StockData

Boyd Gaming vs Red Rock Resorts

BYD and RRR side by side, both in hotels and motels. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.

How BYD and RRR compare

Boyd Gaming and Red Rock Resorts are about the same size, with market caps of $5.5B and $5.1B.

On earnings, Boyd Gaming is cheaper: it trades at 11.7× trailing earnings, against 29.3× for Red Rock Resorts.

Red Rock Resorts grew revenue faster over the last twelve months (1.1% versus 0.33% for Boyd Gaming).

Boyd Gaming keeps more of each dollar of sales as profit, with a net margin of 12.3% compared with 5.8% at Red Rock Resorts.

Both pay dividends: Boyd Gaming yields 1.0% and Red Rock Resorts 2.1%.

Boyd Gaming scores higher on the StockData Score (15 against 5 for Red Rock Resorts), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.

Key numbers

A dot marks the better figure where higher or lower is clearly better.

MetricBYDRRR
Size and price
Market cap$5.5B$5.1B
Share price$77.24$48.86
Change, 1 year−4.5%−16.1%
Change, 5 years29.3%−3.6%
Beta (5Y)0.911.12
Employees16K9,500
StockData Score
Total score15 (better)5
Valuation score5 (better)0
Growth score1 (better)0
Performance score34 (better)
Health score3 (better)0
Dividend score3 (better)1
Valuation
P/E11.7× (better)29.3×
P/S1.3× (better)2.5×
P/B2.2× (better)31.2×
EV/EBITDA7.2× (better)13.0×
P/FCF–101×
PEG0.21–
FCF yield−0.29%0.99% (better)
Fair value$108.36$34.77
Margin of safety28.7% (better)−40.5%
Growth
Revenue growth (TTM)0.33%1.1% (better)
Revenue growth, 5Y average13.4% (better)11.2%
Net income growth (TTM)−73.2%−38.6% (better)
EPS growth (TTM)−71.1%−41.0% (better)
Profitability
Operating margin17.8%22.3% (better)
Net margin12.3% (better)5.8%
FCF margin−0.38%2.5% (better)
Return on equity19.6%60.8% (better)
Return on invested capital13.0% (better)10.7%
Financial health
Debt / equity1.09 (better)22.61
Net debt / EBITDA2.17 (better)5.29
Interest coverage6.1× (better)2.3×
Current ratio0.330.84 (better)
Altman Z-score2.09 (better)1.56
Piotroski F-score67 (better)
Dividends and buybacks
Dividend yield1.0%2.1% (better)
Payout ratio11.5%104%
Years of dividend growth3–
Buyback yield12.1% (better)2.2%
Shareholder yield13.1% (better)4.3%
Ownership
Held by institutions77.1%50.9%
Held by insiders12.8%44.8%
Insider net buying, 12 months−$24.8M−$3.0M (better)
Short interest, % of float7.2%6.9%

Go deeper

For information only, not investment advice. Check the source filings before relying on any figure.