Tearsheet

Ballys (BALY)


Market Price (12/23/2025): $18.13 | Market Cap: $1.1 Bil
Sector: Consumer Discretionary | Industry: Casinos & Gaming

Ballys (BALY)


Market Price (12/23/2025): $18.13
Market Cap: $1.1 Bil
Sector: Consumer Discretionary
Industry: Casinos & Gaming

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Megatrend and thematic drivers
Megatrends include Markets & Betting, Experience Economy & Premiumization, and Digital Content & Streaming. Themes include Online Gaming & Betting, Show more.
Weak multi-year price returns
2Y Excs Rtn is -21%, 3Y Excs Rtn is -93%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 497%
1   Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 86%
2   Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -65%
3   Key risks
BALY key risks include [1] a crippling debt burden threatening its financial stability, Show more.
0 Megatrend and thematic drivers
Megatrends include Markets & Betting, Experience Economy & Premiumization, and Digital Content & Streaming. Themes include Online Gaming & Betting, Show more.
1 Weak multi-year price returns
2Y Excs Rtn is -21%, 3Y Excs Rtn is -93%
2 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 497%
3 Valuation getting more expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 86%
4 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -65%
5 Key risks
BALY key risks include [1] a crippling debt burden threatening its financial stability, Show more.

Valuation, Metrics & Events

BALY Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

1. Completion of the Intralot S.A. Acquisition.

In October 2025, Bally's finalized a €2.7 billion transaction with Intralot S.A., through which Intralot acquired Bally's International Interactive business and Bally's became the majority shareholder of Intralot. This strategic move significantly boosted Bally's liquidity, supported debt reduction, and was seen as repositioning the company for accelerated digital and international expansion, leading to substantial surges in its stock price, including a 23% increase on October 21 and a 17.8% rally on October 22. 2. Grant of New York City Casino License.

The New York State Gaming Commission officially granted Bally's a license in December 2025 to develop and operate a casino-hotel at Ferry Point Park in the Bronx. This decision was viewed as a significant regulatory milestone for Bally's expansion, particularly in one of the most lucrative yet untapped gaming markets globally, causing Bally's stock to jump by 6.3% immediately following the announcement. Show more

Stock Movement Drivers

Fundamental Drivers

The 66.8% change in BALY stock from 9/22/2025 to 12/22/2025 was primarily driven by a 63.9% change in the company's P/S Multiple.
922202512222025Change
Stock Price ($)10.8718.1366.79%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2489.532531.591.69%
P/S Multiple0.260.4363.88%
Shares Outstanding (Mil)60.6960.640.08%
Cumulative Contribution66.79%

LTM = Last Twelve Months as of date shown

Market Drivers

9/22/2025 to 12/22/2025
ReturnCorrelation
BALY66.8% 
Market (SPY)2.7%15.2%
Sector (XLY)1.9%20.7%

Fundamental Drivers

The 74.7% change in BALY stock from 6/23/2025 to 12/22/2025 was primarily driven by a 110.7% change in the company's P/S Multiple.
623202512222025Change
Stock Price ($)10.3818.1374.66%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2450.482531.593.31%
P/S Multiple0.210.43110.67%
Shares Outstanding (Mil)48.6660.64-24.61%
Cumulative Contribution64.08%

LTM = Last Twelve Months as of date shown

Market Drivers

6/23/2025 to 12/22/2025
ReturnCorrelation
BALY74.7% 
Market (SPY)14.4%16.7%
Sector (XLY)14.3%22.7%

Fundamental Drivers

The 2.0% change in BALY stock from 12/22/2024 to 12/22/2025 was primarily driven by a 24.7% change in the company's P/S Multiple.
1222202412222025Change
Stock Price ($)17.7818.131.97%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2481.782531.592.01%
P/S Multiple0.350.4324.73%
Shares Outstanding (Mil)48.6060.64-24.78%
Cumulative Contribution-4.29%

LTM = Last Twelve Months as of date shown

Market Drivers

12/22/2024 to 12/22/2025
ReturnCorrelation
BALY2.0% 
Market (SPY)16.9%25.5%
Sector (XLY)7.8%21.1%

