EQIX vs. LAMR: Equinix vs. Lamar Advertising Stock Comparison

Company Profile

Equinix (EQIX) and Lamar Advertising (LAMR) both belong to the Specialized REITs industry, though EQIX is classified under Data Center REITs while LAMR falls under Other Specialized REITs.

Both Equinix (EQIX) and Lamar Advertising (LAMR) are REITs — read their payout ratios and P/E alongside FFO (funds from operations) rather than at face value.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both companies show strong equity returns, but Lamar Advertising (LAMR) at 56.42% is the standout with ROE above its industry range; Equinix (EQIX) at 11.45% also sits in the top quartile.

Neither Equinix (EQIX) in Equity Real Estate Investment Trusts (REITs) nor Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) is well served by net margin: heavy depreciation makes net income a poor profitability proxy in their businesses, where FFO-based measures are the standard read.

Neither side reports a meaningful operating margin: for Equinix (EQIX) in Equity Real Estate Investment Trusts (REITs) and Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs), funding costs are part of the core business, so net margin and ROE are the cleaner profitability reads.

Profitability Metrics

Growth

Both Equinix (EQIX) at 5.36% and Lamar Advertising (LAMR) at 2.68% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

EPS growth isn't a meaningful figure for either Equinix (EQIX) in Equity Real Estate Investment Trusts (REITs) or Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Equinix (EQIX) at 1.04 keeps current ratio within its industry’s typical mid-range, while Lamar Advertising (LAMR) at 0.59 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for LAMR.

Both balance sheets lean debt-heavy versus peers, but LAMR is more stretched: Equinix (EQIX) at 1.81 sits in the higher-leverage quartile and Lamar Advertising (LAMR) at 4.82 is above its industry benchmark range.

Financial Strength Metrics

Dividends

Lamar Advertising (LAMR) at 4.07% pays a yield in its industry’s typical range, while Equinix (EQIX) at 2.02% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither Equinix (EQIX) in Equity Real Estate Investment Trusts (REITs) nor Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs): their distributions are mandated and conventionally measured against FFO, so the accounting-earnings ratio overstates both.

Dividend Metrics

Valuation

P/E ratio is not a meaningful valuation yardstick for either Equinix (EQIX) in Equity Real Estate Investment Trusts (REITs) or Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Lamar Advertising (LAMR) at 6.70 is priced about in line with its industry on P/S ratio, while Equinix (EQIX) at 9.88 sits in the pricier quartile — EQIX costs more per dollar of sales.

Measured against book value, both Equinix (EQIX) at 6.90 and Lamar Advertising (LAMR) at 15.58 look expensive — each P/B ratio sits above its industry’s benchmark range.

Valuation Metrics