Tearsheet

Golden Entertainment (GDEN)


Market Price (12/23/2025): $27.0 | Market Cap: $706.5 Mil
Sector: Consumer Discretionary | Industry: Casinos & Gaming

Golden Entertainment (GDEN)


Market Price (12/23/2025): $27.0
Market Cap: $706.5 Mil
Sector: Consumer Discretionary
Industry: Casinos & Gaming

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


0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%
Weak multi-year price returns
2Y Excs Rtn is -74%, 3Y Excs Rtn is -102%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 64%
1 Attractive yield
Dividend Yield is 3.8%, FCF Yield is 7.7%
  Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 130x
2 Low stock price volatility
Vol 12M is 48%
  Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -16%, Rev Chg QQuarterly Revenue Change % is -4.0%
3 Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization. Themes include Gaming & Casino Operations, and Hospitality & Resorts.
  Key risks
GDEN key risks include [1] high sensitivity to economic downturns impacting discretionary spending, Show more.
0 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 15%
1 Attractive yield
Dividend Yield is 3.8%, FCF Yield is 7.7%
2 Low stock price volatility
Vol 12M is 48%
3 Megatrend and thematic drivers
Megatrends include Experience Economy & Premiumization. Themes include Gaming & Casino Operations, and Hospitality & Resorts.
4 Weak multi-year price returns
2Y Excs Rtn is -74%, 3Y Excs Rtn is -102%
5 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 64%
6 Expensive valuation multiples
P/EPrice/Earnings or Price/(Net Income) is 130x
7 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -12%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -16%, Rev Chg QQuarterly Revenue Change % is -4.0%
8 Key risks
GDEN key risks include [1] high sensitivity to economic downturns impacting discretionary spending, Show more.

Valuation, Metrics & Events

GDEN Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Here are the key points explaining the 10.8% movement in Golden Entertainment (GDEN) stock from approximately August 31, 2025, to December 23, 2025: **1. Definitive Agreement for Acquisition Announced.** On November 6, 2025, Golden Entertainment announced it had entered into a definitive agreement to be acquired by its CEO, Blake L. Sartini, and his affiliates. **2. Substantial Acquisition Premium for Shareholders.** The acquisition deal valued Golden Entertainment at $30.00 per share, which represented a significant 41% premium to the company's closing share price on November 5, 2025. This premium immediately drove a surge in the stock price. **3. Strategic Sale-Leaseback Transaction with VICI Properties.** As an integral part of the acquisition, Golden Entertainment would sell seven of its casino real estate assets to VICI Properties Inc. in a sale-leaseback transaction. This strategic move provided substantial capital and a clear path for the operating assets. **4. Strong Insider Commitment and Shareholder Support.** Blake Sartini and affiliated trusts, collectively holding approximately 25% of Golden Entertainment's voting power, signed a voting and support agreement endorsing the transaction. This significant insider commitment underscored confidence in the deal. **5. Analyst Price Targets Reflecting Acquisition Value.** Following the acquisition announcement, the stock's value aligned closely with the offered acquisition price, and analysts' consensus price targets, even with some rating adjustments to "Hold" due to limited remaining upside, indicated an average target around $32.60 by December 22, 2025, reflecting the new valuation established by the acquisition. Show more

Stock Movement Drivers

Fundamental Drivers

The 13.4% change in GDEN stock from 9/22/2025 to 12/22/2025 was primarily driven by a 216.4% change in the company's P/E Multiple.
922202512222025Change
Stock Price ($)23.8127.0113.42%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)649.90643.49-0.99%
Net Income Margin (%)2.35%0.85%-63.96%
P/E Multiple40.97129.65216.43%
Shares Outstanding (Mil)26.2826.170.45%
Cumulative Contribution13.41%

LTM = Last Twelve Months as of date shown

Market Drivers

9/22/2025 to 12/22/2025
ReturnCorrelation
GDEN13.4% 
Market (SPY)2.7%-5.2%
Sector (XLY)1.9%-7.8%

