LAMR
Lamar Advertising Company
REIT - Specialty
Market Cap$15.35B
5Y Perf.+128.0%
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Stock Comparison
LAMR vs WELL
Revenue, margins, valuation, and 5-year total return — side by side.
WELL
Welltower Inc.
REIT - Healthcare Facilities
Market Cap$149.25B
5Y Perf.+320.4%
LAMR vs WELL — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | LAMR | WELL |
|---|---|---|
| Industry | REIT - Specialty | REIT - Healthcare Facilities |
| Market Cap | $15.35B | $149.25B |
| Revenue (TTM) | $2.29B | $11.63B |
| Net Income (TTM) | $550M | $1.43B |
| Gross Margin | 23.6% | 39.1% |
| Operating Margin | 28.5% | 4.4% |
| Forward P/E | 26.6x | 78.4x |
| Total Debt | $6.18B | $21.38B |
| Cash & Equiv. | $65M | $5.03B |
LAMR vs WELL — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
LAMR
WELL
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Lamar Advertising C… (LAMR) | 100 | 228.0 | +128.0% |
| Welltower Inc. (WELL) | 100 | 420.4 | +320.4% |
Price return only. Dividends and distributions are not included.
Quick Verdict: LAMR vs WELL
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: LAMR leads in 4 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Welltower Inc. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
LAMR
Lamar Advertising Company
The Real Estate Income Play
LAMR carries the broadest edge in this set and is the clearest fit for income & stability.
- Dividend streak 2 yrs, beta 0.64, yield 4.3%
- Lower P/E (26.6x vs 78.4x)
- 24.0% margin vs WELL's 12.3%
Best for: income & stability
WELL
Welltower Inc.
The Real Estate Income Play
WELL is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 35.8%, EPS growth -11.5%, 3Y rev CAGR 22.7%
- 223.1% 10Y total return vs LAMR's 206.2%
- Lower volatility, beta 0.13, Low D/E 49.5%, current ratio 5.34x
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | WELL | 35.8% FFO/revenue growth vs LAMR's 2.7% |
| Value | LAMR | Lower P/E (26.6x vs 78.4x) |
| Quality / Margins | LAMR | 24.0% margin vs WELL's 12.3% |
| Stability / Safety | WELL | Beta 0.13 vs LAMR's 0.64, lower leverage |
| Dividends | LAMR | 4.3% yield, 2-year raise streak, vs WELL's 1.3% |
| Momentum (1Y) | WELL | +42.7% vs LAMR's +33.2% |
| Efficiency (ROA) | LAMR | 8.0% ROA vs WELL's 2.3%, ROIC 8.2% vs 0.5% |
LAMR vs WELL — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
LAMR vs WELL — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLLAMRLAGGINGWELL
WELLWelltower Inc.
1leads
LAMRLamar Advertising Com…
3leads
6 Total Categories
CATEGORYLEADERvs WELLMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
Tied
—
Valuation MetricsMultiples, price ratios, and targets
LAMR5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
LAMR7/9
Total Returns1Y, 3Y, 5Y total returns with dividends
WELL5/6
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
LAMR1/1
Income & Cash Flow (Last 12 Months)
Evenly matched — LAMR and WELL each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
WELL is the larger business by revenue, generating $11.6B annually — 5.1x LAMR's $2.3B. LAMR is the more profitable business, keeping 24.0% of every revenue dollar as net income compared to WELL's 12.3%. On growth, WELL holds the edge at +40.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | LAMRLamar Advertising… | WELLWelltower Inc. |
|---|---|---|
| RevenueTrailing 12 months | $2.3B | $11.6B |
| EBITDAEarnings before interest/tax | $1.1B | $2.8B |
| Net IncomeAfter-tax profit | $550M | $1.4B |
| Free Cash FlowCash after capex | $769M | $2.5B |
| Gross MarginGross profit ÷ Revenue | +23.6% | +39.1% |
| Operating MarginEBIT ÷ Revenue | +28.5% | +4.4% |
| Net MarginNet income ÷ Revenue | +24.0% | +12.3% |
| FCF MarginFCF ÷ Revenue | +33.6% | +21.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | +4.5% | +40.3% |
| EPS Growth (YoY)Latest quarter vs prior year | -25.9% | +22.5% |
Evenly matched — LAMR and WELL each lead in 3 of 6 comparable metrics.
