Here’s a listing of who makes what at the three largest US Public Out of Home companies, sponsored and analyzed by SignValue. Scott Wells is the highest paid exec in the industry. His huge 2024 pay increase came at a time that the stock skidded. He also works at a […]
Moorgate Capital Partners produces an outstanding quarterly report on the out of home advertising industry. Here are some charts in Moorgate’s 4Q 2024 State of the OOH Industry report which caught our eye. A muted acquisitions market. Here’s a breakout of Public company OOH acquisitions from 2019 to 2024. […]
Out of home stocks underperformed the market in the first quarter of 2024 due to fears of a trump tariff induced recession. Here’s an analysis of the performance of public US out of home stocks, sponsored by SignValue. The S&P 500 fell 4.6% during the first quarter of 2025 (3 […]
SignValue has prepared the following analysis of Lamar Advertising’s full year 2024 financials. If you have questions, contact one of their experienced analysts for a free and confidential consultation at info@signvalue.com or call 480-657-8400. To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with the […]
Why does Lamar have higher margins than OUTFRONT or Clear Channel Outdoor? Cheaper leases. Look at this analysis, prepared and sponsored by SignValue. Lamar’s billboards are more rural and Lamar isn’t as concentrated in airport and transit deals which have high minimum payment thresholds. In addition, Lamar owns the land under […]
Of the publicly traded OOH companies, both Lamar Advertising and OUTFRONT Media are REIT’s (Real Estate Investment Trusts). Along with their recent release of earnings, both declared a quarterly dividend with payments coming at the end of March. Curious about their dividend history? Here is a 10 year charting for […]
One in four Billboard Insider readers bought a billboard easement in the past year and one in four Billboard Insider readers intend to buy an easement during the next year. Here’s a short course in creating value with billboard easements. What’s an easement? Billboard attorney Marnie Christine Cody Ware […]
One in four Billboard Insider readers have acquired billboards in the past year year and one in four Billboard Insider readers plan to make an acquisition in the next year. How do you make money when you buy a billboard? There are three ways. None of them are easy. Increase […]
Billboard Insider recently watched a November 19, 2024 Lexington County Zoning Appeals board meeting in which Lamar unsuccessfully tried to prevent Grace Outdoor from putting up a billboard after the landlord terminated a Lamar billboard lease. It’s a complicated case which begins at 20:54 of the recording but what caught […]
The US out of home stocks underperformed the market during the fourth quarter of 2024. Here’s an analysis if the performance of the public US out of home companies, prepared and analyzed by SignValue. During the fourth quarter The S&P 500 grew 3%. OUTFRONT (purple) declined 4%. It did the […]
