LAMR vs. WY: Lamar Advertising vs. Weyerhaeuser Stock Comparison

Company Profile

Lamar Advertising (LAMR) and Weyerhaeuser (WY) both belong to the Specialized REITs industry, though LAMR is classified under Other Specialized REITs while WY falls under Timber REITs.

Both Lamar Advertising (LAMR) and Weyerhaeuser (WY) 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 Weyerhaeuser (WY) at 4.81%, which is closer to a typical peer reading.

Neither Lamar Advertising (LAMR) in Equity Real Estate Investment Trusts (REITs) nor Weyerhaeuser (WY) 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 Weyerhaeuser (WY) 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

Lamar Advertising (LAMR) at 2.68% is around its peer norm for revenue growth, while Weyerhaeuser (WY) at -3.07% drops into the bottom quartile, signaling weaker demand or pricing momentum.

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

Growth Metrics

Financial Strength

Weyerhaeuser (WY) at 1.82 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.

Weyerhaeuser (WY) at 0.57 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

Both Lamar Advertising (LAMR) at 4.07% and Weyerhaeuser (WY) at 3.88% 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 Weyerhaeuser (WY) 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 Weyerhaeuser (WY) in Equity Real Estate Investment Trusts (REITs): depreciation suppresses reported earnings in their businesses, and price-to-FFO is the conventional yardstick instead.

Weyerhaeuser (WY) at 2.16 sits in the cheaper P/S ratio quartile while Lamar Advertising (LAMR) at 6.70 prices around its industry’s middle — WY costs less per dollar of sales, though read it alongside growth and margins.

Weyerhaeuser (WY) at 1.61 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