American Healthcare REIT vs Lamar Advertising
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put American Healthcare REIT and Lamar Advertising side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Investors pay more for each dollar of American Healthcare REIT’s earnings: a P/E of 78.8x against 28.7x for Lamar Advertising.
Who comes out ahead
Of the 7 measures where higher (or lower) is clearly better, how many each company leads.
American Healthcare REIT
AHR
2/7
Revenue growth5-year growth
Lamar Advertising
LAMR
5/7
Gross marginOperating marginNet marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | AHR FY25 | LAMR FY25 |
|---|---|---|
| Size | ||
| Market cap | $10.4B | $16.0B |
| 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 | 78.8x | 28.7x |
| 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.