Fundamental Drivers

The -6.5% change in BALY stock from 12/23/2022 to 12/22/2025 was primarily driven by a -12.5% change in the company's P/S Multiple.
1223202212222025Change
Stock Price ($)19.3918.13-6.50%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)2226.682531.5913.69%
P/S Multiple0.500.43-12.54%
Shares Outstanding (Mil)57.0260.64-6.34%
Cumulative Contribution-6.87%

LTM = Last Twelve Months as of date shown

Market Drivers

12/23/2023 to 12/22/2025
ReturnCorrelation
BALY26.0% 
Market (SPY)47.7%22.4%
Sector (XLY)38.4%19.8%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
BALY Return97%-24%-49%-28%28%-1%-31%
Peers Return115%-7%-37%51%-15%-1%60%
S&P 500 Return16%27%-19%24%23%17%113%

Monthly Win Rates [3]
BALY Win Rate67%42%42%50%50%50% 
Peers Win Rate57%47%37%55%43%62% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
BALY Max Drawdown-70%-33%-52%-60%-30%-51% 
Peers Max Drawdown-64%-29%-51%-10%-27%-30% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: CZR, PENN, DKNG, MGM, WYNN.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/22/2025 (YTD)

How Low Can It Go

Unique KeyEventBALYS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-89.4%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven847.6%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-74.4%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven290.5%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven241 days148 days

Compare to CHDN, BYD, MCRI, FLL, LVS

In The Past

Ballys's stock fell -89.4% during the 2022 Inflation Shock from a high on 3/25/2021. A -89.4% loss requires a 847.6% gain to breakeven.

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About Ballys (BALY)

Bally's Corporation, a gaming, hospitality, and entertainment company, engages in casinos and resorts, and online gaming businesses in the United States. The company operates through three segments: Casinos & Resorts, North America Interactive, and International Interactive. It offers physical and interactive entertainment and gaming experiences, including traditional casino offerings, iCasino, online bingo games, sportsbook, daily fantasy sports, and free-to-play games. The company owns and manages Twin River Hotel in Lincoln, Rhode Island; Tiverton Casino & Hotel in Tiverton, Rhode Island; Dover Casino Resort in Dover, Delaware; Atlantic City Casino Resort in Atlantic City, New Jersey; Evansville Casino & Hotel in Evansville, Indiana; Hard Rock Hotel & Casino in Biloxi, Mississippi; Vicksburg Casino in Vicksburg, Mississippi; Kansas City Casino in Kansas City, Missouri; Black Hawk hotel in Black Hawk, Colorado; Shreveport Casino & Hotel in Shreveport, Louisiana; Lake Tahoe Casino Resort in Lake Tahoe, Nevada; Quad Cities Casino & Hotel in Rock Island, Illinois; and Arapahoe Park in Aurora, Colorado. As of December 31, 2021, it owned and operated 14 casinos that comprise 14,900 slot machines, 500 game tables, and 3,900 hotel rooms, as well as a horse racetrack across ten states. The company was formerly known as Twin River Worldwide Holdings, Inc. and changed its name to Bally's Corporation in November 2020. Bally's Corporation was incorporated in 2004 and is headquartered in Providence, Rhode Island.

AI Analysis | Feedback

Here are 1-3 brief analogies for Bally's (BALY):

  • A diversified casino and resort company, similar to a regional Caesars Entertainment.
  • A casino company that also operates its own sports betting and online gaming platform, much like MGM Resorts with BetMGM.

AI Analysis | Feedback

Here are the major services provided by Bally's Corporation:
  • Casino Gaming: Operation of land-based casinos featuring slot machines, table games, and poker rooms.
  • Hotel Accommodations: Provision of hotel rooms and suites, primarily integrated with their casino resorts, for guests.
  • Food & Beverage: Offering various dining experiences, including restaurants, bars, and lounges within its properties.
  • Live Entertainment & Events: Hosting concerts, shows, and other performances, alongside providing convention and meeting facilities.
  • Online Gaming & Sports Betting: Digital platforms for online casino games (iGaming) and sports wagering, primarily under the Bally Bet brand.

