
$133.43
Market Cap
$13.54B
Sector
Real Estate
AI Confidence
85%
REG
Regency Centers Corporation
NEUTRAL
Price
$80.93
Market Cap
$15.13B
Sector
Real Estate
AI Confidence
85%

Valuation

P/E Ratio
LAMR
23.16
REG
28.7
Forward P/E
LAMR
21.93
REG
31.87
P/B Ratio
LAMR
13.37
REG
2.21
P/S Ratio
LAMR
5.97
REG
9.39
EV/EBITDA
LAMR
17.95
REG
19.68

Profitability

Gross Margin
LAMR
67.05%
REG
71.62%
Operating Margin
LAMR
32.93%
REG
38.76%
Profit Margin
LAMR
25.91%
REG
32.74%
ROE
LAMR
57.22%
REG
7.68%
ROA
LAMR
6.46%
REG
3.15%

Growth

Revenue Growth
LAMR
2.3%
REG
8.9%
Earnings Growth
LAMR
--
REG
141.9%

Financial Health

Debt/Equity
LAMR
4.8
REG
0.69
Current Ratio
LAMR
0.58
REG
0.62
Quick Ratio
LAMR
0.51
REG
0.55

Dividends

Dividend Yield
LAMR
4.8%
REG
3.73%
Payout Ratio
LAMR
107.45%
REG
101.77%

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
REG NEUTRAL

REG exhibits stable operational health with a Piotroski F-Score of 6/9 and strong credit ratings (A-/A3), but is currently facing valuation and sustainability headwinds. While the stock trades near its growth-based intrinsic value ($83.19), it is significantly above its defensive Graham Number ($48.21). The operational strength—evidenced by 96.1% occupancy and positive rent spreads—is offset by a concerning dividend payout ratio of 101.77% and aggressive insider selling across the C-suite. Consequently, the stock appears fully valued with limited immediate upside.

Strengths
High portfolio occupancy rate of 96.1% indicating strong asset demand
Strong credit profile with S&P A- and Moody's A3 ratings
Consistent earnings track record with 3/4 recent quarters beating estimates
Risks
Unsustainable dividend payout ratio of 101.77%, risking future cuts
Aggressive insider selling by CEO, CFO, and COO totaling $18.66M
High valuation relative to growth, indicated by a PEG ratio of 2.61

Compare Another Pair

LAMR vs REG: Head-to-Head Comparison

This page compares Lamar Advertising Company (LAMR) and Regency Centers Corporation (REG) 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.

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