Fundamental Drivers

The -6.3% change in GDEN stock from 6/23/2025 to 12/22/2025 was primarily driven by a -50.9% change in the company's Net Income Margin (%).
623202512222025Change
Stock Price ($)28.8227.01-6.27%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)653.61643.49-1.55%
Net Income Margin (%)1.72%0.85%-50.86%
P/E Multiple67.81129.6591.21%
Shares Outstanding (Mil)26.5126.171.31%
Cumulative Contribution-6.29%

LTM = Last Twelve Months as of date shown

Market Drivers

6/23/2025 to 12/22/2025
ReturnCorrelation
GDEN-6.3% 
Market (SPY)14.4%2.9%
Sector (XLY)14.3%4.3%

Fundamental Drivers

The -9.9% change in GDEN stock from 12/22/2024 to 12/22/2025 was primarily driven by a -83.8% change in the company's Net Income Margin (%).
1222202412222025Change
Stock Price ($)29.9927.01-9.92%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)733.30643.49-12.25%
Net Income Margin (%)5.23%0.85%-83.82%
P/E Multiple22.00129.65489.47%
Shares Outstanding (Mil)28.1526.177.06%
Cumulative Contribution-10.37%

LTM = Last Twelve Months as of date shown

Market Drivers

12/22/2024 to 12/22/2025
ReturnCorrelation
GDEN-9.9% 
Market (SPY)16.9%29.1%
Sector (XLY)7.8%31.0%

Fundamental Drivers

The -20.0% change in GDEN stock from 12/23/2022 to 12/22/2025 was primarily driven by a -89.5% change in the company's Net Income Margin (%).
1223202212222025Change
Stock Price ($)33.7527.01-19.97%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1123.97643.49-42.75%
Net Income Margin (%)8.04%0.85%-89.47%
P/E Multiple10.64129.651118.09%
Shares Outstanding (Mil)28.5026.178.21%
Cumulative Contribution-20.51%

LTM = Last Twelve Months as of date shown

Market Drivers

12/23/2023 to 12/22/2025
ReturnCorrelation
GDEN-27.5% 
Market (SPY)47.7%32.8%
Sector (XLY)38.4%36.5%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
GDEN Return3%154%-26%12%-18%-9%62%
Peers Return30%43%-37%14%2%8%47%
S&P 500 Return16%27%-19%24%23%17%113%

Monthly Win Rates [3]
GDEN Win Rate50%83%42%50%33%33% 
Peers Win Rate62%58%33%52%48%62% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
GDEN Max Drawdown-80%-15%-34%-14%-30%-35% 
Peers Max Drawdown-74%-12%-46%-14%-20%-28% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: BYD, RRR, ACEL, CZR, BALY. See GDEN Returns vs. Peers.
[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 KeyEventGDENS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-48.4%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven93.9%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-82.3%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven464.6%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven333 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-63.4%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven173.5%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven697 days120 days

Compare to CHDN, BYD, MCRI, FLL, LVS

In The Past

Golden Entertainment's stock fell -48.4% during the 2022 Inflation Shock from a high on 4/1/2022. A -48.4% loss requires a 93.9% gain to breakeven.

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About Golden Entertainment (GDEN)

Golden Entertainment, Inc., together with its subsidiaries, engages in the ownership and operation of a diversified entertainment platform in the United States. The company operates through four segments: Nevada Casino Resorts, Nevada Locals Casinos, Maryland Casino Resort, and Distributed Gaming. The Nevada Casino Resorts segment comprises of destination casino resort properties that include various food and beverage outlets, entertainment venues, and other amenities. The Nevada Locals Casinos segment consists of casino properties that cater to local customers. The Maryland Casino Resort segment operates Rocky Gap casino resort, including various food and beverage outlets, signature golf course, spa, and pool. The Distributed Gaming segment operates slot machines and amusement devices in non-casino locations, such as restaurants, bars, taverns, convenience stores, liquor stores, and grocery stores. As of February 17, 2022, the company operated approximately 16,900 slots, 120 table games, and 6,200 hotel rooms; 10 casinos; and video gaming devices at 1,100 locations, as well as owned 60 traditional taverns. The company was formerly known as Lakes Entertainment, Inc. and changed its name to Golden Entertainment, Inc. in July 2015. Golden Entertainment, Inc. was incorporated in 1998 and is headquartered in Las Vegas, Nevada.

