HST vs. LAMR: Host Hotels & Resorts vs. Lamar Advertising Stock Comparison

Company Profile

Host Hotels & Resorts (HST) and Lamar Advertising (LAMR) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but HST is classified in Hotel & Resort REITs while LAMR is classified in Specialized REITs.

Both Host Hotels & Resorts (HST) 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; Host Hotels & Resorts (HST) at 14.21% also sits in the top quartile.

Neither Host Hotels & Resorts (HST) 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 Host Hotels & Resorts (HST) 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 Host Hotels & Resorts (HST) at 7.57% 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 Host Hotels & Resorts (HST) 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

Host Hotels & Resorts (HST) at 5.39 carries current ratio above its industry’s typical mid-range, while Lamar Advertising (LAMR) at 0.59 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

Host Hotels & Resorts (HST) at 0.86 is near its industry mid-range for debt-to-equity ratio, while Lamar Advertising (LAMR) at 4.82 sits above its benchmark range, pointing to a heavier debt load relative to equity.

Financial Strength Metrics

Dividends

Lamar Advertising (LAMR) at 4.07% pays a yield in its industry’s typical range, while Host Hotels & Resorts (HST) at 3.25% falls in the bottom quartile of its peers.

An earnings-based payout ratio fits neither Host Hotels & Resorts (HST) 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 Host Hotels & Resorts (HST) 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.

Host Hotels & Resorts (HST) at 2.73 sits in the cheaper P/S ratio quartile while Lamar Advertising (LAMR) at 6.70 prices around its industry’s middle — HST costs less per dollar of sales, though read it alongside growth and margins.

Both look rich against book: Host Hotels & Resorts (HST) at 2.66 sits in the upper P/B ratio quartile, and Lamar Advertising (LAMR) at 15.58 prices even higher, above its industry range.

Valuation Metrics