Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BYD
BuyUnloved QualityFLAGBoyd Gaming Corporation · Consumer Cyclical · United States · $5.8B · Avg Vol: $62M/d
Boyd Gaming clears the leg floors and has a very large buyback retiring 8.48% of shares outstanding, powerful corroboration. Insiders sold 0.28% with no offsetting purchases, net selling, which is adverse, so stage two blocks approval.
COMPANY DESCRIPTION
Boyd Gaming Corporation is a diversified casino entertainment company that owns and operates gaming properties in Nevada, Illinois, Indiana, Iowa, Kansas, Louisiana, Mississippi, Missouri, Ohio, and Pennsylvania. Its competitive strength lies in its portfolio of strategically located casinos, a loyal customer base cultivated through its B Connected loyalty program, and a focus on regional, convenience-oriented gaming markets. Boyd Gaming is a significant regional operator, balancing gaming with complementary amenities to maximize customer engagement.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 3.6B | 3.7B | 3.9B | 4.1B | 4.8% | 4.1B | 4.1B | 4.2B | 1.2% |
| EPS | 5.87 | 6.12 | 6.19 | 22.56 | 56.6% | 22.54 | 21.65 | 23.67 | 2.4% |
| Shares | 102.8M | 96.8M | 86.2M | 76.4M | -25.7% | 72.7M | — | — | — |
| Debt | 3.9B | 3.7B | 3.9B | 2.7B | -11.4% | 3.3B | — | — | — |
| Equity | 1.6B | 1.7B | 1.6B | 2.6B | 17.9% | — | — | — | — |
| Op CF | 976.1M | 914.5M | 957.1M | 976.7M | 0.0% | 626.1M | — | — | — |
| Inv CF | -422.3M | -264.3M | -433.9M | 1.0B | — | — | — | — | — |
| Fin CF | -615.9M | -637.2M | -509.5M | -2.0B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of BYD are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BYD | Boyd Gaming Corporation(you) | $5.8B | 74 | Buy |
| RRR | Red Rock Resorts, Inc. | $5.8B | 59 | Hold |
| CZR | Caesars Entertainment, Inc. | $6.1B | 54 | Hold |
| VAC | Marriott Vacations Worldwide Corporation | $3.8B | 51 | Hold |
| MTN | Vail Resorts, Inc. | $5.1B | 43 | Hold |
| MCRI | Monarch Casino & Resort, Inc. | $2.2B | 90 | Strong Buy |
| WYNN | Wynn Resorts, Limited | $9.8B | 44 | Hold |
| MGM | MGM Resorts International | $10.8B | 38 | Hold |
| HGV | Hilton Grand Vacations Inc. | $3.4B | 27 | Sell |
| LVS | Las Vegas Sands Corp. | $29.2B | 42 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.5%