AI Analysis | Feedback

Here are 1-3 brief analogies for Golden Entertainment (GDEN):

  • Like a regional casino operator such as Boyd Gaming, but with a significant business running slot machines in local taverns and convenience stores.
  • Think of it as a smaller, more locally-focused Caesars Entertainment, also managing a large network of slot machines in bars and taverns.
  • A casino company similar to Penn Entertainment, but also a major operator of slot machines placed in third-party taverns and other venues.

AI Analysis | Feedback

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  • Casino Resorts: Operates full-service casino resorts offering gaming, lodging, dining, and entertainment.
  • Distributed Gaming: Installs, maintains, and operates slot machines and other gaming devices in non-casino locations like taverns and convenience stores.
  • Tavern Operations: Manages and operates a portfolio of proprietary taverns and restaurants that often feature gaming machines.
```

AI Analysis | Feedback

Golden Entertainment (symbol: GDEN) primarily serves individual customers. Its customer base can be categorized into the following groups:

  • Leisure Guests and Tourists: This segment includes individuals and groups visiting Golden Entertainment's casino resorts for vacation, entertainment, and relaxation. They utilize amenities such as hotels, dining, spas, and entertainment venues, often including gaming activities as part of their leisure experience.
  • Casino Patrons and Gamblers: Individuals who specifically frequent Golden Entertainment's properties, including both casino resorts and standalone casinos, primarily for gaming activities. This category encompasses both local residents and tourists whose main purpose is to engage in gambling.
  • Local Patrons of Taverns and Entertainment Venues: Residents from communities surrounding Golden Entertainment's taverns, restaurants, and entertainment venues who visit for dining, drinks, social gatherings, and local entertainment, without necessarily engaging in overnight stays or extensive casino gaming.

AI Analysis | Feedback

Major suppliers for Golden Entertainment (GDEN):

  • Aristocrat Leisure Limited (ALL)
  • International Game Technology PLC (IGT)
  • Light & Wonder, Inc. (LNW)
  • Everi Holdings Inc. (EVRI)

AI Analysis | Feedback

Blake L. Sartini, Chairman and Chief Executive Officer

Mr. Sartini has been the Chairman and Chief Executive Officer of Golden Entertainment, Inc. since July 29, 2015. He is the founder of Golden Gaming, LLC, established in October 2001. Prior to that, in 1985, he co-founded Southwest Gaming Services, a slot route operator, which he later acquired from Station Casinos in 2001 to form Golden Route Operations. Mr. Sartini served as Executive Vice President, Chief Operating Officer, and a Director at Station Casinos, Inc. from 1993 until 2001 and was one of the four founding members when it became a public entity in May 1993. He also previously held the roles of President and Chief Executive Officer of Sartini Gaming, Inc. Golden Entertainment, under his leadership, acquired American Casino & Entertainment Properties for $850 million, expanding its portfolio with properties like the Stratosphere and Arizona Charlie’s.

Charles H. Protell, President and Chief Financial Officer

