Tearsheet

Light & Wonder (LNW)


Market Price (12/29/2025): $0 | Market Cap: $0
Sector: Consumer Discretionary | Industry: Casinos & Gaming

Light & Wonder (LNW)


Market Price (12/29/2025): $0
Market Cap: $0
Sector: Consumer Discretionary
Industry: Casinos & Gaming

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


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5%, FCF Yield is 5.4%
Weak multi-year price returns
2Y Excs Rtn is -44%, 3Y Excs Rtn is -38%
Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 66%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 26%
  Key risks
LNW key risks include [1] high-stakes intellectual property litigation and related shareholder lawsuits concerning its "Dragon Train" slot machines and [2] the failure to achieve expected benefits from strategic acquisitions and integrations.
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12%
  
3 Low stock price volatility
Vol 12M is 49%
  
4 Megatrend and thematic drivers
Megatrends include Digital Content & Streaming, and Experience Economy & Premiumization. Themes include Gaming Content & Platforms, and Travel & Leisure Tech.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.5%, FCF Yield is 5.4%
1 Attractive operating margins
Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 26%
2 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 21%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 12%
3 Low stock price volatility
Vol 12M is 49%
4 Megatrend and thematic drivers
Megatrends include Digital Content & Streaming, and Experience Economy & Premiumization. Themes include Gaming Content & Platforms, and Travel & Leisure Tech.
5 Weak multi-year price returns
2Y Excs Rtn is -44%, 3Y Excs Rtn is -38%
6 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 66%
7 Key risks
LNW key risks include [1] high-stakes intellectual property litigation and related shareholder lawsuits concerning its "Dragon Train" slot machines and [2] the failure to achieve expected benefits from strategic acquisitions and integrations.

Valuation, Metrics & Events

LNW Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

Light & Wonder (LNW) experienced a stock movement of -7.4% during the approximate time period from August 31, 2025, to December 29, 2025, influenced by several key factors.

1. Mixed Third Quarter 2025 Earnings

Light & Wonder reported its third-quarter 2025 results for the period ending September 30, 2025, with an earnings call held on November 5, 2025. These "mixed earnings reports" were cited as a primary reason for the stock's decline.

2. Proposed NASDAQ Delisting and ASX Listing

A significant factor contributing to the stock's decline was the company's stated plans to delist from NASDAQ and list solely on the Australian Securities Exchange. This strategic decision was highlighted in an October 24, 2025, article as a primary reason for the stock's downward movement.

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Stock Movement Drivers

Fundamental Drivers

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Market Drivers

9/28/2025 to 12/28/2025
ReturnCorrelation
LNW0.8% 
Market (SPY)4.3%16.0%
Sector (XLY)1.8%19.3%

Fundamental Drivers

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Market Drivers

6/29/2025 to 12/28/2025
ReturnCorrelation
LNW-10.7% 
Market (SPY)12.6%22.1%
Sector (XLY)11.9%23.1%

Fundamental Drivers

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Market Drivers

12/28/2024 to 12/28/2025
ReturnCorrelation
LNW-0.5% 
Market (SPY)17.0%43.9%
Sector (XLY)7.0%42.0%

Fundamental Drivers

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Market Drivers

12/29/2023 to 12/28/2025
ReturnCorrelation
LNW4.3% 
Market (SPY)48.4%43.4%
Sector (XLY)38.6%39.4%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
LNW Return55%61%-12%40%5%-1%220%
Peers Return16%38%-12%21%26%16%150%
S&P 500 Return16%27%-19%24%23%18%114%

Monthly Win Rates [3]
LNW Win Rate58%58%33%58%67%55% 
Peers Win Rate52%65%42%68%57%52% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
LNW Max Drawdown-85%-10%-38%-6%-5%-17% 
Peers Max Drawdown-34%-5%-26%-7%-9%-23% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: HPQ, HPE, IBM, CSCO, AAPL.
[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 12/26/2025 (YTD)

How Low Can It Go

Unique KeyEventLNWS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-53.8%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven116.5%34.1%
2022 Inflation ShockTime to BreakevenTime to Breakeven507 days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-86.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven639.4%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven181 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-75.6%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven310.1%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven881 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-74.3%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven289.1%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven3,122 days1,480 days

Compare to HPQ, HPE, IBM, CSCO, AAPL

In The Past

Light & Wonder's stock fell -53.8% during the 2022 Inflation Shock from a high on 10/27/2021. A -53.8% loss requires a 116.5% gain to breakeven.

