CBRE vs LAMR
CBRE Group vs Lamar Advertising Company — AI-powered side-by-side comparison
VS
LAMR
Lamar Advertising Company
70
Buy
| Metric | CBRE | LAMR |
|---|
| AI Score |
60
|
70
|
| Price |
$148.13
|
$160.92
|
| P/E Ratio |
33.75×
|
29.31×
|
| ROE |
13.0%
|
58.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
17.7%
|
40.7%
|
| Debt / Equity |
1.26×
|
1.72×
|
| Dividend Yield |
0.0%
|
4.1%
|
| RSI (14) |
57.8
|
55.8
|
| Beta |
1.205
|
1.22
|
| Expected Upside |
+6.1%
|
—
|
AI Committee View
Current Innellis committee reasoning for CBRE versus LAMR.
LAMR leads by 10 points.
LAMR scores 70/100 (Buy) versus CBRE at 60/100 (Buy).
CBRE Committee View
67% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — 5 consecutive earnings beats -- consistent execution. Risk Analyst remains cautious — bollinger bandwidth of 15.3% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 15.2% shows genuine earnings power backing the valuation — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 33.0 is moderate-to-rich — Value
- Price-to-book of 5.4x prices in significant intangible value — Value
- Bollinger bandwidth of 15.3% signals elevated volatility — Risk
LAMR Committee View
100% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is 4 existing position pair(s) are highly correlated already. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- MACD histogram negative -- bearish momentum — Technical