DLR vs LAMR
Digital Realty vs Lamar Advertising Company — AI-powered side-by-side comparison
DLR
Digital Realty
53
Watch
VS
LAMR
Lamar Advertising Company
55
Watch
| Metric | DLR | LAMR |
|---|
| AI Score |
53
|
55
|
| Price |
$192.34
|
$151.89
|
| P/E Ratio |
86.89×
|
27.81×
|
| ROE |
5.7%
|
58.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
13.8%
|
40.7%
|
| Debt / Equity |
0.67×
|
5.00×
|
| Dividend Yield |
2.6%
|
4.3%
|
| RSI (14) |
38.0
|
42.9
|
| Beta |
1.042
|
1.212
|
| Expected Upside |
+2.7%
|
+3.7%
|
AI Committee View
Current Innellis committee reasoning for DLR versus LAMR.
LAMR leads by 2 points.
LAMR scores 55/100 (Watch) versus DLR at 53/100 (Watch).
DLR Committee View
60% agreement
5 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case. Value Analyst remains cautious — p/e of 91.9 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Dividend yield of 3.6% pays you to wait — Value
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- P/E of 91.9 is expensive by classic value standards — Value
- ROE of only 3.3% -- cheap may mean cheap for a reason — Value
- EPS declining -44.3% YoY despite any revenue growth — 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