Análisis Argos
LAMR
LAMRCara1 señal de riesgo
Lamar Advertising Company · Real Estate
US$ 162.21
precio al 2026-07-28
Valor justo Argos*
US$ 88–96
vs. su valor justo
69% por encima
Score Argos
38/100
LA RESPUESTA
El mercado le pide crezca 22.3% al año — más de lo que ha demostrado (2.4%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
Las ganancias crecieron 62% el último año.
Reparte dividendo sostenible (4.04%).
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
!Balance frágil: la deuda pesa sobre el negocio.
!Crecimiento estancado o en baja.
VALOR1/6FUTURO2/6PASADO3/6SALUD1/6DIVIDENDO4/6
El Iris de calidad
VALOR1/6FUTURO2/6PASADO3/6SALUD1/6DIVIDENDO4/6
ValorCotiza por encima de su valor justo
FuturoCrecimiento moderado
PasadoHistorial aceptable
SaludBalance frágil
DividendoDevuelve capital al accionista
Score Argos38de 100Cara
Ingresos3%
US$ 2.3 B
Margen operativo28%
30.8%
Flujo de caja libre1%
US$ 0.7 B
Deuda neta
US$ 6.1 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 16.5B
P/E28x
EV/EBITDA22x
FCF yield4.5%
ROIC9.4%
Margen operativo30.8%
Crecim. ingresos+2.7%/año
Piotroski F6/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

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Lamar Advertising: The Market Has Finally Caught Up To Its True Potential (Downgrade)
Lamar Advertising Company is downgraded to Hold as its current price now reflects fair value after a 42% return since the last Buy rating. LAMR's digital billboard pivot and accretive M&A drive strong AFFO growth potential, with 2026 guidance at $8.50–$8.70 per share supporting a 74% dividend payout ratio. Digital billboards pivot to offer significant potential to transform into the industry's next stage, although macro headwinds could pressure near-term advertising budgets and consumers.
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globenewswire.com · 6 jul
Lamar Advertising Company to Release Second Quarter Ended June 30, 2026 Operating Results
BATON ROUGE, La., July 06, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) will release its second quarter ended June 30, 2026 earnings report before the market opens on Thursday, August 6, 2026. Lamar will host a conference call on Thursday, August 6, 2026 at 8:00 a.m. (Central time) to discuss the Company's results and answer questions relating to company operations.
globenewswire.com · 6 jul
Lamar Advertising Company to Release Second Quarter Ended June 30, 2026 Operating Results
BATON ROUGE, La. , July 06, 2026 (GLOBE NEWSWIRE) -- Lamar Advertising Company (Nasdaq: LAMR) will release its second quarter ended June 30, 2026 earnings report before the market opens on Thursday, August 6, 2026. Lamar will host a conference call on Thursday, August 6, 2026 at 8:00 a.
zacks.com · 3 jul
Lamar (LAMR) Upgraded to Buy: Here's What You Should Know
Lamar (LAMR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
zacks.com · 30 jun
Here's Why Lamar Advertising (LAMR) is a Great Momentum Stock to Buy
Does Lamar Advertising (LAMR) have what it takes to be a top stock pick for momentum investors? Let's find out.
zacks.com · 11 jun
Lamar vs. OUTFRONT: Which OOH Advertising REIT Is the Better Buy Now?
Lamar's steady Q1 growth, 42.9% EBITDA margin and low leverage justify why this OOH REIT looks like the cleaner buy now compared to OUT.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.