AI Analysis | Feedback

Bally's Corporation (symbol: BALY) sells primarily to individuals.

The up to three major categories of customers that Bally's serves are:

  1. On-Premise Casino & Resort Guests: Individuals who visit Bally's physical properties across the United States for gaming, hotel stays, dining, entertainment, and other leisure activities. This category includes both tourists and local patrons seeking entertainment and hospitality services.
  2. Online Sports Betting & iGaming Users: Individuals who engage with Bally's digital platforms (such as Bally Bet for sports wagering and Bally Casino for online casino games) in jurisdictions where these services are legal. These customers participate in online gambling from their personal devices.

AI Analysis | Feedback

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AI Analysis | Feedback

Robeson Reeves, Chief Executive Officer

Robeson Reeves was appointed CEO of Bally's Corporation in March 2023. He joined Bally's in October 2021 as President of its Interactive division, a role he assumed following Bally's acquisition of Gamesys. Reeves had been with Gamesys since 2005, where he held various leadership positions including Chief Operating Officer and Director of Gaming Operations. He earned a Bachelor of Science in Statistics, Operations Research, and Management Studies from University College, London, in 2005.

Marcus Glover, Executive Vice President and Chief Financial Officer

Marcus Glover was appointed Executive Vice President and Chief Financial Officer of Bally's in May 2023. He brings over 20 years of experience in the hospitality and gaming industry. Prior to joining Bally's, he served as President and Chief Operating Officer of both the Borgata Hotel Casino and Spa in Atlantic City, New Jersey, and the Beau Rivage Resort and Casino in Biloxi, Mississippi. Glover also held senior executive positions with Caesars Entertainment. From October 2021 to May 2023, he was the Chief Strategy Officer for QPSI LLC, a supply chain solutions and contract packaging company. He holds an M.B.A. from The Duke University Fuqua School of Business and a B.A. in Business Administration, Finance from Morehouse College.

Jaymin B. Patel, Vice Chairman of the Board

Jaymin B. Patel was appointed Vice Chairman of Bally's Board of Directors in May 2023. He has over 25 years of global experience in the gaming business, including numerous public company executive and governance roles. Patel served as Chief Executive Officer and Director of Brightstar Corporation, a global wireless device services company backed by Softbank, from 2015 to 2018. His previous roles include President and Chief Executive Officer of GTECH Corporation (now IGT) from 2007 to 2015, and Chief Financial Officer and Senior Vice President of GTECH Holdings Corporation from 2000 to 2006. He also served as CFO of Lottomatica SpA from 2006 to 2007. Patel is a chartered accountant and holds a degree from Birmingham City University (UK).

George T. Papanier, President

George T. Papanier serves as the President of Bally's Corporation.

AI Analysis | Feedback

The public company Bally's (symbol: BALY) faces several key risks to its business, primarily stemming from its significant debt burden, challenges with its Chicago casino project, and broader operational and competitive pressures.

  1. High Debt Burden and Financial Strain: Bally's operates with a substantial debt load, which has led to high interest costs and concerns about its overall financial stability and liquidity. As of March 2025, long-term debt stood at $6.68 billion, with a precarious 8.23x leverage ratio. The company's financial health has been described as its "Achilles' heel". Credit rating agencies have downgraded Bally's due to these high debt levels and concerns over execution risk. Analysts have also noted a concerning current ratio of 0.49 and a negative free cash flow yield, indicating potential liquidity challenges. The Altman Z-Score of 0.13 places the company in a distress zone, implying a potential risk of bankruptcy. This high leverage limits financial flexibility, increases interest expenses, and makes the company more vulnerable to economic downturns.

  2. Execution Risks and Financial Hurdles of the Chicago Casino Project: The development of Bally's $1.7 billion Chicago casino project at 777 W. Chicago Ave., scheduled to open in September 2026, presents significant risks. These include unresolved funding gaps and potential cost overruns. The temporary casino's financial performance has consistently fallen below expectations, with its revenue in February 2025 marking its lowest monthly intake in over a year. The project also faces challenges from a saturated gaming market in Chicago, a higher-than-average gaming tax rate, and legal challenges related to its planned initial public offering (IPO) that aims to sell shares exclusively to women and minority investors, which has faced discrimination claims and SEC approval delays. Delays or difficulties in securing property tax breaks further complicate its financial outlook.

