Boyd Gaming Corporation (BYD)vsRed Rock Resorts Inc (RRR)
BYD
Boyd Gaming Corporation
$85.64
+0.47%
CONSUMER CYCLICAL · Cap: $6.34B
RRR
Red Rock Resorts Inc
$54.48
+1.38%
CONSUMER CYCLICAL · Cap: $5.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Boyd Gaming Corporation generates 103% more annual revenue ($4.10B vs $2.02B). BYD leads profitability with a 44.8% profit margin vs 9.2%. RRR appears more attractively valued with a PEG of 1.69. BYD earns a higher WallStSmart Score of 62/100 (C+).
BYD
Buy62
out of 100
Grade: C+
RRR
Buy53
out of 100
Grade: C-
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
-36.0%
Fair Value
$47.70
Current Price
$54.48
$6.78 premium
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
Every $100 of equity generates 111 in profit
Attractively priced relative to earnings
Strong operational efficiency at 28.3%
Areas to Watch
0.6% revenue growth
4.7% earnings growth
Expensive relative to growth rate
Negative free cash flow — burning cash
Expensive relative to growth rate
Trading at 15.3x book value
1.9% revenue growth
Earnings declined 2.4%
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 : RRR
The strongest argument for RRR centers on Return on Equity, P/E Ratio, Operating Margin.
Bear Case : BYD
The primary concerns for BYD are Revenue Growth, EPS Growth, PEG Ratio.
Bear Case : RRR
The primary concerns for RRR are PEG Ratio, Price/Book, Revenue Growth.
Key Dynamics to Monitor
RRR carries more volatility with a beta of 1.35 — expect wider price swings.
RRR is growing revenue faster at 1.9% — sustainability is the question.
BYD generates stronger free cash flow (-21M), providing more financial flexibility.
Monitor RESORTS & CASINOS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BYD scores higher overall (62/100 vs 53/100), backed by strong 44.8% 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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