KIM vs LAMR
Kimco Realty vs Lamar Advertising Company — AI-powered side-by-side comparison
VS
LAMR
Lamar Advertising Company
70
Buy
| Metric | KIM | LAMR |
|---|
| AI Score |
61
|
70
|
| Price |
$24.44
|
$160.92
|
| P/E Ratio |
27.48×
|
29.31×
|
| ROE |
5.6%
|
58.0%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
54.8%
|
40.7%
|
| Debt / Equity |
0.85×
|
1.72×
|
| Dividend Yield |
4.2%
|
4.1%
|
| RSI (14) |
21.7
|
55.8
|
| Beta |
0.969
|
1.22
|
| Expected Upside |
+6.7%
|
—
|
AI Committee View
Current Innellis committee reasoning for KIM versus LAMR.
LAMR leads by 9 points.
LAMR scores 70/100 (Buy) versus KIM at 61/100 (Buy).
KIM Committee View
80% agreement
5 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is rsi at 22 is in oversold territory (could mean either capitulation or a bounce setup). The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.3x is a discount to asset value — Value
- Dividend yield of 4.6% pays you to wait — Value
- 5 consecutive earnings beats -- consistent execution — Growth
Bear Case
- P/E of 27.0 is moderate-to-rich — Value
- RSI at 22 is in oversold territory (could mean either capitulation or a bounce setup) — Technical
- MACD histogram negative -- bearish momentum — Technical
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