  3. Operational Challenges and Market Competition: Bally's has experienced underperformance and revenue declines in its Casino & Resort (land-based casino) segment, contributing to its overall financial challenges. The company's expansion strategy, which includes mergers and acquisitions, introduces integration complexities and uncertainties in the timing and financing of growth projects. Moreover, Bally's faces intense competitive pressures in both traditional and online gaming markets. The U.S. iGaming market is projected to grow, but execution risks in multi-state iGaming platforms and global scale via Intralot remain. Regulatory hurdles and potential delays in approvals for strategic transactions, such as the Intralot merger, could further strain liquidity.

AI Analysis | Feedback

Increasing market dominance and escalating customer acquisition costs in the online sports betting and iGaming sector.

This threat is driven by highly capitalized competitors such as DraftKings, FanDuel, BetMGM, and Caesars Sportsbook, which are rapidly consolidating market share and engaging in aggressive marketing spend. As the nascent US online gaming market matures, these dominant players are creating an environment where the cost of customer acquisition and retention becomes prohibitively expensive for smaller operators like Bally's digital division (Bally Bet and iGaming platforms).

The clear emerging threat is that Bally's will find it increasingly difficult to achieve significant market share or sustained profitability in its digital segment. This could lead to its substantial investments in the digital space being rendered ultimately unviable or requiring continuous, heavy losses to maintain a presence, thereby eroding overall company value. Evidence for this trend is visible in current market share reports, the immense advertising expenditures by market leaders, and the persistent challenges faced by smaller players in gaining meaningful traction or becoming profitable.

AI Analysis | Feedback

Bally's Corporation (BALY) operates across several key segments, including land-based casinos and resorts, online sports betting, iGaming (online casino), and lottery management and services. The addressable market sizes for their main products and services are detailed below:

  • Casinos & Resorts: The U.S. casino gaming market is projected to grow from an estimated USD 99.0 billion in 2024 to USD 222 billion by 2035, at a compound annual growth rate (CAGR) of 7.61% from 2025 to 2035.

  • Online Sports Betting (Bally Bet): The U.S. sports betting market was estimated at USD 17.94 billion in 2024 and is expected to grow to USD 33.18 billion by 2030, exhibiting a CAGR of 10.9% from 2025 to 2030. More specifically, the U.S. online sports betting market is projected to reach a valuation of USD 16 billion by 2032, with a CAGR of 12.2% from 2023.

  • iGaming/Online Casino (Bally Casino, Gamesys Group):

    • Global: The global online gambling market, which includes iGaming, was estimated at USD 78.66 billion in 2024 and is projected to reach USD 153.57 billion by 2030, with a CAGR of 11.9% from 2025 to 2030. Another estimate for the global iGaming market pegs its value at approximately USD 100 billion as of mid-2024.
    • U.S.: The U.S. online gambling market size was estimated at USD 12.68 billion in 2024 and is expected to reach USD 22.19 billion by 2030, growing at a CAGR of 9.8% from 2025 to 2030.

  • Lottery Management and Services (Intralot S.A. stake): The overall global lottery market size was estimated at USD 120.5 billion in 2024 and is projected to increase to USD 167.8 billion by 2030, with a CAGR of 5.7%.

AI Analysis | Feedback

Here are 3-5 expected drivers of future revenue growth for Bally's (BALY) over the next 2-3 years:

  1. North America Interactive Expansion (iGaming and Sports Betting): Bally's is heavily focused on growing its North America Interactive segment, which includes its Bally Bet online sports betting platform and iGaming operations. This segment has shown significant year-over-year revenue growth. The company plans to continue launching Bally Bet in additional states and expanding its iGaming presence in markets like Rhode Island, Pennsylvania, and New Jersey. Bally's launched the Bally Bet Casino app in Rhode Island in March 2024, becoming the sole iGaming provider in the state.

