VICI

BuyUnloved QualityFLAG

VICI Properties Inc. · Real Estate · United States · $26.1B · Avg Vol: $230M/d

Unloved Quality: Strong and cheap, but the market has not turned yet. Patience required.

72
StockRank
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Quality
68
Value
56
Momentum
42
P/E (TTM)
9.2x
peers 23.5x
ROE
9.8%
peers 4.6%
D/E
0.6x
peers 1.1x
Dividend %
7.6%
trailing yield
AI CONVICTION THESIS

VICI Properties has good quality at Q71 but value V58 and momentum M56 both miss the all-three-above-60 path with no corroborating filing, so stage one fails.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT VICI PROPERTIES INC.

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VICI Properties Inc. (VICI) is an experiential real estate investment trust specializing in gaming and entertainment destinations. The company's competitive moat is its portfolio of high-quality, geographically diverse casino and hospitality properties, underpinned by long-term, triple-net lease agreements with leading operators. This structure provides stable, predictable revenue streams with minimal landlord responsibilities, making it a unique player in the REIT sector.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue2.6B3.6B3.8B4.0B15.5%4.1B4.2B4.4B4.3%
EPS1.272.482.562.6127.1%2.582.742.986.8%
Shares963.1M1.0B1.1B1.1B+11.0%1.1B———
Debt14.6B17.6B17.7B17.7B6.7%17.8B———
Equity21.9B25.3B26.5B27.8B8.2%————
Op CF1.9B2.2B2.4B2.5B8.9%2.6B———
Inv CF-9.3B-2.9B-922.8M-904.8M—————
Fin CF6.8B1.0B-1.5B-1.6B—————
Loading 1Y...
PRICE (1Y)-11.7%
23.2724.1525.0325.9026.7813 Aug3 Sep24 Sep
SMA 50SMA 200

Close
$23.27
RSI (14)
20.8
52-Week Range-24.6% from high
Low $23.18High $30.84

SCORE BREAKDOWN

Quality
68
ROIC
8.0%72.1
ROE
9.8%72.5
GP/Assets
8.7%69.4
Op. Margin
70.2%88.7
FCF/Assets
2.8%54.1
Piotroski
661.0
Int. Cover
4.3x49.4
D/E Ratio
0.60x60.9
Current Ratio
11.24x96.5
Value
56
P/E (TTM)
9.2x67.6
EV/EBITDA
12.1x72.0
P/FCF
20.3x33.1
P/B
0.9x48.6
P/S
6.4x30.4
Div Yield
7.6%76.2
Momentum
42
52W High %
75%35.7
RS 6M
-28%20.8
SMA 50/200
0.95x32.4
EPS Rev 4W
+2.0%86.7
EPS Rev 12W
+1.9%81.2
EPS Improve
+16%52.2
Q Growth
-39%15.4

FUNDAMENTALS

Market Cap
$26.1B
P/E (Forward)
7.9x
Gross Margin
99.3%

SECTOR PEERS

Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of VICI are excluded.

TickerCompanyMkt CapStockRankSignal
VICIVICI Properties Inc.(you)$26.1B72Buy
WPCW. P. Carey Inc.$15.1B46Hold
GNLGlobal Net Lease, Inc.$2.0B61Hold
BNLBroadstone Net Lease, Inc.$4.0B45Hold
AATAmerican Assets Trust, Inc.$1.7B63Hold
GOODGladstone Commercial Corporation$614M72Buy
CTOCTO Realty Growth, Inc.$759M66Buy
AHRTAH REALTY TRUST INC$571M70Buy
OLPOne Liberty Properties, Inc.$496M75Buy
ESRTEmpire State Realty Trust, Inc.$1.3B41Hold

Peer medians: ROE 4.6% · P/E 23.5x · Gross margin 66.9%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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VICI Properties Inc. (VICI): Stock Score Summary

VICI Properties Inc. (VICI) has a MoatMap StockRank of 72/100 based on Quality (68/100), Value (56/100), and Momentum (42/100) factor scores. The current signal is BUY. VICI Properties has good quality at Q71 but value V58 and momentum M56 both miss the all-three-above-60 path with no corroborating filing, so stage one fails.

VICI Properties Inc. (VICI) is an experiential real estate investment trust specializing in gaming and entertainment destinations. The company's competitive moat is its portfolio of high-quality, geographically diverse casino and hospitality properties, underpinned by long-term, triple-net lease agreements with leading operators. This structure provides stable, predictable revenue streams with minimal landlord responsibilities, making it a unique player in the REIT sector.

Key Financial Metrics

Price$23.27
Market Cap$26.1B
P/E (TTM)9.19
P/E (Forward)7.93
Price/Book0.90
Return on Equity9.8%
Return on Invested Capital8.0%
Debt/Equity0.60x
Gross Margin99.3%
Operating Margin70.2%
Revenue Growth5.7%
Dividend Yield7.6%
Free Cash Flow$1.3B

VICI Properties Inc. operates in the REIT - Diversified industry, part of the Real Estate sector (United States).

Frequently Asked Questions

What is VICI Properties Inc.’s (VICI) StockRank?
MoatMap’s StockRank for VICI Properties Inc. (VICI) is 72/100, with a Buy signal. It is a composite of Quality (68), Value (56), and Momentum (42) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does VICI Properties Inc. have an economic moat?
VICI Properties Inc. (VICI) has a Quality factor score of 68/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is VICI Properties Inc. a buy, hold, or sell?
MoatMap’s current signal for VICI Properties Inc. (VICI) is Buy, based on a StockRank of 72/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is VICI Properties Inc. in?
VICI Properties Inc. (VICI) operates in the Real Estate sector, specifically the REIT - Diversified industry (United States).