LAMR vs. VICI: Lamar Advertising vs. VICI Properties Stock Comparison

Company Profile

Lamar Advertising (LAMR) and VICI Properties (VICI) are both classified in the Other Specialized REITs sub-industry within the broader Specialized REITs industry, placing them in the closest GICS peer bucket.

Both Lamar Advertising (LAMR) and VICI Properties (VICI) 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 VICI Properties (VICI) at 8.28%, which is closer to a typical peer reading.

Neither Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) nor VICI Properties (VICI) 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 VICI Properties (VICI) 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 VICI Properties (VICI) at 4.08% 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 VICI Properties (VICI) in Equity Real Estate Investment Trusts (REITs) under our convention.

Growth Metrics

Financial Strength

VICI Properties (VICI) at 20.26 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.

VICI Properties (VICI) at 0.61 keeps leverage in the lower quartile, while Lamar Advertising (LAMR) at 4.82 is above its industry debt-to-equity ratio range.

Financial Strength Metrics

Dividends

VICI Properties (VICI) at 7.18% delivers top-quartile income for its industry, while Lamar Advertising (LAMR) at 4.07% pays a more typical yield — both are credible income propositions, VICI the richer one.

An earnings-based payout ratio fits neither Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) nor VICI Properties (VICI) 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 VICI Properties (VICI) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

On P/S ratio, both Lamar Advertising (LAMR) at 6.70 and VICI Properties (VICI) at 6.57 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

VICI Properties (VICI) at 0.94 sits in the lower P/B ratio quartile relative to book while Lamar Advertising (LAMR) at 15.58 prices above its industry range — a wide valuation gap against assets.

Valuation Metrics