Outfront Media (OUT) AI Stock Analysis

• Market Cap: $4.02B
• Dividend Yield: 5.02%
• Average Volume (3M): 1.66M
• Price to Earnings (P/E): 35.1
• Beta (1Y): 1.20
• Revenue Growth: -1.48%
• EPS Growth: -50.05%
• Country: US
• Employees: 2,149
• Sector: Real Estate
• Sector Strength: 53
• Industry: REIT - Specialty
• EPS (TTM): 0.29
• Shares Outstanding: 167,234,560
• 10 Day Avg. Volume: 1,667,849
• 30 Day Avg. Volume: 1,657,508
• PEG Ratio: -0.07
• Price to Book (P/B): 3.83
• Price to Sales (P/S): 1.61
• P/FCF Ratio: 13.31
• Enterprise Value/Market Cap: 1.85
• Enterprise Value/Revenue: 4.10
• Enterprise Value/Gross Profit: 8.34
• Enterprise Value/Ebitda: 17.34
• 1Y Price Target: $25.14
• Price Target Upside: 4.19% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 7
• EPS Forecast (FY): 0.8
• Revenue Forecast (FY): $1.83B

• Rating: 69 Neutral
• Price Target: $25.00 ▲(3.61% Upside)

Outfront Media's overall stock score is driven by strong technical momentum and positive earnings call sentiment. However, high leverage and valuation concerns weigh on the score. The company's strategic initiatives and dividend yield provide some support, but operational efficiency improvements are needed to enhance financial stability.

Positive Factors

Digital Revenue Growth

Strong growth in digital transit revenues highlights Outfront Media's successful adaptation to digital trends, enhancing long-term revenue potential.

Leadership Strengthening

New leadership hires with strong backgrounds in marketing and digital strategy can drive innovation and enhance competitive positioning.

Improved Liquidity

The new credit agreement enhances liquidity, providing financial flexibility to support strategic initiatives and long-term growth.

Negative Factors

High Leverage

Significant leverage poses financial risk, potentially limiting the company's ability to invest in growth and manage economic downturns.

Decline in Billboard Revenues

The decline in billboard revenues indicates challenges in maintaining traditional revenue streams, impacting overall revenue stability.

Decreased Profitability

Reduced profitability reflects operational challenges, requiring efficiency improvements to sustain long-term financial health.

Outfront Media Business Overview & Revenue Model

Company Description

Outfront Media Inc. leverages the power of technology, location and creativity to connect brands with consumers outside of their homes through one of the largest and most diverse sets of billboard, transit, and mobile assets in North America. Through its technology platform, Outfront Media Inc. will fundamentally change the ways advertisers engage audiences on-the-go.

How the Company Makes Money

Outfront Media generates revenue primarily through the sale of advertising space on its inventory of outdoor displays, which includes static billboards, digital billboards, and transit advertising placements. The company's revenue model is based on long-term contracts with advertisers, which can range from a few weeks to several years. Key revenue streams include direct sales to brands and advertising agencies, as well as partnerships with transit authorities and property owners for the placement of advertising on public transport and private properties. Additionally, Outfront Media benefits from digital advertising, which allows for dynamic content and targeted campaigns, thus attracting a diverse range of advertisers seeking to engage with consumers in real-time. The company's strategic focus on high-traffic urban areas and its ability to leverage data analytics for audience measurement also contribute significantly to its earnings.

Outfront Media Financial Statement Overview

Summary

Outfront Media shows strong revenue growth and positive cash flow trends, but faces challenges with declining profitability and high leverage. The company needs to improve operational efficiency and reduce debt for better financial stability.

Income Statement

Outfront Media's income statement shows a mixed performance. The TTM gross profit margin is healthy at 49.17%, indicating efficient cost management. However, the net profit margin has decreased significantly from 14.10% in 2024 to 6.86% in the TTM, reflecting a decline in profitability. Revenue growth is strong at 86.9% TTM, but the EBIT and EBITDA margins have decreased, suggesting increased operational challenges.