Mr. Protell has served as the President and Chief Financial Officer of Golden Entertainment, Inc. since 2019. He initially joined the company in November 2016 as Executive Vice President, Chief Strategy and Financial Officer. Before joining Golden Entertainment, Mr. Protell was a Managing Director at Macquarie Capital's Investment Banking Group from May 2011. He also co-founded and served as Managing Director at REGAL Capital Advisors from January 2009 to May 2011, a company that was later acquired by Macquarie Group Ltd. His career also includes various investment banking roles at Credit Suisse, Deutsche Bank, and CIBC World Markets. Mr. Protell acted as an advisor to Golden Entertainment's predecessor companies since 2010, including advising Lakes Entertainment in its merger with Sartini Gaming in 2015, which led to the creation of Golden Entertainment. He also advised Sartini Gaming on various initiatives, such as its acquisition of distributed gaming operations and casino assets from Affinity Gaming.

Blake L. Sartini II, Executive Vice President and Chief Operating Officer

Mr. Sartini II was promoted to Chief Operating Officer of Golden Entertainment, Inc. on March 20, 2024. He joined Golden in June 2007 and has served in various capacities, including Executive Vice President of Operations and Senior Vice President of Distributed Gaming. In his current role, he is responsible for all Nevada casino resorts, local properties, and tavern operations, and has been instrumental in expanding the company's tavern portfolio to 69 locations. He is the son of the company's Chairman and CEO, Blake L. Sartini.

Stephen A. Arcana, Chief Development Officer

Mr. Arcana transitioned to the role of Chief Development Officer at Golden Entertainment, Inc. on March 20, 2024. Prior to this, he served as the Chief Operating Officer from July 31, 2015. He joined Golden Gaming in 2003 and has overseen the company's operations as it grew from a privately held slot route to a publicly traded gaming company. Mr. Arcana previously held executive positions at Station Casinos, Inc., including Director of Food and Beverage and Corporate Vice President of Food and Beverage, and also served as Vice President and Assistant General Manager at Boulder Station Hotel & Casino. In his current capacity, he focuses on new tavern development, identifying new food and beverage concepts, and exploring opportunities to unlock value from the company's real estate assets.

Viktoryia G. Pulliam, Senior Vice President and Chief Accounting Officer

Ms. Pulliam has served as the Senior Vice President and Chief Accounting Officer of Golden Entertainment, Inc. since March 2025. Her previous roles at Golden Entertainment include Vice President of Financial Reporting, Technical and Corporate Accounting in 2022, and Director of Financial Reporting, Technical and Corporate Accounting in 2020. Before her tenure at Golden Entertainment, she was a Director of Financial Reporting at Everi Holdings Inc. from 2018 to 2020.

AI Analysis | Feedback

The key risks to Golden Entertainment (GDEN) are:

  1. Economic and Market Conditions: The demand for Golden Entertainment's gaming and entertainment offerings is highly sensitive to economic factors. Downturns in the economy, including fluctuations in unemployment, consumer confidence, and inflation, can significantly impact discretionary spending, thereby adversely affecting the company's revenue across all its segments.
  2. Regulatory and Legislative Changes: Golden Entertainment operates in a heavily regulated industry and is subject to extensive gaming regulations. Changes in gaming tax laws, increased regulatory scrutiny, or the introduction of new federal, state, or local legislation can materially affect the company's financial performance and business operations.
