Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
ACEL
STRONG BUYFLAGAccel Entertainment, Inc. · Consumer Cyclical · United States · $979M · Avg Vol: $4M/d
Accel Entertainment has quality exactly at Q60 and momentum M69 with a buyback on file, but value at V43 is below the calibrated floor, and insiders sold, so stage one fails.
COMPANY DESCRIPTION
Accel Entertainment is the leading distributed gaming operator in the United States, specializing in the installation and maintenance of video gaming terminals (VGTs) in non-casino locations such as bars, restaurants, and truck stops. The company operates a highly lucrative, recurring revenue model based on long-term, exclusive location contracts. Its competitive moat is secured by its massive scale, deep regulatory compliance expertise, and proprietary route-logistics technology.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 969.8M | 1.2B | 1.2B | 1.3B | 11.1% | 1.4B | 1.4B | 1.5B | 4.7% |
| EPS | 0.82 | 0.53 | 0.42 | 0.61 | -9.4% | 0.60 | 0.52 | 0.58 | -2.1% |
| Shares | 86.7M | 84.1M | 85.7M | 82.3M | -5.1% | 81.4M | — | — | — |
| Debt | 542.0M | 542.6M | 595.4M | 607.4M | 3.9% | 580.6M | — | — | — |
| Equity | 178.6M | 198.4M | 255.0M | 269.7M | 14.7% | — | — | — | — |
| Op CF | 108.0M | 132.5M | 121.2M | 150.9M | 11.8% | 148.9M | — | — | — |
| Inv CF | -189.3M | -59.8M | -124.2M | -100.6M | — | — | — | — | — |
| Fin CF | 106.6M | -35.2M | 22.7M | -35.1M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of ACEL are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ACEL | Accel Entertainment, Inc.(you) | $979M | 80 | STRONG BUY |
| RSI | Rush Street Interactive, Inc. | $7.3B | 87 | STRONG BUY |
| LNW.AX | Light & Wonder, Inc. | $6.0B | 49 | HOLD |
| MRDN | Meridian Holdings Inc. | $168M | 48 | HOLD |
| INSE | Inspired Entertainment, Inc. | $177M | 38 | HOLD |
| CHDN | Churchill Downs Incorporated | $6.0B | 37 | HOLD |
| DKNG | DraftKings Inc. | $11.4B | 26 | SELL |
| MYE | Myers Industries, Inc. | $1.2B | 79 | BUY |
| 1316.HK | Nexteer Automotive Group Limited | $1.2B | 79 | BUY |
| PLOW | Douglas Dynamics, Inc. | $1.2B | 76 | BUY |
Peer medians: ROE 9.9% · P/E 22.6x · Gross margin 37.5%