COMP <GO>
LAMR vs SBAC // ENTERPRISE SCALE & MARKET CAP
Lamar Advertising Company (NASDAQ) VS. SBA Communications Corporation (NASDAQ) • 15-METRIC TALLY: LAMR 2
— SBAC 10
▲ ENTERPRISE SCALE & MARKET CAP LEADER: SBAC
LAST: $157.65 (+0.08%) • MKT CAP: $16.00B
market-cap
$16.00B
LAST: $184.86 (-1.22%) • MKT CAP: $19.85B
market-cap
$19.85B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LAMR VS. SBAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LAMR | SBAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 18.10% | -3.30 | SBAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.8x | 19.8x | +1.00 | SBAC | /valuation <GO> |
| Free Cash Flow Yield | 4.23% | 5.44% | -1.21 | SBAC | /fcf-yield <GO> |
| Operating Margin | 17.10% | 75.00% | -57.90 | SBAC | /operating-margins <GO> |
| Net Profit Margin | 13.00% | 68.00% | -55.00 | SBAC | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 59.90% | -41.20 | SBAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.44% | -2.44 | SBAC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | SBAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.0 | 59.0 | +3.00 | LAMR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 0.95 | +0.09 | LAMR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.1x | 15.6x | +7.50 | SBAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $16.00B | $19.85B | -$3.86B | SBAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LAMR REV | SBAC REV | LAMR GROSS % | SBAC GROSS % | LAMR FCF | SBAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.17B | $244.5M | — | 868.8% | $683.2M | $1.07B |
| FY 2024 | $1.49B | $152.9M | — | 1372.4% | $748.3M | $1.11B |
| FY 2023 | $1.89B | $194.6M | — | — | $783.6M | $1.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LAMR // BETA 1.04
SBAC // BETA 0.95