  3. Intense Competition: The casino and hospitality industry is characterized by significant competition. The emergence of new competitors, expansions by existing rivals, the growth of online gaming, and the potential legalization of casino gaming in new jurisdictions could intensify this competition, posing a threat to Golden Entertainment's market share.

AI Analysis | Feedback

The accelerating growth and legalization of online gambling (iGaming and online sports betting) in various states pose a clear emerging threat. This trend directly competes with Golden Entertainment's traditional brick-and-mortar casino resorts and, more acutely, with its extensive distributed gaming and tavern operations. As consumers gain more convenient options to gamble from home or on mobile devices, there is a risk of cannibalization of foot traffic and gaming revenue from their physical properties and route operations, akin to how streaming services impacted physical media rentals.

AI Analysis | Feedback

Golden Entertainment (GDEN) operates primarily in the casino and tavern sectors within the United States, predominantly in Nevada. The addressable markets for their main products and services are as follows:

  • Casino Gaming Market: The Nevada gaming industry generated over $15.6 billion in total revenue in 2024.
  • Tavern Market: The U.S. tavern market generated approximately $25 billion in sales in 2023, with a projected increase to $26 billion in 2024. This market includes bars, taverns, and clubs.
  • Distributed Gaming: null

AI Analysis | Feedback

Golden Entertainment (GDEN) is anticipated to drive future revenue growth over the next 2-3 years through several key initiatives and market trends, primarily focused on its Nevada casino and tavern businesses.

  1. Increased Las Vegas Strip Visitation and Tourism: The company expects to benefit from an increase in overall visitation to the Las Vegas Strip. Its flagship property, The Strat Hotel, Casino & Tower, is particularly well-positioned to capitalize on this trend, including major events such as Formula 1 races and the Super Bowl, which are projected to drive increased foot traffic and spending.

  2. Strategic Enhancements and New Attractions at The Strat: Golden Entertainment has completed significant renovations at The Strat, encompassing rooms, the casino, pool, entertainment venues, and restaurants. The opening of new attractions, such as Atomic Golf, is also expected to further boost visitation and guest spending at the property.

  3. Organic Growth and Expansion in Nevada Local Markets: The company's Nevada Locals Casinos segment has consistently demonstrated strong performance and is expected to continue benefiting from favorable demographic trends and an expanding customer base within Nevada. Additionally, Golden Entertainment plans to expand its tavern segment with the addition of new locations, which should strengthen its local market presence and contribute to incremental revenue.

  4. Strategic Land Development near The Strat: Golden Entertainment holds valuable land parcels adjacent to The Strat. Active discussions are underway for future development opportunities on these prime locations, which present significant potential to enhance the property's overall appeal and generate new revenue streams.

AI Analysis | Feedback

Share Repurchases

  • Golden Entertainment repurchased 2.9 million shares of common stock in 2024 for a total of $91.5 million at an average price of $31.63 per share.
  • In 2022, the company repurchased over 1.1 million shares of common stock for a total of $51.2 million. As of December 31, 2022, approximately $61.5 million remained under its existing $75 million share repurchase authorization.