Balance Sheet

The balance sheet reveals a high debt-to-equity ratio of 2.84 TTM, indicating significant leverage, though it has improved from 5.22 in 2024. Return on equity has decreased to 18.70% TTM from 33.58% in 2024, showing reduced efficiency in generating profits from equity. The equity ratio remains low, highlighting potential financial risk.

Cash Flow

Cash flow analysis shows positive trends, with a free cash flow growth rate of 10.04% TTM. The operating cash flow to net income ratio is stable at 0.61, indicating good cash generation relative to net income. The free cash flow to net income ratio of 0.72 suggests strong cash flow relative to profits.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.81B	1.83B	1.82B	1.77B	1.46B	1.24B
Gross Profit	890.70M	881.90M	857.50M	855.50M	679.90M	525.50M
EBITDA	428.40M	576.80M	-100.50M	433.00M	307.40M	218.40M
Net Income	124.20M	258.20M	-425.20M	142.70M	35.60M	-61.00M
Balance Sheet
Total Assets	5.21B	5.22B	5.58B	5.99B	5.92B	5.90B
Cash, Cash Equivalents and Short-Term Investments	63.00M	46.90M	36.00M	40.40M	424.80M	710.40M
Total Debt	4.12B	4.01B	4.34B	4.21B	4.12B	4.13B
Total Liabilities	4.53B	4.43B	4.85B	4.64B	4.53B	4.51B
Stockholders Equity	662.40M	768.80M	697.10M	1.35B	1.38B	1.36B
Cash Flow
Free Cash Flow	215.30M	221.10M	167.40M	157.50M	8.50M	53.50M
Operating Cash Flow	314.00M	299.20M	254.20M	254.10M	98.80M	130.60M
Investing Cash Flow	-110.50M	207.50M	-107.50M	-449.50M	-224.00M	-53.20M
Financing Cash Flow	-168.50M	-495.40M	-151.50M	-188.00M	-162.20M	573.00M

Outfront Media Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 24.13
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For OUT, the sentiment is Positive. The current price of 24.13 is above the 20-day moving average (MA) of 23.56, above the 50-day MA of 20.98, and above the 200-day MA of 17.52, indicating a bullish trend. The MACD of 0.83 indicates Positive momentum. The RSI at 64.20 is Neutral, neither overbought nor oversold. The STOCH value of 56.61 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for OUT.

Outfront Media Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
EPR	75 Outperform	$3.81B	21.81	8.44%	7.05%	2.93%	-0.87%
CXW	73 Outperform	$2.00B	19.18	7.41%	―	5.72%	47.75%
LAMR	72 Outperform	$12.84B	29.82	38.63%	4.90%	3.04%	-14.88%
OUT	69 Neutral	$4.02B	35.08	17.74%	5.02%	-1.48%	-50.05%
UNIT	68 Neutral	$1.71B	1.38	―	―	38.93%	952.55%
PCH	66 Neutral	$3.09B	48.91	3.25%	4.53%	5.40%	294.38%
Sector *	65 Neutral	$2.17B	12.19	3.79%	4.94%	3.15%	1.96%

Outfront Media Corporate Events

Outfront Media Declares Quarterly Cash Dividend

On November 6, 2025, OUTFRONT Media announced a quarterly cash dividend of $0.30 per share, payable on December 31, 2025. The company’s third-quarter results showed a revenue increase to $467.5 million, driven by strong transit segment performance, particularly in New York City. Despite a decrease in billboard segment revenues, the company reported an overall increase in operating income and adjusted OIBDA, indicating a strengthening business momentum as the year closes.

Outfront Media Secures $1 Billion Credit Agreement

On September 24, 2025, Outfront Media Inc. entered into a credit agreement to refinance its existing senior secured credit facilities, securing a $1.0 billion borrowing capacity. This agreement includes a $500 million revolving credit facility maturing in 2030 and a $500 million term loan maturing in 2032, aimed at repaying existing obligations and supporting general corporate purposes. Additionally, the company granted a one-time long-term equity incentive award to its CFO, Matthew Siegel, valued at $400,000, contingent on stock performance over three years.