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About Light & Wonder (LNW)

Scientific Games Corporation develops technology-based products and services, and related content for the gaming, lottery, social and digital gaming industries in the United States and internationally. The company's Gaming segment sells new and used gaming machines, electronic table systems, video lottery terminals, conversion game kits, and spare parts; slot, casino, and table-management systems; table products, including shufflers; and perpetual licenses to proprietary table games. It also leases gaming machines; provides gaming operations and licensing arrangements; and installs and supports casino management systems, such as ongoing hardware and software maintenance and upgrade services of customer casino management systems. The company's Lottery segment designs, prints, and sells instant lottery products; designs and manufactures instant games tickets; offers instant products planning, monitoring, management system, warehousing, inventory management, distribution, marketing, and game support functions; supplies player loyalty programs, merchandising services, and interactive marketing campaigns; and sublicenses brands for lottery products and lottery-related promotional products. It also provides software, hardware, and related services for lottery operations; and lottery systems software maintenance and support services. The company's SciPlay segment sells virtual coins, chips, or bingo cards; and third-party branded games and original content through mobile and web platforms. Its Digital segment provides digital gaming, iLottery, and sports betting solutions and services, including digital RMG and sports wagering solutions, distribution platforms, content, products, and services; software design, development, licensing, maintenance, and support services; Open Platform Systems; and content aggregation platforms. The company was incorporated in 1984 and is headquartered in Las Vegas, Nevada.

AI Analysis | Feedback

Here are 1-2 brief analogies for Light & Wonder (LNW):

  • Like Electronic Arts (EA), but for casino games – they develop the popular slot machine games found in physical casinos and online.
  • Imagine NCR (National Cash Register) for the casino world, supplying the physical slot machines and digital gaming platforms that power casino operations.

AI Analysis | Feedback

Here are the major products and services of Light & Wonder (LNW):
  • Gaming Machines: Design, manufacture, and sell or lease physical slot machines and electronic gaming terminals for land-based casinos globally.
  • Casino Management Systems: Provide comprehensive software and hardware solutions that enable casino operators to manage their gaming floors, player tracking, and operational analytics.
  • Table Products: Offer proprietary table games, utility products like automatic card shufflers, and chip systems for live casino table games.
  • iGaming Content: Develop and license a diverse portfolio of online slot and table games for real-money regulated online casinos and aggregation platforms.
  • Social Casino Games: Create and operate free-to-play social casino games for mobile and web platforms, primarily through their SciPlay subsidiary.

AI Analysis | Feedback

Light & Wonder (LNW) primarily sells its products and services to other businesses (B2B) within the global gaming industry.

Based on its 2023 financial reporting, the combined revenue from its Gaming and iGaming segments (B2B) significantly exceeds the revenue from its SciPlay segment (B2C), indicating a primary focus on business customers.

Due to the broad and diversified nature of its global customer base, Light & Wonder does not disclose specific individual companies as "major customers" (i.e., those accounting for 10% or more of its revenue) in its public filings. However, its major customer categories within the B2B sector include:

  • Land-based Casino Operators: These companies own and operate commercial, tribal, and regional casinos worldwide. They purchase or lease Light & Wonder's gaming machines (slots), table games, shufflers, and casino management systems.
    Examples of prominent public companies that operate casinos and are highly likely customers:
    • MGM Resorts International (MGM)
    • Caesars Entertainment, Inc. (CZR)
  • Online Gaming (iGaming) Operators: These companies operate real-money online casino platforms and applications. They license Light & Wonder's extensive portfolio of digital game content and utilize its iGaming platforms.
    Examples of prominent public companies that operate online gaming platforms and are highly likely customers:
    • DraftKings Inc. (DKNG)
    • Rush Street Interactive, Inc. (RSI)

Please note: The examples provided are representative of the types of companies Light & Wonder serves and are highly likely customers given their market presence, but Light & Wonder does not publicly designate them as "major customers" due to the widespread distribution of its products and services across the industry.