  • Golden Entertainment plans to continue its focus on stock buybacks, with approximately $73.1 million available for buybacks under its program as of Q2 FY 2025.

Inbound Investments

  • Golden Entertainment is expected to be acquired in a take-private transaction led by CEO Blake Sartini, with a sale-leaseback component involving VICI Properties, anticipated to close in mid-2026.
  • As part of this transaction, VICI Properties will acquire seven casino real estate assets for a total of $1.16 billion and will assume and repay up to $426 million of Golden's outstanding debt.

Outbound Investments

  • Golden Entertainment completed the sale of its Nevada distributed gaming business in January 2024, which was the last of its non-core divestitures and collectively generated over $600 million of proceeds.
  • In July 2023, the company sold Rocky Gap Casino Resort for an aggregate cash consideration of $260 million.
  • The company acquired the operations of Lucky's Lounge & Restaurant (four tavern locations in Nevada) for $10.0 million in November 2023, and Great American Pub (two tavern locations in Nevada) for $7.3 million in April 2024.

Capital Expenditures

  • Maintenance capital expenditures are estimated to be between $30 million and $35 million for the upcoming year.
  • For the nine months ended September 30, 2025, capital expenditures totaled $32.888 million.
  • Capital expenditures were $13.4 million in Q2 FY 2025.

Better Bets than Golden Entertainment (GDEN)

Trade Ideas

Select ideas related to GDEN. 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
10.7%10.7%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
3.9%3.9%-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
3.8%3.8%-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
19.9%19.9%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
7.5%7.5%-1.6%

Recent Active Movers

More From Trefis

Peer Comparisons for Golden Entertainment

Peers to compare with:

Financials

GDENBYDRRRACELCZRBALYMedian
NameGolden E.Boyd Gam.Red Rock.Accel En.Caesars .Ballys  
Mkt Price27.0186.7063.5811.1725.0218.1326.02
Mkt Cap0.77.03.80.95.21.12.4
Rev LTM6434,0711,9951,30711,3692,5322,263
Op Inc LTM40941612992,06167355
FCF LTM5441233339379-333
FCF 3Y Avg405046352306-63
CFO LTM959636011331,307-601
CFO 3Y Avg1029405401341,469-540

Growth & Margins

GDENBYDRRRACELCZRBALYMedian
NameGolden E.Boyd Gam.Red Rock.Accel En.Caesars .Ballys  
Rev Chg LTM-12.2%5.9%4.7%8.0%0.9%1.9%3.3%
Rev Chg 3Y Avg-15.9%5.0%6.4%14.5%2.5%9.1%5.7%
Rev Chg Q-4.0%4.5%1.6%9.1%-0.2%6.8%3.0%
QoQ Delta Rev Chg LTM-1.0%1.1%0.4%2.1%-0.0%1.7%0.7%
Op Mgn LTM6.3%23.1%30.7%7.6%18.1%2.6%12.9%
Op Mgn 3Y Avg8.2%25.1%32.1%8.3%20.5%3.4%14.4%
QoQ Delta Op Mgn LTM-0.5%-0.6%0.2%0.1%-1.2%0.2%-0.2%
CFO/Rev LTM14.8%23.7%30.1%10.2%11.5%-14.8%
CFO/Rev 3Y Avg12.3%24.3%28.9%11.0%12.9%-12.9%
FCF/Rev LTM8.4%10.1%16.7%3.0%3.3%-8.4%
FCF/Rev 3Y Avg4.9%13.1%2.5%4.3%2.7%-4.3%

Valuation

GDENBYDRRRACELCZRBALYMedian
NameGolden E.Boyd Gam.Red Rock.Accel En.Caesars .Ballys  
Mkt Cap0.77.03.80.95.21.12.4
P/S1.11.71.90.70.50.40.9
P/EBIT19.92.76.19.52.4-6.44.4
P/E129.73.719.821.7-21.5-1.711.7
P/CFO7.47.36.27.14.0-7.1
Total Yield4.6%26.9%8.3%4.6%-4.7%-60.5%4.6%
Dividend Yield3.8%0.2%3.2%0.0%0.0%0.0%0.1%
FCF Yield 3Y Avg5.2%8.0%0.7%5.5%4.0%-5.2%
D/E0.70.40.90.64.85.10.8
Net D/E0.60.30.90.34.65.00.8

Returns

GDENBYDRRRACELCZRBALYMedian
NameGolden E.Boyd Gam.Red Rock.Accel En.Caesars .Ballys  
1M Rtn-7.7%7.6%14.5%11.6%17.4%3.7%9.6%
3M Rtn13.4%4.1%5.3%0.4%-2.8%66.8%4.7%
6M Rtn-6.3%13.1%25.9%-2.9%-12.2%74.7%5.1%