Valuation Metrics
LAMR leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 26.2x trailing earnings, LAMR trades at a 83% valuation discount to WELL's 153.3x P/E. On an enterprise value basis, LAMR's 21.0x EV/EBITDA is more attractive than WELL's 66.4x.
| Metric | LAMRLamar Advertising… | WELLWelltower Inc. |
|---|---|---|
| Market CapShares × price | $15.4B | $149.2B |
| Enterprise ValueMkt cap + debt − cash | $21.5B | $165.6B |
| Trailing P/EPrice ÷ TTM EPS | 26.20x | 153.25x |
| Forward P/EPrice ÷ next-FY EPS est. | 26.63x | 78.42x |
| PEG RatioP/E ÷ EPS growth rate | 1.37x | — |
| EV / EBITDAEnterprise value multiple | 20.96x | 66.40x |
| Price / SalesMarket cap ÷ Revenue | 6.78x | 13.99x |
| Price / BookPrice ÷ Book value/share | 14.99x | 3.35x |
| Price / FCFMarket cap ÷ FCF | 20.86x | 52.41x |
LAMR leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
LAMR leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
LAMR delivers a 55.5% return on equity — every $100 of shareholder capital generates $56 in annual profit, vs $3 for WELL. WELL carries lower financial leverage with a 0.49x debt-to-equity ratio, signaling a more conservative balance sheet compared to LAMR's 6.04x. On the Piotroski fundamental quality scale (0–9), WELL scores 7/9 vs LAMR's 6/9, reflecting strong financial health.
| Metric | LAMRLamar Advertising… | WELLWelltower Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +55.5% | +3.5% |
| ROA (TTM)Return on assets | +8.0% | +2.3% |
| ROICReturn on invested capital | +8.2% | +0.5% |
| ROCEReturn on capital employed | +11.4% | +0.6% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 6.04x | 0.49x |
| Net DebtTotal debt minus cash | $6.1B | $16.3B |
| Cash & Equiv.Liquid assets | $65M | $5.0B |
| Total DebtShort + long-term debt | $6.2B | $21.4B |
| Interest CoverageEBIT ÷ Interest expense | 4.83x | 0.26x |
LAMR leads this category, winning 7 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
WELL leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WELL five years ago would be worth $30,234 today (with dividends reinvested), compared to $16,809 for LAMR. Over the past 12 months, WELL leads with a +42.7% total return vs LAMR's +33.2%. The 3-year compound annual growth rate (CAGR) favors WELL at 42.5% vs LAMR's 21.3% — a key indicator of consistent wealth creation.
| Metric | LAMRLamar Advertising… | WELLWelltower Inc. |
|---|---|---|
| YTD ReturnYear-to-date | +23.1% | +14.3% |
| 1-Year ReturnPast 12 months | +33.2% | +42.7% |
| 3-Year ReturnCumulative with dividends | +78.3% | +189.5% |
| 5-Year ReturnCumulative with dividends | +68.1% | +202.3% |
| 10-Year ReturnCumulative with dividends | +206.2% | +223.1% |
| CAGR (3Y)Annualised 3-year return | +21.3% | +42.5% |
WELL leads this category, winning 5 of 6 comparable metrics.
Risk & Volatility
Evenly matched — LAMR and WELL each lead in 1 of 2 comparable metrics.
Risk & Volatility
WELL is the less volatile stock with a 0.13 beta — it tends to amplify market swings less than LAMR's 0.64 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | LAMRLamar Advertising… | WELLWelltower Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.64x | 0.13x |
| 52-Week HighHighest price in past year | $151.36 | $219.59 |
| 52-Week LowLowest price in past year | $112.00 | $142.65 |
| % of 52W HighCurrent price vs 52-week peak | +99.9% | +97.0% |
| RSI (14)Momentum oscillator 0–100 | 69.3 | 60.2 |
| Avg Volume (50D)Average daily shares traded | 557K | 2.6M |
Evenly matched — LAMR and WELL each lead in 1 of 2 comparable metrics.