AI Analysis | Feedback

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AI Analysis | Feedback

Matt Wilson, President and Chief Executive Officer

Matt Wilson became the President and CEO of Light & Wonder in October 2022. He began working for Light & Wonder (then Scientific Games) in March 2020. Prior to his time at Light & Wonder, Wilson spent over 15 years in various roles at Aristocrat, including President and Managing Director Americas, Senior Vice President of Global Gaming Operations, and Senior Vice President of Sales and Marketing, Americas.

Oliver Chow, Executive Vice President and Chief Financial Officer

Oliver Chow serves as Light & Wonder's Chief Financial Officer, a position he officially assumed in December 2023 after serving as interim CFO since August 2023. He joined Light & Wonder in October 2022 as Senior Vice President, Corporate Finance. Before joining Light & Wonder, Chow spent over five years at Aristocrat, where his last role was Gaming CFO of the Americas, EMEA, and Customer Experience Solutions. His financial background also includes experience in banking at JPMorgan Chase & Co. and entertainment with Deluxe Entertainment Services and Universal Pictures.

Siobhan Lane, Executive Vice President and Chief Executive Officer, Gaming

Siobhan Lane was promoted to lead Light & Wonder's Gaming division in October 2022. She joined Light & Wonder (formerly Scientific Games) in February 2020, serving as Senior Vice President and Chief Commercial Officer, Gaming. In this role, she oversaw all aspects of the commercial Gaming business, including product management, marketing, data & analytics, and led the North America region of Gaming.

Simon Johnson, Executive Vice President and Chief Executive Officer, iGaming

Simon Johnson holds the position of Executive Vice President and Chief Executive Officer of iGaming at Light & Wonder. He has been with the company since 2017. Previously, he was the Managing Director, International - Gaming, where he was responsible for the land-based gaming business across Europe, the Middle East, Africa, Asia, and Australia.

James Sottile, Executive Vice President and Chief Legal Officer

James Sottile is the Executive Vice President and Chief Legal Officer for Light & Wonder, overseeing the company's legal strategy and operations. He brings over 30 years of experience from various industries. Before joining Light & Wonder, Sottile was a partner at Jones Day.

AI Analysis | Feedback

Light & Wonder (LNW) faces several key risks to its business operations and financial performance.

The most significant risk stems from **intellectual property litigation and related class-action lawsuits**. Light & Wonder is currently embroiled in a high-stakes intellectual property dispute with Aristocrat Technologies, with allegations of trade secret misappropriation and copyright infringement related to LNW's "Dragon Train" slot machines. A court order in September 2024 enjoined LNW from commercializing "Dragon Train," which led to a significant drop in the company's stock price and has prompted an investigation by a shareholder rights law firm for potential violations of federal securities laws. This ongoing legal battle could result in substantial financial and reputational damage, and impacts potential revenue streams and raises concerns about the company's innovation and product development strategies.

Another crucial risk involves **economic and regulatory challenges**. The gaming industry, in which Light & Wonder operates, is highly sensitive to economic fluctuations, consumer sentiment, and discretionary spending, which can be affected by broader economic conditions like interest rates and inflation. The company must also navigate complex and evolving regulatory landscapes across numerous jurisdictions globally, which can impact its operations and profitability. Intense competition and the rapid pace of technological change within the industry further necessitate continuous innovation to maintain market share.

Finally, **the failure to successfully execute its strategy and limitations in gaming market growth** present ongoing risks. Light & Wonder's future results can be negatively impacted by slow growth or declines in the replacement cycle of gaming machines, as well as the slow growth of new gaming jurisdictions or the slow addition of casinos in existing ones. The company also faces risks related to the successful execution of its strategic roadmap, including its ability to achieve expected operational, strategic, and financial benefits from acquisitions and to effectively integrate new businesses.

