LAMR vs. O: Lamar Advertising vs. Realty Income Stock Comparison

Company Profile

Lamar Advertising (LAMR) and Realty Income (O) both fall under the Equity Real Estate Investment Trusts (REITs) industry group, but LAMR is classified in Specialized REITs while O is classified in Retail REITs.

Both Lamar Advertising (LAMR) and Realty Income (O) 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

Lamar Advertising (LAMR) at 56.42% clears its industry range for ROE, a sharper capital-efficiency signal than Realty Income (O) at 3.48%, which is closer to a typical peer reading.

Neither Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) nor Realty Income (O) 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 Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) and Realty Income (O) 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 Lamar Advertising (LAMR) at 2.68% and Realty Income (O) at 9.07% 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 Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) or Realty Income (O) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

Realty Income (O) at 2.17 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.

Realty Income (O) at 0.75 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

Both Lamar Advertising (LAMR) at 4.07% and Realty Income (O) at 5.45% pay solid, industry-typical yields, sitting squarely within their peers’ usual range.

An earnings-based payout ratio fits neither Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) nor Realty Income (O) 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 Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) or Realty Income (O) 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 Realty Income (O) at 9.06 sits in the pricier quartile — O costs more per dollar of sales.

Realty Income (O) at 1.42 sits near its industry’s typical P/B ratio, while Lamar Advertising (LAMR) at 15.58 prices above its benchmark range — LAMR looks rich relative to book.

Valuation Metrics