ADC vs LAMR
Agree Realty vs Lamar Advertising Company — AI-powered side-by-side comparison
ADC
Agree Realty
51
Watch
VS
LAMR
Lamar Advertising Company
55
Watch
| Metric | ADC | LAMR |
|---|
| AI Score |
51
|
55
|
| Price |
$73.86
|
$150.63
|
| P/E Ratio |
39.72×
|
27.46×
|
| ROE |
3.3%
|
58.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
69.9%
|
40.7%
|
| Debt / Equity |
0.60×
|
5.00×
|
| Dividend Yield |
4.3%
|
4.3%
|
| RSI (14) |
30.4
|
32.2
|
| Beta |
0.468
|
1.212
|
| Expected Upside |
+1.1%
|
+5.0%
|
AI Committee View
Current Innellis committee reasoning for ADC versus LAMR.
LAMR leads by 4 points.
LAMR scores 55/100 (Watch) versus ADC at 51/100 (Watch).
ADC Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — current ratio of 0.82 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price-to-book of 1.3x is a discount to asset value — Value
- Dividend yield of 5.1% pays you to wait — Value
- Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 41.5 is expensive by classic value standards — Value
- ROE of only 3.6% -- cheap may mean cheap for a reason — Value
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
LAMR Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — eps growing 27.7% yoy. Risk Analyst remains cautious — high leverage (debt-to-equity 3.39) amplifies downside in a stress scenario. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 55.7% shows genuine earnings power backing the valuation — Value
- Dividend yield of 5.1% pays you to wait — Value
- EPS growing 27.7% YoY — Growth
Bear Case
- P/E of 28.1 is moderate-to-rich — Value
- Price-to-book of 12.7x prices in significant intangible value — Value
- Debt-to-equity of 3.39 adds balance-sheet risk to the value case — Value