WallStSmart

Hilton Grand Vacations Inc (HGV)vsRed Rock Resorts Inc (RRR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hilton Grand Vacations Inc generates 129% more annual revenue ($4.63B vs $2.02B). RRR leads profitability with a 9.2% profit margin vs 3.5%. RRR trades at a lower P/E of 17.3x. HGV earns a higher WallStSmart Score of 57/100 (C).

HGV

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 5.5Value: 7.0Quality: 5.5
Piotroski: 4/9Altman Z: 1.28

RRR

Buy

53

out of 100

Grade: C-

Growth: 4.0Profit: 8.5Value: 4.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.10
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HGVUndervalued (+42.1%)

Margin of Safety

+42.1%

Fair Value

$80.17

Current Price

$48.67

$31.50 discount

UndervaluedFair: $80.17Overvalued
RRRSignificantly Overvalued (-36.0%)

Margin of Safety

-36.0%

Fair Value

$47.70

Current Price

$54.48

$6.78 premium

UndervaluedFair: $47.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HGV1 strengths · Avg: 10.0/10
EPS GrowthGrowth
187.2%10/10

Earnings expanding 187.2% YoY

RRR3 strengths · Avg: 8.7/10
Return on EquityProfitability
111.3%10/10

Every $100 of equity generates 111 in profit

P/E RatioValuation
17.3x8/10

Attractively priced relative to earnings

Operating MarginProfitability
28.3%8/10

Strong operational efficiency at 28.3%

Areas to Watch

HGV4 concerns · Avg: 2.5/10
P/E RatioValuation
26.3x4/10

Moderate valuation

Profit MarginProfitability
3.5%3/10

3.5% margin — thin

Altman Z-ScoreHealth
1.282/10

Distress zone — elevated risk

Debt/EquityHealth
5.261/10

Elevated debt levels

RRR4 concerns · Avg: 3.5/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

Price/BookValuation
15.3x4/10

Trading at 15.3x book value

Revenue GrowthGrowth
1.9%4/10

1.9% revenue growth

EPS GrowthGrowth
-2.4%2/10

Earnings declined 2.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : HGV

The strongest argument for HGV centers on EPS Growth. Revenue growth of 11.9% demonstrates continued momentum.

Bull Case : RRR

The strongest argument for RRR centers on Return on Equity, P/E Ratio, Operating Margin.

Bear Case : HGV

The primary concerns for HGV are P/E Ratio, Profit Margin, Altman Z-Score. Debt-to-equity of 5.26 is elevated, increasing financial risk. Thin 3.5% margins leave little buffer for downturns.

Bear Case : RRR

The primary concerns for RRR are PEG Ratio, Price/Book, Revenue Growth.

Key Dynamics to Monitor

HGV carries more volatility with a beta of 1.49 — expect wider price swings.

HGV is growing revenue faster at 11.9% — sustainability is the question.

HGV generates stronger free cash flow (122M), providing more financial flexibility.

Monitor RESORTS & CASINOS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HGV scores higher overall (57/100 vs 53/100) and 11.9% revenue growth. 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.

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.

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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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