American Healthcare REIT
AHR · Health Care REITs
$53.02
0.7%Lamar Advertising
LAMR · Other Specialized REITs
$155.02
1.6%The short version
- Lamar Advertising is the larger business, with $2.3B of revenue in fiscal 2025 against $2.3B for American Healthcare REIT.
- American Healthcare REIT grew revenue faster (9.2%, against 2.7%).
- Lamar Advertising kept more of each dollar of sales as operating profit (34.2% operating margin, against 18.4% operating margin).
- Investors pay more for each dollar of American Healthcare REIT’s earnings: a P/E of 78.0x against 28.3x for Lamar Advertising.
| Latest fiscal year | AHR · FY25 | LAMR · FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.2B | $15.8B |
| Revenue | $2.3B | $2.3B |
| Free cash flow | — | $683M |
| Net income | $69.8M | $587M |
| Growth | ||
| Revenue growth | 9.2% | 2.7% |
| 5-year growth | 16.2% | 7.6% |
| Share count change | 27.7% | −0.9% |
| Profitability | ||
| Gross margin | 20.6% | 67.0% |
| Operating margin | 18.4% | 34.2% |
| Net margin | 3.1% | 25.9% |
| FCF margin | — | 30.2% |
| Return on capital | — | 17.3% |
| Return on equity | 2.5% | 56.7% |
| Balance sheet | ||
| Net debt | — | $3.4B |
| Net debt / EBITDA | — | 3.1x |
| Dividends and buybacks | $164M | $814M |
| Valuation & quality | ||
| P/E | 78.0x | 28.3x |
| Piotroski F-score | — | 8 |
FY16
AHR $3.2M
LAMR $1.5B
FY17
AHR $33.3M
LAMR $1.5B
FY18
AHR $84.5M
LAMR $1.6B
FY19
AHR $121M
LAMR $1.8B
FY20
AHR $1.1B
LAMR $1.6B
FY21
AHR $1.1B
LAMR $1.8B
FY22
AHR $1.4B
LAMR $2.0B
FY23
AHR $1.9B
LAMR $2.1B
FY24
AHR $2.1B
LAMR $2.2B
FY25
AHR $2.3B
LAMR $2.3B
AHR
LAMR
FY16
AHR −157.2%
LAMR 29.3%
FY17
AHR —
LAMR 29.6%
FY18
AHR —
LAMR 28.3%
FY19
AHR 183.3%
LAMR 29.5%
FY20
AHR 20.4%
LAMR 26.1%
FY21
AHR 19.0%
LAMR 29.2%
FY22
AHR 21.4%
LAMR 28.4%
FY23
AHR 16.4%
LAMR 32.0%
FY24
AHR 17.6%
LAMR 24.1%
FY25
AHR 18.4%
LAMR 34.2%
AHR
LAMR
FY16
AHR −$3.6M
LAMR $414M
FY17
AHR $11.3M
LAMR $398M
FY18
AHR $11.2M
LAMR $447M
FY19
AHR $111M
LAMR $490M
FY20
AHR $211M
LAMR $508M
FY21
AHR —
LAMR $608M
FY22
AHR $140M
LAMR $615M
FY23
AHR —
LAMR $605M
FY24
AHR —
LAMR $748M
FY25
AHR —
LAMR $683M
AHR
LAMR
FY16
AHR —
LAMR 13.4%
FY17
AHR —
LAMR 12.8%
FY18
AHR —
LAMR 11.8%
FY19
AHR —
LAMR 12.7%
FY20
AHR —
LAMR 9.9%
FY21
AHR —
LAMR 12.5%
FY22
AHR —
LAMR 12.9%
FY23
AHR —
LAMR 14.7%
FY24
AHR —
LAMR 12.0%
FY25
AHR —
LAMR 17.3%
AHR
LAMR
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.