ESS vs LAMR
ESS: A self-managed West Coast apartment REIT owning 63,000+ homes in supply-constrained urban markets, delivering consistent rental growth and capital appreciation. LAMR: Lamar is the largest operator of outdoor advertising displays in the US, with 350,000+ billboards, logo signs, and transit ads generating strong local-market-driven revenues as a publicly traded REIT.
Side-by-side fundamentals
| Metric | ESS | LAMR | Edge |
|---|---|---|---|
| Price as of 2026-07-10 close | $293.55 | $155.18 | |
| Market cap as of 2026-07-11 | $18.8B | $15.9B | |
| P/E as of 2026-07-11 | 32.91 | 29.00 | LAMR lower |
| PEG as of 2026-07-11 | n/a | 0.94 | |
| Net margin as of 2026-07-11 | +30.0% | +24.0% | ESS higher |
| Gross margin as of 2026-07-11 | +70.6% | +82.0% | LAMR higher |
| Operating margin as of 2026-07-11 | +41.8% | +31.8% | ESS higher |
| ROE as of 2026-07-11 | +10.3% | +56.1% | LAMR higher |
| ROA as of 2026-07-11 | +4.4% | +8.0% | LAMR higher |
| Debt / equity as of 2026-07-11 | 1.25 | 3.62 | ESS lower |
| Revenue growth (YoY) as of 2026-07-11 | +5.3% | +3.4% | ESS higher |
| Revenue CAGR (3y) SEC XBRL | +5.5% | n/a | |
| Dividend yield as of 2026-07-11 | +3.6% | +3.9% | LAMR higher |
| Dividend streak (yrs) SEC XBRL | 5 | 5 | Tie |
| Beta as of 2026-07-11 | 0.71 | 1.22 | |
| 1-year return as of 2026-07-10 close | +2.2% | +30.3% | LAMR higher |
Fundamentals: Finnhub, as of 2026-07-11. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-10.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.