  2. Bally's Chicago Casino Project: The development of the permanent Bally's Chicago casino is a cornerstone of the company's growth strategy. Construction is underway, with completion expected in September 2026. This flagship project is anticipated to become a major revenue driver, featuring a large number of slots and table games, a hotel, entertainment venues, and food and beverage options. The temporary Chicago casino is already operational and contributing to revenue.

  3. Integration of Strategic Acquisitions (Casinos & Resorts): Bally's has been actively expanding its land-based casino portfolio through strategic acquisitions. For example, the addition of four regional gaming properties from The Queen Casino & Entertainment in early 2025 is expected to drive growth and operational efficiencies within the Casinos & Resorts segment. The company's strategy involves leveraging these acquisitions to diversify its geographic presence and enhance its market position.

  4. Redevelopment of Tropicana Las Vegas Site: Although the Tropicana Las Vegas casino has closed, the redevelopment of its site presents a significant long-term growth opportunity for Bally's. This initiative involves preparing the site for potential future developments, including a new baseball stadium for the A's franchise and a broader Bally's resort.

  5. Growth in UK Online Market: While Bally's has undergone a strategic shift with its International Interactive business, including the sale of its International Interactive segment to Intralot, its UK online operations have consistently demonstrated robust revenue growth. The company's UK business has been driven by increased active customer levels and strong average revenue per user metrics. Bally's also retains a significant equity stake in Intralot following the transaction, which could provide indirect revenue opportunities.

AI Analysis | Feedback

Share Repurchases

  • Bally's paid $223.1 million for share repurchases in 2020.
  • In October 2021, Bally's Corporation announced an increase in its share repurchase authorization to $350 million.

Share Issuance

  • In April 2021, Bally's issued 12.65 million shares of common stock in a public offering, generating net proceeds of approximately $671.4 million.
  • Approximately 30.5 million shares of common stock are anticipated to be issued to stockholders and warrant holders of Casino Queen pursuant to a merger agreement, resulting in approximately 48.4 million total pro forma shares of common stock outstanding upon completion of the transaction in Q1 2025.
  • Bally's Chicago successfully completed its first Community Investment Program in August 2025, which included an initial public offering aiming to raise $250 million for the Chicago casino and resort project.

Inbound Investments

  • Bally's secured $2 billion in funding from Gaming and Leisure Properties Inc. (GLPI) for the Chicago casino project in 2024.
  • In September 2025, Bally's received unanimous consent from revolver lenders for a $735 million sale and leaseback of its Twin River Lincoln Casino Resort to Gaming and Leisure Properties Inc.

Outbound Investments

  • Bally's acquired Gamesys Group plc for approximately $2.7 billion in 2021, significantly expanding its interactive division.
  • In April 2025, Bally's committed to an AUD $200 million strategic capital investment in Star Entertainment Group, a leading Australian entertainment and gaming company; AUD $67 million of this investment was funded in April 2025.

Capital Expenditures

  • Capital expenditures were $15.3 million in 2020, with plans to exceed this in 2021, including a planned redevelopment project of approximately $40 million at Casino KC and an estimated $120 million for a Pennsylvania casino project.
  • Bally's plans to invest approximately $90 million in its Bally's Atlantic City property over a span of five years to refurbish and upgrade facilities and expand amenities.
  • Capital expenditures, excluding the development of the Bally's Chicago permanent facility, are expected to be relatively flat in 2025 compared to 2024, focusing on generating cash flows for long-term growth opportunities.

Trade Ideas

Select ideas related to BALY. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BBWI_11302025_Dip_Buyer_1M_Insider_Buying_GTE_1Mil_EBITp+DE11302025BBWIBath & Body WorksDip BuyDB | Insider Buys | Low D/EDip Buy with Strong Insider Buying
Buying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
13.7%13.7%0.0%
HRB_11262025_Dip_Buyer_FCFYield11262025HRBH&R BlockDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
5.8%5.8%-0.1%
LRN_11262025_Dip_Buyer_FCFYield11262025LRNStrideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
3.6%3.6%-4.4%
ABNB_11212025_Dip_Buyer_FCFYield11212025ABNBAirbnbDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
18.4%18.4%0.0%
MTN_11212025_Dip_Buyer_FCFYield11212025MTNVail ResortsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
11.9%11.9%-1.6%

