OUTFRONT Media Inc.

NYSE:OUT 株式レポート

時価総額：US$5.4b

OUTFRONT Media 将来の成長

Future 基準チェック /26

OUTFRONT Media利益と収益がそれぞれ年間14.8%と3.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.5% 13.7%なると予測されています。

主要情報

14.8%

収益成長率

13.66%

EPS成長率

Specialized REITs 収益成長7.8%
収益成長率3.9%
将来の株主資本利益率29.53%
アナリストカバレッジ

Good

最終更新日12 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • 20h

OUTFRONT Media: Digital Growth Justifies A Higher Multiple

Summary OUTFRONT Media remains a compelling 'Buy,' driven by robust billboard and transit advertising demand. OUT's digital transformation is accelerating, with programmatic and automated sales now 20% of revenue, boosting margins and supporting faster AFFO growth. Management guides for mid-teens AFFO growth in 2026, aided by strong transit momentum, digital adoption, and FIFA World Cup advertising tailwinds. OUT's valuation at 13.6x forward P/FFO is justified by its digital pivot, with a healthy balance sheet and covered dividend supporting long-term growth. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 04

OUT: New Transit Hub Program And Refinancing Will Support Future Real World Media Returns

Analysts have adjusted their fair value estimate for OUTFRONT Media to $36.33, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E, without a material directional shift in the overall price target. What's in the News OUTFRONT Media has launched its first advertising and experiential program at Los Angeles Union Station, introducing interior, exterior, and full station domination formats for advertisers.
ナラティブの更新 • May 14

OUT: Higher Profitability Assumptions Will Support Steady Real World Media Returns

Analysts have lifted their price target for OUTFRONT Media from about $30.83 to roughly $36.33, citing updated assumptions that include slightly different discount rates, revenue growth expectations, profit margin outlook, and future P/E levels. Valuation Changes Fair Value: revised from $30.83 to $36.33, indicating a higher implied valuation for the stock.
ナラティブの更新 • Apr 28

OUT: Formula E Partnership And Sustainability Efforts Will Support Steady Real World Media Returns

Analysts have raised their price target on OUTFRONT Media from $29.50 to approximately $30.83, citing updated assumptions for fair value, discount rate, profit margin and future P/E that modestly adjust their outlook on the shares. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix and Associate Partner of Change for a one year term, giving it a visible role around a high profile motorsports event (Key Developments).
ナラティブの更新 • Apr 11

OUT: Formula E And ANA Partnerships Will Support Steady Real World Media Returns

Analysts have kept their price target for OUTFRONT Media steady at $29.50. They point to essentially unchanged assumptions for revenue growth, profit margin and future P/E, while making only minor technical tweaks to the discount rate in their models.
ナラティブの更新 • Mar 27

OUT: Formula E And ANA Partnerships Will Shape Steady Real World Media Returns

Analysts have maintained their price target for OUTFRONT Media at $29.50, noting only minor adjustments to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions that are not significant enough to alter their overall valuation view. What's in the News Named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.
ナラティブの更新 • Mar 13

OUT: Formula E And ANA Partnerships Will Guide Balanced Real World Media Returns

Analysts have raised their price target on OUTFRONT Media from about $26.17 to $29.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.
ナラティブの更新 • Feb 26

OUT: Formula E And ANA Alliances Will Shape Future Real World Media Returns

Analysts have raised their price target on OUTFRONT Media to about $26.17 from $25, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.
ナラティブの更新 • Feb 11

OUT: Formula E And ANA Partnerships Will Shape In Real Life Media Returns

Analysts have lifted their price target on OUTFRONT Media to $25.00 from $24.20, citing updated assumptions for revenue growth, profit margins, a modestly lower discount rate, and a slightly reduced future P/E multiple. What's in the News OUTFRONT Media has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E Prix and Associate Partner of Change.
ナラティブの更新 • Jan 27

OUT: ANA Partnership Will Shape In Real Life Media Returns While Outlook Stays Measured

Analysts have slightly adjusted their fair value view on OUTFRONT Media to $24.20. The modest change is driven by small tweaks to the discount rate, long-run revenue growth, profit margin, and future P/E assumptions rather than any major shift in the company outlook.
ナラティブの更新 • Jan 11

