LAMR vs NSA
Lamar Advertising Company vs National Storage Affiliates Trust — AI-powered side-by-side comparison
LAMR
Lamar Advertising Company
55
Watch
VS
NSA
National Storage Affiliates Trust
41
Watch
| Metric | LAMR | NSA |
|---|
| AI Score |
55
|
41
|
| Price |
$151.89
|
$44.00
|
| P/E Ratio |
27.81×
|
57.11×
|
| ROE |
58.0%
|
7.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
40.7%
|
33.9%
|
| Debt / Equity |
5.00×
|
3.77×
|
| Dividend Yield |
4.3%
|
5.3%
|
| RSI (14) |
42.9
|
36.0
|
| Beta |
1.212
|
1.061
|
| Expected Upside |
+3.7%
|
—
|
AI Committee View
Current Innellis committee reasoning for LAMR versus NSA.
LAMR leads by 14 points.
LAMR scores 55/100 (Watch) versus NSA at 41/100 (Watch).
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
NSA Committee View
57% agreement
7 analysts
The committee leans constructive but Growth Analyst flags a concern: revenue declining -1.6% yoy -- this is not a growth story right now. Conviction is limited until this resolves.
Bull Case
- Dividend yield of 5.1% pays you to wait — Value
- Market regime is bullish (Bull market -- normal position sizing) — Macro
- News sentiment is positive (+0.20 across 5 articles, 14d) — News
Bear Case
- P/E of 74.3 is expensive by classic value standards — Value
- Price-to-book of 4.0x prices in significant intangible value — Value
- Debt-to-equity of 3.60 adds balance-sheet risk to the value case — Value