Outfront Media (OUT) AI Stock Analysis

• Market Cap: $3.13B
• Dividend Yield: 8.81%
• Average Volume (3M): 1.64M
• Price to Earnings (P/E): 30.9
• Beta (1Y): 1.47
• Revenue Growth: -2.49%
• EPS Growth: -52.99%
• Country: US
• Employees: 2,149
• Sector: Real Estate
• Sector Strength: 53
• Industry: REIT - Specialty
• EPS (TTM): 0.10
• Shares Outstanding: 167,224,580
• 10 Day Avg. Volume: 1,429,907
• 30 Day Avg. Volume: 1,638,902
• 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: 2.21
• Enterprise Value/Revenue: 3.85
• Enterprise Value/Gross Profit: 7.93
• Enterprise Value/Ebitda: 12.54
• 1Y Price Target: $19.75
• Price Target Upside: 4.44% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 6

• Rating: 66 Neutral
• Price Target: $20.50 ▲(8.41% Upside)

Outfront Media's overall stock score reflects a balance of strong technical momentum and strategic restructuring efforts against challenges in revenue growth and high leverage. The high dividend yield is a positive factor, but valuation concerns persist.

Positive Factors

Digital Revenue Growth

The growth in digital revenues indicates a successful shift towards more technologically advanced advertising solutions, enhancing long-term competitiveness and market relevance.

Transit Revenue Increase

The increase in transit revenue, especially in digital formats, suggests strong demand and growth potential in urban advertising markets, supporting future revenue stability.

Leadership Stability

The appointment of a seasoned CEO provides leadership stability and strategic direction, potentially enhancing operational efficiency and long-term growth prospects.

Negative Factors

High Leverage

High leverage can limit financial flexibility and increase risk, potentially impacting the company's ability to invest in growth opportunities and withstand economic downturns.

Billboard Revenue Decline

The decline in billboard revenue reflects challenges in maintaining traditional advertising streams, which could affect overall revenue stability if not offset by growth in other areas.

Negative Cash Flow Growth

Declining cash flow growth indicates potential difficulties in funding operations and investments, which could hinder the company's ability to execute strategic initiatives.

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 leasing of advertising space on its out-of-home media properties. The company operates on a revenue model that includes both long-term contracts and short-term campaigns, allowing flexibility for advertisers. Key revenue streams include traditional billboard advertising, digital advertising, and transit advertising, which encompasses bus shelters, subways, and other public transportation venues. Additionally, Outfront Media benefits from partnerships with local municipalities and transit authorities that provide exclusive advertising rights, enhancing its inventory and market reach. The company also invests in technology to improve targeting and measurement, which attracts more advertisers and contributes to revenue growth.

Outfront Media Financial Statement Overview

Summary

Outfront Media's financial performance is mixed. While the company maintains strong profit margins, it faces challenges in revenue growth and cash flow generation. High leverage is a concern, though improvements in the debt-to-equity ratio are positive.

Income Statement

Outfront Media's income statement shows a mixed performance. The TTM data indicates a decline in revenue growth, with a negative growth rate of -0.943%. However, the company maintains a strong gross profit margin of 48.62% and a net profit margin of 14.60%. The EBIT margin is healthy at 22.20%, although the EBITDA margin has decreased to 21.43% from the previous year's 31.50%. Overall, the company demonstrates profitability but faces challenges in revenue growth.

Balance Sheet

The balance sheet reveals a high debt-to-equity ratio of 2.76, indicating significant leverage, although it has improved from the previous year's 5.22. The return on equity is strong at 37.06%, suggesting effective use of equity to generate profits. However, the equity ratio is relatively low, reflecting a heavy reliance on debt financing. The company needs to manage its leverage to mitigate financial risk.

