Outfront Media Inc. (OUT) AI Stock Analysis

Outfront Media Inc. utilizes technology, location, and creativity to facilitate connections between brands and consumers beyond their homes. With one of North America's most expansive and diverse collections of billboard, transit, and mobile assets, the company enhances the visibility and impact of advertising campaigns. Its portfolio includes strategically positioned billboards, transit displays, and digital screens targeting high-traffic areas across major cities and transit hubs. Headquartered in New York, New York, the company integrates digital capabilities and data-driven insights with strategic placements to deliver measurable outdoor advertising solutions for brands in dynamic urban environments.

Between FY2021 and FY2025, revenue grew from $1.46B to $1.83B, recording a 5-year revenue CAGR of 8.2% through FY2025. After revenue growth plateaued at 0.6% in FY2024 and 0.0% in FY2025, performance picked up in the latest quarter ending June 30, 2026, with quarterly revenue rising 13.5% year-over-year. Operating margin stood at 16.8% in FY2025 before strengthening to 22.3% on a trailing twelve months basis. Net income reached $147.0M in FY2025, following $258.2M in FY2024 and a net loss of -$425.2M in FY2023. In the quarter ending June 30, 2026, quarterly earnings grew 340.0% year-over-year, producing trailing twelve months EPS of $1.39.

As of June 30, 2026, Outfront Media held $31.2M in cash and short-term investments against total debt of $4.13B, leaving net debt at $4.10B. The debt-to-equity ratio was 5.96, and the current ratio was 0.67. In FY2025, operating cash flow reached $307.6M, which funded capital expenditures of $108.4M to yield free cash flow of $199.2M. The company also distributed $210.3M in dividends during FY2025, while its share count rose 3.3% over the 5-year period.

Outfront Media trades at a trailing P/E of 21.9x and a forward P/E of 19.0x, compared to medians of 21.6x and 23.5x, respectively, for the median of its US-listed Real Estate peers. Its EV/EBITDA multiple is 16.6x, above the peer group median of 14.7x, while its price-to-sales ratio of 2.8x sits below the peer median of 3.7x. The company's enterprise value is $9.07B against a market capitalization of $5.35B. Over the past year, OUT gained 81.9%, outpacing the S&P 500 (SPY) return of 16.8%, while its 5-year return of 60.4% trailed SPY's 83.0%.

Outfront Media offers an annualized forward dividend of $1.23, representing a dividend yield of 4.05% with a payout ratio of 76.4%. The company distributes dividends on a quarterly frequency and has paid dividends for 13 consecutive years. Its 5-year annualized dividend growth rate stands at 25.2%, and its last ex-dividend date was September 4, 2026.

Wall Street coverage includes 3 Strong Buy, 3 Buy, and 1 Hold rating, with no Sell or Strong Sell ratings. The mean price target is $37.60, indicating 23.8% upside from the October 16, 2026 closing price of $30.38. For the fiscal year ending December 31, 2026, analysts estimate EPS of $1.40 on revenue of $2.00B. Outfront Media beat EPS expectations in each of the last 4 quarters, with its next earnings announcement scheduled for November 5, 2026.

This page is an AI-written research summary of Outfront Media Inc. (OUT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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