Analyst Outlook
LAMR leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates LAMR as "Buy" and WELL as "Buy". Consensus price targets imply 6.3% upside for WELL (target: $227) vs -4.1% for LAMR (target: $145). For income investors, LAMR offers the higher dividend yield at 4.27% vs WELL's 1.30%.
| Metric | LAMRLamar Advertising… | WELLWelltower Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $145.00 | $226.50 |
| # AnalystsCovering analysts | 20 | 34 |
| Dividend YieldAnnual dividend ÷ price | +4.3% | +1.3% |
| Dividend StreakConsecutive years of raises | 2 | 2 |
| Dividend / ShareAnnual DPS | $6.46 | $2.76 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.0% | 0.0% |
LAMR leads this category, winning 1 of 1 comparable metric.
Key Takeaway
LAMR leads in 3 of 6 categories (Valuation Metrics, Profitability & Efficiency). WELL leads in 1 (Total Returns). 2 tied.
Best OverallLamar Advertising Company (LAMR)Leads 3 of 6 categories
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LAMR vs WELL: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is LAMR or WELL a better buy right now?
For growth investors, Welltower Inc.
(WELL) is the stronger pick with 35. 8% revenue growth year-over-year, versus 2. 7% for Lamar Advertising Company (LAMR). Lamar Advertising Company (LAMR) offers the better valuation at 26. 2x trailing P/E (26. 6x forward), making it the more compelling value choice. Analysts rate Lamar Advertising Company (LAMR) a "Buy" — based on 20 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — LAMR or WELL?
On trailing P/E, Lamar Advertising Company (LAMR) is the cheapest at 26.
2x versus Welltower Inc. at 153. 3x. On forward P/E, Lamar Advertising Company is actually cheaper at 26. 6x.
03Which is the better long-term investment — LAMR or WELL?
Over the past 5 years, Welltower Inc.
(WELL) delivered a total return of +202. 3%, compared to +68. 1% for Lamar Advertising Company (LAMR). Over 10 years, the gap is even starker: WELL returned +223. 1% versus LAMR's +206. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — LAMR or WELL?
By beta (market sensitivity over 5 years), Welltower Inc.
(WELL) is the lower-risk stock at 0. 13β versus Lamar Advertising Company's 0. 64β — meaning LAMR is approximately 378% more volatile than WELL relative to the S&P 500. On balance sheet safety, Welltower Inc. (WELL) carries a lower debt/equity ratio of 49% versus 6% for Lamar Advertising Company — giving it more financial flexibility in a downturn.
05Which is growing faster — LAMR or WELL?
By revenue growth (latest reported year), Welltower Inc.
(WELL) is pulling ahead at 35. 8% versus 2. 7% for Lamar Advertising Company (LAMR). On earnings-per-share growth, the picture is similar: Lamar Advertising Company grew EPS 63. 9% year-over-year, compared to -11. 5% for Welltower Inc.. Over a 3-year CAGR, WELL leads at 22. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — LAMR or WELL?
Lamar Advertising Company (LAMR) is the more profitable company, earning 25.
9% net margin versus 8. 8% for Welltower Inc. — meaning it keeps 25. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: LAMR leads at 30. 8% versus 3. 3% for WELL. At the gross margin level — before operating expenses — WELL leads at 39. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is LAMR or WELL more undervalued right now?
On forward earnings alone, Lamar Advertising Company (LAMR) trades at 26.
6x forward P/E versus 78. 4x for Welltower Inc. — 51. 8x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for WELL: 6. 3% to $226. 50.
08Which pays a better dividend — LAMR or WELL?
All stocks in this comparison pay dividends.
Lamar Advertising Company (LAMR) offers the highest yield at 4. 3%, versus 1. 3% for Welltower Inc. (WELL).
09Is LAMR or WELL better for a retirement portfolio?
For long-horizon retirement investors, Welltower Inc.
(WELL) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 13), 1. 3% yield, +223. 1% 10Y return). Both have compounded well over 10 years (WELL: +223. 1%, LAMR: +206. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between LAMR and WELL?
Both stocks operate in the Real Estate sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: LAMR is a mid-cap income-oriented stock; WELL is a mid-cap high-growth stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(LAMR: 4.5% · WELL: 40.3%)Net Margin>
%
(LAMR: 24.0% · WELL: 12.3%)P/E Ratio<
x
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