AI Analysis | Feedback

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AI Analysis | Feedback

Light & Wonder (LNW) operates in several key segments. The addressable market sizes for its main products and services are as follows:

  • iGaming: The potential addressable market for iGaming in the United States is estimated to be approximately $30 billion in gross gaming revenue (GGR) if all U.S. states with legal land-based casino or tribal gaming adopted iGaming. Another estimate puts the potential U.S. iGaming market by annual revenue at $47.86 billion if legalized in all 44 states that currently have legal land-based commercial or tribal casinos or mobile sports betting. This market size is for the United States.
  • Gaming (Land-based casino products and systems): Null
  • SciPlay (Social Casino Gaming): Null
  • Charitable Gaming: Null

AI Analysis | Feedback

Light & Wonder (LNW) is expected to drive future revenue growth over the next 2-3 years through several key strategies across its diverse portfolio:
  • Gaming Segment Expansion: Light & Wonder anticipates growth in its Gaming segment, primarily fueled by increased global gaming machine sales and an expanding North American premium installed base. The company aims to increase its North American Premium footprint market share by 400 basis points and its Global Game Sales market share by 400 basis points by 2028. This is also supported by continued growth in Gaming Systems revenue through increased software adoption and maintaining its leadership in Table Products.
  • iGaming Market Penetration: The iGaming segment is a significant growth driver, with continued strong momentum in North American and European markets and successful content launches. Light & Wonder plans to grow its global market share of first-party content by 300 basis points to over 10% by 2028, enter new markets, and expand service offerings and platform capabilities by growing its Player Account Management (PAM) customer base.
  • SciPlay Growth and Direct-to-Consumer (DTC) Platform: SciPlay's revenue is driven by the performance of its social casino games and the expansion of its direct-to-consumer platform. The company targets increasing Average Revenue Per Daily Active User (ARPDAU) by over 30% from 2024 to 2028 through enhanced Live Ops and targeted market expansion, and scaling Direct-to-Consumer to 30% of revenue over the same period.
  • Strategic Acquisitions: Acquisitions play a role in Light & Wonder's growth strategy. The acquisition of Grover Charitable Gaming is highlighted as a strategic move to boost recurring revenue. This acquisition contributed $21 million to consolidated revenue during the second quarter of 2025.

AI Analysis | Feedback

Share Repurchases

  • Light & Wonder initiated a share repurchase program in March 2022, under which the Company has returned approximately $1.5 billion to shareholders by repurchasing 19.9 million shares through October 31, 2025.
  • The company's share repurchase authorization was expanded by $500 million to a total of $1.5 billion on July 31, 2025.
  • As of October 31, 2025, Light & Wonder had approximately $735 million remaining capacity under its existing authorized share repurchase program.

Outbound Investments

  • Light & Wonder completed the acquisition of Grover Gaming's charitable gaming assets for $850 million in cash, plus a four-year revenue-based earn-out of up to $200 million, with the transaction closing on May 16, 2025.
  • In November 2021, the company acquired Authentic Gaming, a provider of live streaming casino games.
  • Light & Wonder acquired Playzido in May 2022, following a prior exclusive distribution agreement.

Capital Expenditures

  • Capital expenditures were $79 million in the third quarter of 2025 and $78 million in the second quarter of 2025.
  • For the full year 2024, capital expenditures were $242 million, with forecasts of $294 million for 2025 and $301.1 million for 2026.
  • The primary focus of these expenditures includes investments in gaming operations, research and development (R&D), and content development to expand the gaming installed base and grow recurring revenue streams.

