COMP <GO>
LAMR vs HST // DIVIDEND YIELD & FCF PAYOUT SAFETY
Lamar Advertising Company (NASDAQ) VS. Host Hotels & Resorts Inc. (NASDAQ) • 15-METRIC TALLY: LAMR 4
— HST 8
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: HST
LAST: $157.65 (+0.08%) • MKT CAP: $16.00B
dividend-safety
0.00%
LAST: $25.57 (+1.07%) • MKT CAP: $17.33B
dividend-safety
3.54%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LAMR VS. HST)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LAMR | HST | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 8.00% | +6.80 | LAMR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.8x | 17.9x | +2.90 | HST | /valuation <GO> |
| Free Cash Flow Yield | 4.23% | 7.01% | -2.78 | HST | /fcf-yield <GO> |
| Operating Margin | 17.10% | 14.00% | +3.10 | LAMR | /operating-margins <GO> |
| Net Profit Margin | 13.00% | 12.50% | +0.50 | LAMR | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 7.60% | +11.10 | LAMR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 3.54% | -3.54 | HST | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | HST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.0 | 64.8 | -2.80 | HST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.15 | -0.11 | HST | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.1x | 21.4x | +1.70 | HST | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.00B | $17.33B | -$1.34B | HST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LAMR REV | HST REV | LAMR GROSS % | HST GROSS % | LAMR FCF | HST FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.17B | $6.11B | — | — | $683.2M | $1.23B |
| FY 2024 | $1.49B | $5.68B | — | — | $748.3M | $1.24B |
| FY 2023 | $1.89B | $5.31B | — | — | $783.6M | $1.20B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LAMR // BETA 1.04
HST // BETA 1.15