$MTN — BUY 📊

$MTN — BUY 📊 Vail Resorts, Inc., together with its subsidiaries, operates mountain resorts and regional ski areas in the United States and internationally. 🎯 Q1 FY26 | Rev $1B | EPS $8.81 vs $8.96 🔴 💡 Consensus sees a miss and potential demand softening; our variant view is that the miss is almost entirely explained by disclosed one-time costs ($0.15/share impact), and that the transformation plan will drive 50-100bps of EBITDA margin uplift by FY2027. The market is embedding zero benefit from the restructuring. 📉 Reward/Risk: 3.1:1 🏢 Business Quality: 7/10 📊 Valuation: cheap; FY2026 P/E 16.4x vs. 5-yr median 21.3x, EV/EBITDA 9.6x vs. historical 11-13x range; FCF yield ~7% supports downside cushion. 🔮 Catalyst: Fiscal 2027 season pass sales update (early-bird deadline results) 💰 Entry: $144.78, stop $135, target $175 📊 Our read: BUY. Full analysis → https://stockduty.xyz/s/MTN0620

Vail Resorts, Inc., together with its subsidiaries, operates mountain resorts and regional ski areas in the United States and internationally.