Boyd Gaming Corporation (BYD)vsHilton Grand Vacations Inc (HGV)
BYD
Boyd Gaming Corporation
$84.87
+0.47%
CONSUMER CYCLICAL · Cap: $6.41B
HGV
Hilton Grand Vacations Inc
$40.66
-1.95%
CONSUMER CYCLICAL · Cap: $3.38B
Smart Verdict
WallStSmart Research — data-driven comparison
Hilton Grand Vacations Inc generates 10% more annual revenue ($4.51B vs $4.09B). BYD leads profitability with a 45.1% profit margin vs 1.8%. BYD trades at a lower P/E of 3.8x. BYD earns a higher WallStSmart Score of 62/100 (C+).
BYD
Buy62
out of 100
Grade: C+
HGV
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.6%
Fair Value
$153.41
Current Price
$84.87
$68.54 discount
Margin of Safety
-11.4%
Fair Value
$41.65
Current Price
$40.66
$0.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 88 in profit
Keeps 45 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 20.8%
Reasonable price relative to book value
Areas to Watch
2.0% revenue growth
Expensive relative to growth rate
Earnings declined 6.6%
3.7% revenue growth
1.9% earnings growth
ROE of 5.9% — below average capital efficiency
1.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BYD
The strongest argument for BYD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 45.1% and operating margin at 20.8%.
Bull Case : HGV
The strongest argument for HGV centers on Price/Book.
Bear Case : BYD
The primary concerns for BYD are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : HGV
The primary concerns for HGV are Revenue Growth, EPS Growth, Return on Equity. A P/E of 46.6x leaves little room for execution misses. Debt-to-equity of 5.26 is elevated, increasing financial risk.
Key Dynamics to Monitor
HGV carries more volatility with a beta of 1.47 — expect wider price swings.
HGV is growing revenue faster at 3.7% — sustainability is the question.
HGV generates stronger free cash flow (147M), providing more financial flexibility.
Monitor RESORTS & CASINOS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BYD scores higher overall (62/100 vs 56/100), backed by strong 45.1% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Boyd Gaming Corporation
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
Boyd Gaming Corporation is a multi-jurisdictional gaming company. The company is headquartered in Las Vegas, Nevada.
Visit Website →Hilton Grand Vacations Inc
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
Hilton Grand Vacations Inc., a timeshare company, develops, markets, sells and manages vacation-owned resorts primarily under the Hilton Grand Vacations brand. The company is headquartered in Orlando, Florida.
Visit Website →Compare with Other RESORTS & CASINOS Stocks
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