Boyd Gaming Corporation (BYD) vs Las Vegas Sands Corp. (LVS)

Boyd Gaming Corporation and Las Vegas Sands Corp. are both Resorts & Casinos companies. Las Vegas Sands Corp. is the larger, with a market value of $25.2B against $5.2B — 4.8× the size. Boyd Gaming Corporation trades at the lower P/E: 3.1× against 15.1×. Las Vegas Sands Corp. grew revenue faster over the last twelve months: 18.1% against 1.75%. Boyd Gaming Corporation has the higher net margin (44.3% vs 12.6%) and the lower return on invested capital (8.77% vs 14.4%). Both pay a dividend; Las Vegas Sands Corp. yields more (1.27% vs 0.97%). Across the 22 metrics below, Boyd Gaming Corporation leads on 12 and Las Vegas Sands Corp. on 10.

Valuation

Metric BYD LVS Resorts & Casinos median
P/E 3.14 15.10 18.52
P/S 1.30 1.86 0.54
P/B 2.13 28.41 2.13
Price to free cash flow 151.99 9.39 13.62
EV/EBITDA 7.41 8.25 9.18
EV/Sales 1.87 2.72 1.80
Earnings yield 31.90% 6.62% 1.69%
Free cash flow yield 0.66% 10.64% 6.51%

Profitability

Metric BYD LVS Resorts & Casinos median
Gross margin 49.00% 48.52% 50.85%
Operating margin 16.37% 21.49% 10.41%
Net margin 44.34% 12.59% 1.28%
Free cash flow margin 0.86% 19.78% 4.23%
Return on equity 93.36% 108.65% 5.28%
Return on assets 27.44% 8.27% 0.57%
Return on invested capital 8.77% 14.41% 5.61%

Growth

Metric BYD LVS Resorts & Casinos median
Revenue growth (TTM) 1.75% 18.11% 2.76%
EPS growth (last fiscal year) 264.46% 19.90% —
Revenue growth, 5-year CAGR 13.44% 34.66% 24.21%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BYD LVS Resorts & Casinos median
Debt to equity 1.05 17.01 1.94
Current ratio 0.77 1.00 0.91
Net debt to EBITDA 1.59 2.70 3.08

Dividend

Metric BYD LVS Resorts & Casinos median
Dividend yield 0.97% 1.27% 1.27%
Payout ratio 0.09 0.00 0.00

Size

Metric BYD LVS Resorts & Casinos median
Market cap 5.22b 25.24b 2.43b

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