OUT: AI Workflow Partnership Will Shape Returns While Keeping Outlook Measured

Analysts have modestly raised their price target on OUTFRONT Media to $24.20 from $22.40, citing updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E, which slightly lift their outlook for the shares. What's in the News OUTFRONT Media announced a partnership with Amazon Web Services to modernize out of home planning and buying using AI enabled workflows that support natural language planning, purchasing, and measurement of static and digital inventory end to end (Key Developments).
ナラティブの更新 • Dec 25

OUT: AI Partnership Will Likely Shape Returns Yet Keep Expectations In Check

Analysts have nudged their price target on OUTFRONT Media higher by about 1.07 dollars to 22.40 dollars, citing slightly lower discount rate assumptions and a modestly higher future earnings multiple that together support a higher fair value estimate. What's in the News OUTFRONT Media announced a strategic partnership with Amazon Web Services to modernize out of home planning and buying using AI enabled workflows, positioning the company at the forefront of the sector's digital transformation (Key Developments).
ナラティブの更新 • Dec 11

OUT: AI Workflows Will Likely Fail To Justify Lofty Expectations

Analysts have modestly revised their price target on OUTFRONT Media upward by approximately $0.00 per share, reflecting slightly lower perceived risk and marginally improved long term growth and profitability assumptions in their models. What's in the News Announced a strategic partnership with Amazon Web Services to modernize out of home planning and buying using AI enabled, natural language driven workflows, covering planning, purchasing, and measurement for static and digital inventory end to end (Key Developments) The partnership with AWS aims to standardize out of home inventory for programmatic platforms and AI agents.
ナラティブの更新 • Nov 26

OUT: AI Workflows And Cultural Campaigns Will Shape Performance Outlook

Analysts have raised their price target for OUTFRONT Media from $20.00 to $21.33, citing improved projected revenue growth and higher profit margins, which support a stronger valuation outlook. What's in the News OUTFRONT Media has formed a strategic partnership with Amazon Web Services to implement AI-enabled workflows for modernizing out-of-home (OOH) media planning, buying, and measurement.
ナラティブの更新 • Nov 11

OUT: Upcoming Campaigns And Partnerships Will Shape Performance Amid Leadership Change

Analysts have raised their price target for OUTFRONT Media from $19.50 to $20.00 per share. They cite slight improvements in profit margin and a higher valuation multiple, despite modestly increased discount rates and marginally lower revenue growth expectations.
Seeking Alpha • Mar 10

Outfront Media: High Yield And Growth Opportunity

Summary OUTFRONT Media offers a 6.7% dividend yield, discounted valuation, and strong growth potential through digital billboard expansion and transit advertising. It demonstrated robust profitability with an 8.5% YoY increase in adjusted OIBDA, driven by higher-margin digital offerings. OUT's strategic focus on digitization and partnerships with major brands like Apple and Netflix position it well for future growth. Improved financial stability with lower leverage and ample liquidity support OUT's attractive income and growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Dec 16

Outfront Media: Nothing Special

Summary The billboard industry offers strong cash flow potential, with digital billboards driving significant revenue growth despite being a small percentage of total billboards. OUTFRONT Media's profitability improved, with FFO, adjusted FFO, and operating cash flow all showing increases, despite a slight revenue decline due to the sale of its Canadian business. Valuation metrics suggest OUTFRONT Media is fairly priced, not a standout value play, with its leverage being higher than Lamar Advertising but lower than Clear Channel Outdoor Holdings. Maintaining a 'hold' rating for OUTFRONT Media is justified given its current valuation, profitability improvements, and leverage position relative to competitors. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 09

Streamlining Operations And Digital Expansion To Fuel Profit, Yet Margins And Diversification Concerns Lurk

Shifting focus to the U.S. media segment and streamlining operations are expected to enhance profitability and earnings through operational efficiencies.
Seeking Alpha • Sep 01

Outfront Media: An Attractive 7% Dividend Yielder With Double-Digit Upside Potential

Summary OUTFRONT Media, a REIT specializing in billboards and transit advertising, showed solid growth with Q2 revenue up 1.8% YoY and significant digital media gains. The divesture of the Canadian business has strengthened OUT's balance sheet, reducing leverage to 5.0x and allowing management to focus on U.S. growth. With an AFFO payout ratio of 58.1%, OUT has room for future dividend increases, potentially rewarding shareholders after a stagnant two-year period. Despite recent stock gains, OUT remains undervalued with a P/AFFO multiple below the sector median, offering potential upside if operational performance continues. With OUT's share price doubling since October, further upside could be limited in the near to medium term. Read the full article on Seeking Alpha
Seeking Alpha • Jun 09

