Lamar Advertising vs Sun Communities
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Lamar Advertising and Sun Communities side by side, using each one’s latest annual report. Here is what stands out:
- Sun Communities is the larger business, with $2.3B of revenue in fiscal 2025 against $2.3B for Lamar Advertising.
- Lamar Advertising grew revenue faster (2.7%, against 2.0%).
- Lamar Advertising turned more of its sales into free cash flow (30.2% FCF margin, against 17.7%).
- Investors pay more for each dollar of Lamar Advertising’s earnings: a P/E of 28.7x against 10.8x for Sun Communities.
Who comes out ahead
Of the 6 measures where higher (or lower) is clearly better, how many each company leads.
Lamar Advertising
LAMR
3/6
Revenue growthFCF marginReturn on equity
Sun Communities
SUI
3/6
5-year growthNet marginShare count change
Side by side
Best in the row
| Latest fiscal year | LAMR FY25 | SUI FY25 |
|---|---|---|
| Size | ||
| Market cap | $16.0B | $15.0B |
| Revenue | $2.3B | $2.3B |
| Free cash flow | $683M | $407M |
| Net income | $587M | $1.4B |
| Growth | ||
| Revenue growth | 2.7% | 2.0% |
| 5-year growth | 7.6% | 10.5% |
| Share count change | −0.9% | −1.8% |
| Profitability | ||
| Gross margin | 67.0% | — |
| Operating margin | 34.2% | — |
| Net margin | 25.9% | 61.3% |
| FCF margin | 30.2% | 17.7% |
| Return on capital | 17.3% | — |
| Return on equity | 56.7% | 20.1% |
| Balance sheet | ||
| Net debt | $3.4B | — |
| Net debt / EBITDA | 3.1x | — |
| Dividends and buybacks | $814M | $1.6B |
| Valuation & quality | ||
| P/E | 28.7x | 10.8x |
| Piotroski F-score | 8 | — |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.