WallStSmart

Monarch Casino & Resort Inc (MCRI)vsRed Rock Resorts Inc (RRR)

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Smart Verdict

WallStSmart Research — data-driven comparison

Red Rock Resorts Inc generates 257% more annual revenue ($2.00B vs $561.96M). MCRI leads profitability with a 20.4% profit margin vs 8.4%. MCRI appears more attractively valued with a PEG of 1.07. MCRI earns a higher WallStSmart Score of 69/100 (B-).

MCRI

Strong Buy

69

out of 100

Grade: B-

Growth: 5.3Profit: 8.5Value: 4.7Quality: 7.5
Piotroski: 5/9Altman Z: 4.35

RRR

Buy

51

out of 100

Grade: C-

Growth: 3.3Profit: 8.5Value: 5.7Quality: 3.5
Piotroski: 4/9Altman Z: 1.06
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MCRISignificantly Overvalued (-58.8%)

Margin of Safety

-58.8%

Fair Value

$60.71

Current Price

$117.24

$56.53 premium

UndervaluedFair: $60.71Overvalued

Intrinsic value data unavailable for RRR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MCRI5 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0210/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
4.3510/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
20.4%9/10

Keeps 20 of every $100 in revenue as profit

Operating MarginProfitability
27.4%8/10

Strong operational efficiency at 27.4%

EPS GrowthGrowth
23.6%8/10

Earnings expanding 23.6% YoY

RRR3 strengths · Avg: 8.7/10
Return on EquityProfitability
130.5%10/10

Every $100 of equity generates 130 in profit

P/E RatioValuation
17.8x8/10

Attractively priced relative to earnings

Operating MarginProfitability
26.7%8/10

Strong operational efficiency at 26.7%

Areas to Watch

MCRI1 concerns · Avg: 4.0/10
Revenue GrowthGrowth
4.2%4/10

4.2% revenue growth

RRR4 concerns · Avg: 3.0/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

Price/BookValuation
16.5x4/10

Trading at 16.5x book value

Revenue GrowthGrowth
-3.0%2/10

Revenue declined 3.0%

EPS GrowthGrowth
-29.3%2/10

Earnings declined 29.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : MCRI

The strongest argument for MCRI centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 20.4% and operating margin at 27.4%. PEG of 1.07 suggests the stock is reasonably priced for its growth.

Bull Case : RRR

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

Bear Case : MCRI

The primary concerns for MCRI are Revenue Growth.

Bear Case : RRR

The primary concerns for RRR are PEG Ratio, Price/Book, Revenue Growth. Debt-to-equity of 21.21 is elevated, increasing financial risk.

Key Dynamics to Monitor

MCRI carries more volatility with a beta of 1.34 — expect wider price swings.

MCRI is growing revenue faster at 4.2% — sustainability is the question.

MCRI generates stronger free cash flow (26M), providing more financial flexibility.

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

Bottom Line

MCRI scores higher overall (69/100 vs 51/100), backed by strong 20.4% margins. Both earn "Strong 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.

Monarch Casino & Resort Inc

CONSUMER CYCLICAL · RESORTS & CASINOS · USA

Monarch Casino & Resort, Inc., owns and operates the Atlantis Casino Resort Spa, a hotel / casino in Reno, Nevada. The company is headquartered in Reno, Nevada.

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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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