Cash Flow

Cash flow analysis shows a decline in free cash flow growth at -2.59% for the TTM period. The operating cash flow to net income ratio is 0.57, indicating moderate cash generation relative to net income. The free cash flow to net income ratio is 0.73, suggesting that a significant portion of net income is converted into free cash flow. While cash flow generation is adequate, the negative growth trend is a concern.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.80B	1.83B	1.82B	1.77B	1.46B	1.24B
Gross Profit	872.70M	881.90M	852.30M	860.70M	679.90M	525.50M
EBITDA	551.60M	576.80M	-105.70M	438.20M	307.40M	218.40M
Net Income	107.50M	258.20M	-430.40M	147.90M	35.60M	-59.60M
Balance Sheet
Total Assets	5.15B	5.22B	5.58B	5.99B	5.92B	5.90B
Cash, Cash Equivalents and Short-Term Investments	28.50M	46.90M	36.00M	40.40M	424.80M	710.40M
Total Debt	4.06B	4.01B	4.34B	4.21B	4.12B	4.13B
Total Liabilities	4.47B	4.43B	4.85B	4.76B	4.53B	4.51B
Stockholders Equity	658.90M	768.80M	726.80M	1.23B	1.38B	1.36B
Cash Flow
Free Cash Flow	206.10M	221.10M	167.40M	157.50M	8.50M	53.50M
Operating Cash Flow	298.30M	299.20M	254.20M	254.10M	98.80M	130.60M
Investing Cash Flow	-113.50M	207.50M	-107.50M	-449.50M	-224.00M	-53.20M
Financing Cash Flow	-205.90M	-495.40M	-151.50M	-188.00M	-162.20M	573.00M

Outfront Media Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 18.91
• 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 18.91 is above the 20-day moving average (MA) of 18.54, above the 50-day MA of 17.85, and above the 200-day MA of 16.79, indicating a bullish trend. The MACD of 0.29 indicates Positive momentum. The RSI at 59.72 is Neutral, neither overbought nor oversold. The STOCH value of 71.04 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	77 Outperform	$4.31B	27.06	7.56%	5.95%	1.37%	-16.66%
LAMR	77 Outperform	$13.04B	30.03	41.80%	4.82%	3.08%	-12.87%
CXW	66 Neutral	$2.29B	22.58	7.11%	―	1.62%	55.45%
OUT	66 Neutral	$3.13B	30.92	14.89%	8.81%	-2.49%	-52.99%
Sector *	63 Neutral	$7.15B	13.38	-0.30%	6.85%	4.03%	-25.34%
PCH	59 Neutral	$3.30B	78.79	2.07%	4.22%	-1.15%	14.51%
UNIT	57 Neutral	$1.70B	29.20	-3.72%	2.82%	1.95%	353.63%

Outfront Media Corporate Events

Outfront Media Appoints Nicolas Brien as CEO

On August 21, 2025, Outfront Media Inc. appointed Nicolas Brien as its Chief Executive Officer. Brien, who has been serving as the Interim CEO since February 2025, brings extensive experience from leadership roles in major advertising and media companies. His appointment is accompanied by a comprehensive employment agreement detailing salary, bonuses, and equity incentives. Additionally, Michael Barrett and Nicolle Pangis were elected to the Board of Directors, with Barrett joining the Nominating and Governance Committee and Pangis joining the Compensation Committee.

Outfront Media Announces Quarterly Cash Dividend

On August 5, 2025, OUTFRONT Media announced a quarterly cash dividend of $0.30 per share, payable on September 30, 2025. The company reported second-quarter 2025 revenues of $460.2 million, a decrease of 3.6% from the previous year, with operating income at $56.2 million and net income at $19.5 million. The company underwent internal restructuring to drive future growth, despite a decrease in billboard segment revenues by 2.5% and an increase in transit segment revenues by 5.6%. The company continues to focus on optimizing its operations and reducing expenses.

Outfront Media Announces Workforce Restructuring Plan

On June 23, 2025, OUTFRONT Media Inc. announced a restructuring plan to enhance sales, customer experience, and cost efficiency, involving a 6% workforce reduction. The plan, expected to complete by the end of Q2 2025, will incur $18.6 million in restructuring charges but aims to save $18-20 million annually, impacting the company’s financial guidance for 2025.

Outfront Media Appoints Mark Carleton to Board

On June 9, 2025, OUTFRONT Media Inc. announced the election of Mark Carleton to its Board of Directors, effective June 11, 2025. Mr. Carleton will also join the audit committee, with his term lasting until the 2026 Annual Meeting of Stockholders. His compensation includes an annual cash retainer and equity grants, aligning with the company’s compensation policy for non-employee directors. This appointment is expected to strengthen the company’s governance structure and potentially enhance its strategic oversight.