COMP <GO>

LAMR vs BAC // 10Y YIELD & FRED MACRO BETA

Lamar Advertising Company (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: LAMR 8 — BAC 5

▲ 10Y YIELD & FRED MACRO BETA LEADER: LAMR

LAST: $157.53 (-0.94%) • MKT CAP: $16.15B

macro-sensitivity

1.04

LAST: $50.01 (-2.21%) • MKT CAP: $357.61B

macro-sensitivity

0.90

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LAMR VS. BAC) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	LAMR	BAC	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	83.50%	41.00%	+42.50	LAMR	/gross-margins <GO>
Return on Invested Capital (ROIC)	14.80%	2.50%	+12.30	LAMR	/roic <GO>
EV/EBITDA & P/E Valuation	20.8x	30.2x	-9.40	LAMR	/valuation <GO>
Free Cash Flow Yield	4.23%	2.10%	+2.13	LAMR	/fcf-yield <GO>
Operating Margin	17.10%	32.90%	-15.80	BAC	/operating-margins <GO>
Net Profit Margin	13.00%	27.00%	-14.00	BAC	/net-margins <GO>
Revenue Growth (YoY)	18.70%	6.80%	+11.90	LAMR	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.00%	0.00	TIE	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	2.38	0.45	+1.93	LAMR	/balance-sheet <GO>
Piotroski F-Score Quality	7/9	7/9	0.00	TIE	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	7.00%	6.60%	+0.40	BAC	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	64.5	27.7	+36.83	LAMR	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta ACTIVE	1.04	0.90	+0.14	LAMR	/macro-sensitivity <GO>
Forward P/E Multiple	23.1x	10.9x	+12.20	BAC	/forward-pe <GO>
Enterprise Scale & Market Cap	$16.15B	$357.61B	-$341.46B	BAC	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	LAMR REV	BAC REV	LAMR GROSS %	BAC GROSS %	LAMR FCF	BAC FCF
FY 2025	$0	$113.10B	—	44.0%	$683.2M	$7.52B
FY 2024	$0	$105.86B	—	44.0%	$748.3M	-$13.57B
FY 2023	$0	$102.77B	—	44.0%	$783.6M	$40.36B

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

LAMR // BETA 1.04

BAC // BETA 0.90