What changed
$WYNN — ADD 📊
Wynn Resorts, Limited designs, develops, and operates integrated resorts. It operates in four segments: Wynn Palace, Wynn Macau, Las Vegas Operations, and Encore Boston Harbor.
🎯 Q1 FY26 | Rev $2B | EPS $1.25 vs $1.18 🟢
💡 The market prices Wynn as if Macau recovery is plateauing, but high-end Chinese consumption remains robust, and Wynn's premium positioning should drive above-peer growth. Consensus expects modest EBITDAR growth, but Q1 shows accelerating trends.
📉 Reward/Risk: 1.8:1
🏢 Business Quality: 7/10 - Strong brand and premium assets in key markets, but highly exposed to macro and regulatory risks in China.
📊 Valuation: fair - At ~10x EV/EBITDAR, in line with peers but below 12-14x historical recovery multiples, reflecting China risk.
🔮 Catalyst: Q2 2026 earnings report expected August 2026
📊 Our read: ADD. Full analysis →
https://stockduty.xyz/s/WYNN0621
Also in play: $LVS $MGM $CZR $PENN $DKNG $SCI
Why it matters
Wynn Resorts, Limited designs, develops, and operates integrated resorts. It operates in four segments: Wynn Palace, Wynn Macau, Las Vegas Operations, and Encore Boston Harbor.