Boyd Gaming Corporation (BYD)vsRed Rock Resorts Inc (RRR)
BYD
Boyd Gaming Corporation
$84.87
+0.47%
CONSUMER CYCLICAL · Cap: $6.41B
RRR
Red Rock Resorts Inc
$58.75
+0.02%
CONSUMER CYCLICAL · Cap: $6.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Boyd Gaming Corporation generates 103% more annual revenue ($4.09B vs $2.01B). BYD leads profitability with a 45.1% profit margin vs 9.3%. BYD appears more attractively valued with a PEG of 3.03. BYD earns a higher WallStSmart Score of 62/100 (C+).
BYD
Buy62
out of 100
Grade: C+
RRR
Buy51
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
-205.7%
Fair Value
$21.22
Current Price
$58.75
$37.53 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%
Every $100 of equity generates 111 in profit
Strong operational efficiency at 31.8%
Areas to Watch
2.0% revenue growth
Expensive relative to growth rate
Earnings declined 6.6%
Trading at 16.5x book value
3.2% revenue growth
Expensive relative to growth rate
Earnings declined 1.8%
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 : RRR
The strongest argument for RRR centers on Return on Equity, Operating Margin.
Bear Case : BYD
The primary concerns for BYD are Revenue Growth, PEG Ratio, EPS Growth.
Bear Case : RRR
The primary concerns for RRR are Price/Book, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
RRR carries more volatility with a beta of 1.45 — expect wider price swings.
RRR is growing revenue faster at 3.2% — sustainability is the question.
BYD generates stronger free cash flow (127M), providing more financial flexibility.
Monitor RESORTS & CASINOS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BYD scores higher overall (62/100 vs 51/100), 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 →Red Rock Resorts Inc
CONSUMER CYCLICAL · RESORTS & CASINOS · USA
Red Rock Resorts, Inc., through its interest in Station Holdco and Station LLC, is involved in the casino, gaming and entertainment businesses in the United States. The company is headquartered in Las Vegas, Nevada.
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