Lamar Advertising Company (LAMR) vs SBA Communications Corporation (SBAC)
Lamar Advertising Company and SBA Communications Corporation are both Reit Specialty companies. SBA Communications Corporation is the larger, with a market value of $17.6B against $14.6B — 1.2× the size. SBA Communications Corporation trades at the lower P/E: 17.8× against 26.3×. SBA Communications Corporation grew revenue faster over the last twelve months: 5.36% against 4.39%. SBA Communications Corporation has the higher net margin (34.5% vs 23.9%) and the higher return on invested capital (11.0% vs 10.4%). Both pay a dividend; Lamar Advertising Company yields more (4.73% vs 1.59%). Across the 22 metrics below, SBA Communications Corporation leads on 14 and Lamar Advertising Company on 8.
Valuation
Profitability
| Metric | LAMR | SBAC | Reit Specialty median |
|---|---|---|---|
| Gross margin | 67.43% | 75.18% | 67.43% |
| Operating margin | 31.78% | 47.65% | 21.38% |
| Net margin | 23.89% | 34.51% | 16.14% |
| Free cash flow margin | 31.77% | 46.89% | 31.07% |
| Return on equity | 58.42% | (20.71%) | 4.76% |
| Return on assets | 8.13% | 8.80% | 3.29% |
| Return on invested capital | 10.37% | 11.04% | 4.19% |
Growth
Health
Dividend
Size
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