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Stroeer: A Hidden Dividend Champion In A Growing Market With A Crown Jewel That Competitors Do Not Have

Published Wed, 29 May 2019 09:42:55 -0400 on Seeking Alpha

(Image Source: stroeer.com)
Stroeer Out- Of- Home Media AG (SOTDF) is a leading German provider of out-of-home media and offers advertising customers individualized and fully integrated, end-to-end solutions along the entire marketing and sales value chain.
Its closest competitors include JCDecauX (OTCPK: JCDXF), Lamar (LAMR), Outfront Media (OUT), and The Trade Desk (TTD). I will compare them with Stroeer later in this article.
The Business
Unlike its competitors, the company and its business are not heavily covered here on Seeking Alpha.
The business consists mainly of three segments, but its growth engine is the combination of two of them:
OOH Media Digital OOH & Content Direct Media OOH Plus
(Image Source: stroeer.com)
OOH segment
The OOH (Out of Home) segment is the core business. Stroeer operates approximately 300,000 advertising media in this segment. The portfolio includes all forms of out-of-home media - from traditional poster media and exclusive advertising rights at train stations through to digital out-of-home media (billboards, logo signs, and transit displays, etc.).
Public advertising contracts, in particular, are advertised on a long-term basis. Accordingly, Stroeer also has a relatively secure revenue. For a defensive investor, this is always a plus.

(Image Source: Billboard)
Digital OOH & Content segment
Stroeer commercializes and operates several thousand websites in German-speaking countries.... Read more

Stock name Last trade   P/E Earnings/Share Dividend/Share Dividend yield
OUTFRONT MEDIA 27.33   24.4 1.12 1.44 5.59
LAMAR ADVERTISING 79.74   22.2 3.60 3.84 4.98


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