Better Bets than Light & Wonder (LNW)

Trade Ideas

Select ideas related to LNW. 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
6.0%6.0%-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
19.7%19.7%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
2.3%2.3%-1.6%
LNW_10172025_Dip_Buyer_FCFYield10172025LNWLight & WonderDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
12.4%12.4%-6.2%

Recent Active Movers

More From Trefis

Peer Comparisons for Light & Wonder

Peers to compare with:

Financials

LNWHPQHPEIBMCSCOAAPLMedian
NameLight & .HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Price-23.2624.49305.0978.16273.4078.16
Mkt Cap7.221.932.6284.9309.24,074.4158.8
Rev LTM3,22155,29534,29665,40257,696408,62556,496
Op Inc LTM8303,6241,64411,54412,991130,2147,584
FCF LTM3892,80062711,85412,73396,1847,327
FCF 3Y Avg2662,9781,40011,75313,879100,5037,366
CFO LTM6773,6972,91913,48313,744108,5658,590
CFO 3Y Avg5373,6723,89613,49814,736111,5598,697

Growth & Margins

LNWHPQHPEIBMCSCOAAPLMedian
NameLight & .HP Hewlett .Internat.Cisco Sy.Apple  
Rev Chg LTM1.9%3.2%13.8%4.5%8.9%6.0%5.2%
Rev Chg 3Y Avg10.3%-3.9%6.5%2.6%3.7%1.8%3.2%
Rev Chg Q2.9%4.2%14.4%9.1%7.5%9.6%8.3%
QoQ Delta Rev Chg LTM0.8%1.1%3.7%2.1%1.8%2.1%2.0%
Op Mgn LTM25.8%6.6%4.8%17.7%22.5%31.9%20.1%
Op Mgn 3Y Avg23.3%7.4%7.2%16.4%24.2%30.8%19.8%
QoQ Delta Op Mgn LTM1.1%-0.2%-1.4%0.6%0.4%0.1%0.2%
CFO/Rev LTM21.0%6.7%8.5%20.6%23.8%26.6%20.8%
CFO/Rev 3Y Avg17.3%6.8%12.7%21.4%26.1%28.4%19.4%
FCF/Rev LTM12.1%5.1%1.8%18.1%22.1%23.5%15.1%
FCF/Rev 3Y Avg8.5%5.5%4.6%18.6%24.6%25.6%13.6%

Valuation

LNWHPQHPEIBMCSCOAAPLMedian
NameLight & .HP Hewlett .Internat.Cisco Sy.Apple  
Mkt Cap7.221.932.6284.9309.24,074.4158.8
P/S2.20.41.04.45.410.03.3
P/EBIT9.06.819.925.122.531.321.2
P/E18.08.6572.736.029.941.033.0
P/CFO10.65.911.221.122.537.516.2
Total Yield5.5%14.1%2.3%5.0%5.4%2.8%5.2%
Dividend Yield0.0%2.5%2.1%2.2%2.1%0.4%2.1%
FCF Yield 3Y Avg3.6%10.6%5.5%6.4%6.0%3.1%5.7%
D/E0.70.50.70.20.10.00.4
Net D/E0.70.30.60.20.00.00.3

Returns

LNWHPQHPEIBMCSCOAAPLMedian
NameLight & .HP Hewlett .Internat.Cisco Sy.Apple  
1M Rtn--3.6%12.7%-1.1%1.6%-2.0%-1.1%
3M Rtn0.8%-11.9%2.7%7.9%17.0%7.1%4.9%
6M Rtn-10.7%-4.0%34.5%6.6%15.2%36.3%10.9%
12M Rtn-0.5%-27.0%16.2%40.5%34.5%7.5%11.8%
3Y Rtn46.8%-3.7%67.3%141.3%79.6%114.1%73.5%
1M Excs Rtn--5.6%12.9%-2.2%-0.0%-3.7%-2.2%
3M Excs Rtn-3.6%-16.2%-1.7%3.6%12.7%2.8%0.6%
6M Excs Rtn-22.9%-16.3%22.3%-5.7%3.0%24.0%-1.3%
12M Excs Rtn-16.2%-42.9%-0.7%25.0%19.9%-8.4%-4.6%
3Y Excs Rtn-38.0%-83.5%-11.2%59.6%-1.2%28.4%-6.2%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Gaming1,8501,6011,321 1,748
SciPlay777671606 466
iGaming275240226  
Unallocated and Reconciling Items00   
Digital    275
Lottery    911
Total2,9022,5122,153 3,400