Recent Active Movers

More From Trefis

Peer Comparisons for Ballys

Peers to compare with:

Financials

BALYCZRPENNDKNGMGMWYNNMedian
NameBallys Caesars .PENN Ent.DraftKin.MGM Reso.Wynn Res. 
Mkt Price18.1325.0214.7634.9037.55125.9829.96
Mkt Cap1.15.22.117.310.213.07.7
Rev LTM2,53211,3696,8245,45817,2797,1116,967
Op Inc LTM672,061225-3071,3711,453798
FCF LTM-379-2125321,369737532
FCF 3Y Avg-306-51781,396746306
CFO LTM-1,3075046682,5461,3541,307
CFO 3Y Avg-1,4694452032,4501,2101,210

Growth & Margins

BALYCZRPENNDKNGMGMWYNNMedian
NameBallys Caesars .PENN Ent.DraftKin.MGM Reso.Wynn Res. 
Rev Chg LTM1.9%0.9%8.2%18.5%0.1%-0.3%1.4%
Rev Chg 3Y Avg9.1%2.5%2.3%45.2%11.5%25.0%10.3%
Rev Chg Q6.8%-0.2%4.8%4.4%1.6%8.3%4.6%
QoQ Delta Rev Chg LTM1.7%-0.0%1.2%0.9%0.4%2.0%1.0%
Op Mgn LTM2.6%18.1%3.3%-5.6%7.9%20.4%5.6%
Op Mgn 3Y Avg3.4%20.5%4.9%-15.5%6.3%16.1%5.6%
QoQ Delta Op Mgn LTM0.2%-1.2%-0.3%0.5%-0.7%2.2%-0.1%
CFO/Rev LTM-11.5%7.4%12.2%14.7%19.0%12.2%
CFO/Rev 3Y Avg-12.9%6.7%3.0%14.8%18.0%12.9%
FCF/Rev LTM-3.3%-3.1%9.7%7.9%10.4%7.9%
FCF/Rev 3Y Avg-2.7%-0.8%0.1%8.4%11.1%2.7%

Valuation

BALYCZRPENNDKNGMGMWYNNMedian
NameBallys Caesars .PENN Ent.DraftKin.MGM Reso.Wynn Res. 
Mkt Cap1.15.22.117.310.213.07.7
P/S0.40.50.33.20.61.80.5
P/EBIT-6.42.4-4.8-70.712.610.1-1.2
P/E-1.7-21.5-2.3-64.8146.925.7-2.0
P/CFO-4.04.226.04.09.64.2
Total Yield-60.5%-4.7%-42.7%-1.5%0.7%5.3%-3.1%
Dividend Yield0.0%0.0%0.0%0.0%0.0%1.4%0.0%
FCF Yield 3Y Avg-4.0%-2.6%0.2%12.5%6.6%4.0%
D/E5.14.85.30.13.00.93.9
Net D/E5.04.65.00.02.80.83.7

Returns

BALYCZRPENNDKNGMGMWYNNMedian
NameBallys Caesars .PENN Ent.DraftKin.MGM Reso.Wynn Res. 
1M Rtn3.7%17.4%7.0%16.4%15.4%5.3%11.2%
3M Rtn66.8%-2.8%-23.0%-20.4%8.9%0.2%-1.3%
6M Rtn74.7%-12.2%-13.7%-15.8%12.9%41.1%0.4%
12M Rtn2.0%-23.8%-20.7%-13.5%9.9%43.0%-5.8%
3Y Rtn-6.5%-41.9%-51.6%202.7%11.0%60.6%2.3%
1M Excs Rtn3.9%20.5%2.1%15.1%16.9%2.4%9.5%
3M Excs Rtn65.3%-8.6%-28.6%-22.7%4.7%-4.3%-6.4%
6M Excs Rtn68.4%-28.4%-28.5%-31.4%-3.1%26.2%-15.8%
12M Excs Rtn-14.9%-43.3%-37.1%-27.1%-6.0%26.3%-21.0%
3Y Excs Rtn-92.7%-124.7%-131.7%99.8%-72.9%-24.0%-82.8%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Casinos & Resorts1,3631,228 373 
International Interactive973946   
North America Interactive11382   
Corporate & Other    9
Mid-Atlantic    81
Rhode Island    306
Southeast    127
Total2,4492,256 373524