12M Rtn-9.9%22.9%44.6%5.9%-23.8%2.0%3.9%
3Y Rtn-20.0%62.1%75.2%47.6%-41.9%-6.5%20.5%
1M Excs Rtn-10.4%6.2%12.3%10.7%20.5%3.9%8.4%
3M Excs Rtn12.0%-1.2%0.4%-3.9%-8.6%65.3%-0.4%
6M Excs Rtn-19.9%-1.3%10.6%-17.7%-28.4%68.4%-9.5%
12M Excs Rtn-26.2%6.5%28.0%-13.9%-43.3%-14.9%-14.4%
3Y Excs Rtn-102.1%-21.3%-9.6%-33.4%-124.7%-92.7%-63.0%

Financials

Segment Financials

Assets by Segment
$ Mil20242023202220212020
Nevada Casino Resorts759784811  
Distributed Gaming204258411431482
Corporate and Other1811171865554
Nevada Locals Casinos160165165  
Nevada Taverns148145   
Maryland Casino Resort 4041  
Casinos   1,0861,205
Total1,4521,5091,6161,5711,741


Price Behavior

Price Behavior
Market Price$27.01 
Market Cap ($ Bil)0.7 
First Trading Date08/04/2015 
Distance from 52W High-17.8% 
   50 Days200 Days
DMA Price$26.06$26.09
DMA Trenddownup
Distance from DMA3.6%3.5%
 3M1YR
Volatility75.0%48.1%
Downside Capture-54.1176.84
Upside Capture14.3554.71
Correlation (SPY)-4.7%29.4%
GDEN Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta-1.68-0.54-0.240.250.761.00
Up Beta-0.650.851.051.330.770.91
Down Beta0.84-0.57-1.10-0.850.820.91
Up Capture144%30%50%39%51%79%
Bmk +ve Days12253873141426
Stock +ve Days10202853111348
Down Capture-456%-170%-61%46%88%105%
Bmk -ve Days7162452107323
Stock -ve Days9213470134394

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of GDEN With Other Asset Classes (Last 1Y)
 GDENSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-14.5%3.1%14.7%67.3%6.8%-0.5%-16.6%
Annualized Volatility48.1%24.7%19.7%19.3%15.2%17.6%35.4%
Sharpe Ratio-0.190.070.572.540.23-0.18-0.25
Correlation With Other Assets 32.5%30.5%-3.5%9.8%30.9%15.5%

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 GDEN With Other Asset Classes (Last 5Y)
 GDENSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return11.2%10.2%15.0%18.9%11.8%5.1%35.8%
Annualized Volatility44.9%23.8%17.1%15.5%18.7%18.9%48.9%
Sharpe Ratio0.380.390.710.980.510.180.63
Correlation With Other Assets 46.6%45.8%1.5%12.7%38.9%25.4%

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 GDEN With Other Asset Classes (Last 10Y)
 GDENSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return13.1%13.3%14.9%14.9%6.7%5.5%69.9%
Annualized Volatility54.9%22.0%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio0.450.560.710.840.300.230.90
Correlation With Other Assets 51.4%51.9%3.6%20.1%47.2%15.2%

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 Quantity855,088
Short Interest: % Change Since 11152025-8.0%
Average Daily Volume339,152
Days-to-Cover Short Interest2.52
Basic Shares Quantity26,166,000
Short % of Basic Shares3.3%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/6/202534.3%40.0%31.8%
8/7/2025-5.8%-5.5%-8.1%
5/8/20255.3%12.9%5.8%
2/27/20250.8%-4.3%-13.2%
11/7/20244.6%7.9%7.5%
8/8/20242.0%6.8%11.9%
2/29/2024-7.6%-7.9%-0.8%
11/2/202316.0%12.0%18.5%
...
SUMMARY STATS   
# Positive131113
# Negative8108
Median Positive4.6%8.1%8.3%
Median Negative-5.7%-5.7%-12.6%
Max Positive34.3%40.0%31.8%
Max Negative-9.4%-44.4%-18.4%

SEC Filings

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Report DateFiling DateFiling
93020251106202510-Q 9/30/2025
6302025808202510-Q 6/30/2025
3312025509202510-Q 3/31/2025
12312024228202510-K 12/31/2024
93020241108202410-Q 9/30/2024
6302024809202410-Q 6/30/2024
3312024509202410-Q 3/31/2024
12312023229202410-K 12/31/2023
93020231103202310-Q 9/30/2023
6302023804202310-Q 6/30/2023
3312023510202310-Q 3/31/2023
12312022301202310-K 12/31/2022
93020221107202210-Q 9/30/2022
6302022805202210-Q 6/30/2022
3312022506202210-Q 3/31/2022
12312021301202210-K 12/31/2021