Assets by Segment
$ Mil20242023202220212020
Gaming4,0234,0734,1124,3644,932
iGaming712626633423 
SciPlay473761696564379
Unallocated and Reconciling Items344549468718286
Total assets of businesses held for sale  1,9741,915 
Digital    891
Lottery    1,321
Total5,5526,0097,8837,9847,809


Price Behavior

Price Behavior
Market Price$85.60 
Market Cap ($ Bil)7.2 
First Trading Date12/29/2006 
Distance from 52W High-23.2% 
   50 Days200 Days
DMA Price$81.98$89.50
DMA Trenddowndown
Distance from DMA4.4%-4.4%
 3M1YR
Volatility46.3%49.3%
Downside Capture8.31124.00
Upside Capture13.76105.77
Correlation (SPY)13.1%43.2%
LNW Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta0.550.410.540.821.041.15
Up Beta3.452.192.201.350.911.08
Down Beta0.100.00-0.09-0.061.061.19
Up Capture144%17%8%69%100%137%
Bmk +ve Days13263974142427
Stock +ve Days7152558121383
Down Capture-105%7%63%130%115%105%
Bmk -ve Days7162452107323
Stock -ve Days3172857116354

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of LNW With Other Asset Classes (Last 1Y)
 LNWSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return0.2%7.5%17.8%72.1%8.6%4.4%-8.2%
Annualized Volatility48.8%24.3%19.4%19.3%15.2%17.0%35.0%
Sharpe Ratio0.160.240.722.700.340.09-0.08
Correlation With Other Assets 42.0%44.0%-5.5%14.6%29.3%5.1%

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 LNW With Other Asset Classes (Last 5Y)
 LNWSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return16.2%9.6%14.7%18.7%11.5%4.6%30.8%
Annualized Volatility46.0%23.8%17.1%15.5%18.7%18.9%48.6%
Sharpe Ratio0.490.360.700.970.500.160.57
Correlation With Other Assets 53.4%54.0%1.2%13.4%38.4%24.3%

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
Based On 10-Year Data
 Comparison of LNW With Other Asset Classes (Last 10Y)
 LNWSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return26.9%13.2%14.8%15.3%7.0%5.3%69.2%
Annualized Volatility63.5%21.9%18.0%14.7%17.6%20.8%55.8%
Sharpe Ratio0.650.550.710.860.320.220.90
Correlation With Other Assets 48.3%48.4%1.4%21.1%37.1%17.4%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
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Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/5/20258.5%17.4%16.6%
8/6/2025-14.4%-2.6%-1.9%
5/7/2025-14.0%-10.1%-7.1%
2/25/20256.9%4.9%3.8%
11/12/2024-10.0%-10.9%-8.9%
8/7/20241.8%1.5%4.5%
5/8/2024-5.1%-1.9%1.2%
2/27/20240.9%2.7%7.6%
...
SUMMARY STATS   
# Positive111215
# Negative12118
Median Positive7.0%9.2%7.6%
Median Negative-6.0%-4.4%-9.1%
Max Positive12.8%20.8%36.6%
Max Negative-18.0%-29.0%-86.1%

SEC Filings

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Report DateFiling DateFiling
93020251105202510-Q 9/30/2025
6302025806202510-Q 6/30/2025
3312025507202510-Q 3/31/2025
12312024225202510-K 12/31/2024
93020241112202410-Q 9/30/2024
6302024807202410-Q 6/30/2024
3312024508202410-Q 3/31/2024
12312023227202410-K 12/31/2023
93020231109202310-Q 9/30/2023
6302023808202310-Q 6/30/2023
3312023509202310-Q 3/31/2023
12312022301202310-K 12/31/2022
93020221109202210-Q 9/30/2022
6302022809202210-Q 6/30/2022
3312022510202210-Q 3/31/2022
12312021301202210-K 12/31/2021