Price Behavior

Price Behavior
Market Price$18.13 
Market Cap ($ Bil)1.1 
First Trading Date03/29/2019 
Distance from 52W High-6.8% 
   50 Days200 Days
DMA Price$16.80$12.86
DMA Trendindeterminateup
Distance from DMA7.9%41.0%
 3M1YR
Volatility82.4%96.3%
Downside Capture-82.9630.70
Upside Capture177.4327.72
Correlation (SPY)15.5%25.4%
BALY Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta1.130.580.790.751.181.29
Up Beta2.16-1.52-1.610.352.271.89
Down Beta5.335.493.983.120.941.04
Up Capture-55%98%175%67%18%65%
Bmk +ve Days12253873141426
Stock +ve Days7213262112347
Down Capture73%-257%-142%-114%47%105%
Bmk -ve Days7162452107323
Stock -ve Days12202960123372

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of BALY With Other Asset Classes (Last 1Y)
 BALYSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return2.2%3.1%14.7%67.3%6.8%-0.5%-16.6%
Annualized Volatility95.5%24.7%19.7%19.3%15.2%17.6%35.4%
Sharpe Ratio0.430.070.572.540.23-0.18-0.25
Correlation With Other Assets 20.8%25.2%-2.8%13.8%22.1%8.5%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of BALY With Other Asset Classes (Last 5Y)
 BALYSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-16.3%10.2%15.0%18.9%11.8%5.1%35.8%
Annualized Volatility66.1%23.8%17.1%15.5%18.7%18.9%48.9%
Sharpe Ratio-0.000.390.710.980.510.180.63
Correlation With Other Assets 34.6%36.1%4.2%12.2%34.1%16.6%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of BALY With Other Asset Classes (Last 10Y)
 BALYSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-7.0%13.3%14.9%14.9%6.7%5.5%69.9%
Annualized Volatility69.1%22.0%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio0.190.560.710.840.300.230.90
Correlation With Other Assets 42.4%42.5%5.7%18.6%42.8%18.3%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date11282025
Short Interest: Shares Quantity452,821
Short Interest: % Change Since 111520253.0%
Average Daily Volume100,768
Days-to-Cover Short Interest4.49
Basic Shares Quantity60,636,000
Short % of Basic Shares0.7%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/10/2025-4.0%-14.0%-17.3%
8/11/20251.6%-3.3%-0.3%
3/5/2025-3.5%40.4%-4.3%
11/6/20240.4%0.9%0.7%
7/31/2024-0.5%-1.3%-0.5%
5/1/2024-1.2%-2.3%-7.7%
2/21/20242.0%2.4%31.2%
11/1/2023-14.8%-1.8%26.3%
...
SUMMARY STATS   
# Positive478
# Negative151211
Median Positive1.8%9.7%6.6%
Median Negative-3.5%-4.4%-4.3%
Max Positive2.0%40.4%35.3%
Max Negative-14.8%-24.8%-49.5%

SEC Filings

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Report DateFiling DateFiling
93020251112202510-Q 9/30/2025
6302025811202510-Q 6/30/2025
12312024317202510-K 12/31/2024
93020241108202410-Q 9/30/2024
6302024802202410-Q 6/30/2024
3312024503202410-Q 3/31/2024
12312023315202410-K 12/31/2023
93020231103202310-Q 9/30/2023
6302023803202310-Q 6/30/2023
3312023509202310-Q 3/31/2023
12312022301202310-K 12/31/2022
93020221109202210-Q 9/30/2022
6302022804202210-Q 6/30/2022
3312022505202210-Q 3/31/2022
12312021808202210-K 12/31/2021
93020211109202110-Q 9/30/2021