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    Lamar Advertising (LAMR): Evaluating Valuation After Naming Ross Reilly to Lead Core Outdoor Division

    Simply Wall St·12/20/2025 21:38:40
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    Lamar Advertising (LAMR) just handed the keys to its core Outdoor Division to Ross Reilly, effective January 1, 2026, a leadership move that directly ties strategy, acquisitions and digital growth together.

    See our latest analysis for Lamar Advertising.

    That leadership shuffle lands as Lamar’s $127.31 share price has quietly trended higher, with a solid year to date share price return and standout multi year total shareholder returns suggesting sentiment is leaning toward steady, dividend backed growth.

    If this kind of disciplined, cash generative story appeals to you, it could be a good moment to explore stable growth stocks screener (None results) as you line up your next set of ideas.

    With shares trading just below analyst targets but at a hefty intrinsic value discount, investors are left weighing the numbers: is Lamar quietly undervalued here, or is the market already baking in its next wave of growth?

    Most Popular Narrative Narrative: 4.9% Undervalued

    With the most followed fair value estimate sitting modestly above Lamar Advertising’s last close, the narrative frames today’s price as a measured opportunity.

    The analysts have a consensus price target of $130.2 for Lamar Advertising based on their expectations of its future earnings growth, profit margins and other risk factors.

    In order for you to agree with the analyst's consensus, you'd need to believe that by 2028, revenues will be $2.5 billion, earnings will come to $723.9 million, and it would be trading on a PE ratio of 21.7x, assuming you use a discount rate of 7.5%.

    Read the complete narrative.

    Curious what kind of steady growth and margin upgrade could justify a richer earnings multiple in a slow growing REIT sector? The narrative’s projections lean on surprisingly robust profit expansion, disciplined share count assumptions and a future valuation profile that looks more like a compounder than a utility. Want to see exactly how those moving parts add up to today’s fair value call?

    Result: Fair Value of $133.80 (UNDERVALUED)

    Have a read of the narrative in full and understand what's behind the forecasts.

    However, softer top line trends and contract renewal setbacks, like Vancouver’s loss, could quickly challenge assumptions around Lamar’s margin expansion and earnings trajectory.

    Find out about the key risks to this Lamar Advertising narrative.

    Build Your Own Lamar Advertising Narrative

    If you see the story differently or prefer to dig into the numbers yourself, you can build a fresh narrative in just a few minutes: Do it your way.

    A great starting point for your Lamar Advertising research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.

    Looking for more investment ideas?

    Before you move on, lock in your next opportunities by using the Simply Wall St Screener to uncover targeted ideas that match your strategy now.

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.