Boyd Gaming Corporation (BYD)vsMGM Resorts International (MGM)
BYD
Boyd Gaming Corporation
$85.64
+0.47%
CONSUMER CYCLICAL · Cap: $6.34B
MGM
MGM Resorts International
$38.79
+1.78%
CONSUMER CYCLICAL · Cap: $9.75B
Smart Verdict
WallStSmart Research — data-driven comparison
MGM Resorts International generates 332% more annual revenue ($17.72B vs $4.10B). BYD leads profitability with a 44.8% profit margin vs 1.0%. MGM appears more attractively valued with a PEG of 1.14. BYD earns a higher WallStSmart Score of 62/100 (C+).
BYD
Buy62
out of 100
Grade: C+
MGM
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.7%
Fair Value
$51.91
Current Price
$85.64
$33.73 premium
Margin of Safety
+62.0%
Fair Value
$95.55
Current Price
$38.79
$56.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 94 in profit
Keeps 45 of every $100 in revenue as profit
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
0.6% revenue growth
4.7% earnings growth
Expensive relative to growth rate
Negative free cash flow — burning cash
4.2% revenue growth
1.0% margin — thin
Premium valuation, high expectations priced in
Earnings declined 5.9%
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 44.8% and operating margin at 18.5%.
Bull Case : MGM
PEG of 1.14 suggests the stock is reasonably priced for its growth.
Bear Case : BYD
The primary concerns for BYD are Revenue Growth, EPS Growth, PEG Ratio.
Bear Case : MGM
The primary concerns for MGM are Revenue Growth, Profit Margin, P/E Ratio. A P/E of 52.2x leaves little room for execution misses. Debt-to-equity of 23.11 is elevated, increasing financial risk.
Key Dynamics to Monitor
MGM carries more volatility with a beta of 1.28 — expect wider price swings.
MGM is growing revenue faster at 4.2% — sustainability is the question.
MGM generates stronger free cash flow (413M), providing more financial flexibility.
Monitor RESORTS & CASINOS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BYD scores higher overall (62/100 vs 49/100), backed by strong 44.8% margins. MGM offers better value entry with a 62.0% margin of safety. Both earn "Buy" and "Hold" 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 →MGM Resorts International
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
MGM Resorts International is an American global hospitality and entertainment company operating destination resorts globally.
Visit Website →Compare with Other RESORTS & CASINOS Stocks
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