OUTOUTFRONT Media Inc.
Real Estate Investment Trusts
- Revenue
- $1.8B
- 0.0% YoY
- Operating margin
- 16.0%
- 31% YoY
- EBITDA
- $454M
- 21% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 5.5×
- $2.5B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear209% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear68% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear38% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.5B | $1.8B | $1.8B | $1.8B | $1.8B | 0.0% |
| Operating income | $168M | $283M | −$253M | $426M | $294M | 31% |
| Net income | $36M | $148M | −$425M | $258M | $147M | 43% |
| Operating cash flow | $99M | $254M | $254M | $299M | $308M | 2.8% |
| Capex | $74M | $90M | $87M | $78M | $89M | 14% |
| Stock-based comp | $29M | $34M | $28M | $31M | $30M | 2.6% |
| Dividends | $58M | $206M | $207M | $208M | $210M | 0.9% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $696K · 1
- Net
- −$696K
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 166 | 65 |
| FY2024 | — | — | 117 | 79 |
| FY2023 | — | — | 83 | 85 |
| FY2022 | — | — | 91 | 70 |
| FY2021 | — | — | 138 | 100 |