Outfront Media: 8.7% Yielder Will Give You A Raise, But Don't Get Too Excited

Summary We rated Outfront Media Inc. as a Sell due to concerns about leverage and cyclicality of earnings. Q1-2024 results showed decent performance with total revenues up 3.2% and strong growth in local revenues. The company's debt profile is a concern, but the sale of the Canadian business and expected revenue growth in Q3 and Q4 will improve the situation. We go over why you will get a dividend bump this year, but it is likely just a one-off. Read the full article on Seeking Alpha
Seeking Alpha • Mar 28

Outfront Media: A Great Point To Cash Out

Summary Outfront Media Inc. has sold its Canadian business to BCE at a nice multiple. The base business of Outfront Media remains under pressure, with a decline in adjusted OIBDA despite a rise in revenues. Dividend coverage for Outfront Media is relatively weak, with free cash flow just around the dividend level. We go over why we think this is a nice exit point. Read the full article on Seeking Alpha
Seeking Alpha • Jan 02

Outfront: Elevated Debt Leaves Shares Unattractive

Summary Outfront Media shares have underperformed this year, losing 16% of their value, due to a weak advertising market and high debt. The company's revenue rose slightly in Q3, but lower operating margins and higher interest expense contributed to a decline in adjusted funds from operations. Outfront Media's billboard business is performing better than its transit display business, and the company is focused on converting static billboards to digital ones for increased revenue. However, elevated debt has led to slower cap-ex spending, and shares are now unattractively valued relative to Lamar. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:OUT - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,0982873805234
12/31/20272,0152513204606
12/31/20261,9782402863976
3/31/20261,871181236349N/A
12/31/20251,832139199308N/A
9/30/20251,812115211314N/A
6/30/20251,79699195298N/A
3/31/20251,813256209302N/A
12/31/20241,831249209299N/A
9/30/20241,839236190280N/A
6/30/20241,842218184268N/A
3/31/20241,833-432194275N/A
12/31/20231,821-434168254N/A
9/30/20231,814-435142229N/A
6/30/20231,813-411147241N/A
3/31/20231,794110143243N/A
12/31/20221,772131158254N/A
9/30/20221,742143118229N/A
6/30/20221,68713085186N/A
3/31/20221,5787734130N/A
12/31/20211,4648999N/A
9/30/20211,335-601690N/A
6/30/20211,218-1062094N/A
3/31/20211,110-16135105N/A
12/31/20201,236-8154131N/A
9/30/20201,389-33113201N/A
6/30/20201,56925141244N/A
3/31/20201,796138139250N/A
12/31/20191,782138N/A277N/A
9/30/20191,747150N/A239N/A
6/30/20191,698158N/A230N/A
3/31/20191,640102N/A194N/A
12/31/20181,606105N/A214N/A
9/30/20181,55584N/A204N/A
6/30/20181,53387N/A238N/A
3/31/20181,528130N/A279N/A
12/31/20171,521124N/A249N/A
9/30/20171,517116N/A269N/A
6/30/20171,507104N/A262N/A
3/31/20171,49696N/A286N/A
12/31/20161,51491N/A287N/A
9/30/20161,515-10N/A317N/A
6/30/20161,519-26N/A324N/A
3/31/20161,518-33N/A321N/A
12/31/20151,514-29N/A293N/A
9/30/20151,51072N/A255N/A
6/30/20151,460299N/A262N/A

アナリストによる今後の成長予測

収入対貯蓄率: OUTの予測収益成長率 (年間14.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: OUTの収益 ( 14.8% ) US市場 ( 17.1% ) よりも低い成長が予測されています。

高成長収益: OUTの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: OUTの収益 ( 3.9% ) US市場 ( 11.9% ) よりも低い成長が予測されています。

高い収益成長: OUTの収益 ( 3.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: OUTの 自己資本利益率 は、3年後には高くなると予測されています ( 29.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/09 12:26
終値2026/06/09 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

OUTFRONT Media Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Patrick ShollBarrington Research Associates, Inc.
Bryan GoldbergBofA Global Research
Jason BazinetCitigroup Inc