Ballys Stock Drop Looks Sharp, But How Deep Can It Go?

BALY: Ballys logo
BALY
Ballys

Ballys (BALY) stock is down 7.9% in a day. The recent slide reflects renewed concerns around weak fundamentals, high debt, and slow casino project ramps, but sharp drops like this often raise a tougher question: is the weakness temporary, or a sign of deeper cracks in the story?

Before judging its downturn reslience, let’s look at where Ballys stands today.

  • Size: Ballys is a $992 Mil company with $2.5 Bil in revenue currently trading at $16.36.
  • Fundamentals: Last 12 month revenue growth of 1.9% and operating margin of 2.6%.
  • Liquidity: Has Debt to Equity ratio of 5.67 and Cash to Assets ratio of 0.02
  • Valuation: Ballys stock is currently trading at P/E multiple of -1.5 and P/EBIT multiple of -5.8
  • Has returned (median) 21.5% within a year following sharp dips since 2010

These metrics point to a Very Weak operational performance, alongside Very Low valuation – making the stock Unattractive. For details, see Buy or Sell BALY Stock

That brings us to the key consideration for investors worried about this fall: how resilient is BALY stock if markets turn south? This is where our downturn resilience framework comes in. Suppose BALY stock falls another 20-30% to $11 – can investors comfortably hold on? Turns out, the stock has fared much worse than the S&P 500 index during various economic downturns, based on (a) how much the stock fell and, (b) how quickly it recovered. Below, we dive deeper into each such downturn.

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2022 Inflation Shock

  • BALY stock fell 89.4% from a high of $73.63 on 25 March 2021 to $7.77 on 1 November 2023 vs. a peak-to-trough decline of 25.4% for the S&P 500.
  • The stock is yet to recover to its pre-Crisis high
  • The highest the stock has reached since then is $19.46 on 28 October 2025 , and currently trades at $16.36

  BALY S&P 500
% Change from Pre-Recession Peak -89.4% -25.4%
Time to Full Recovery Not Fully Recovered 464 days

 
2020 Covid Pandemic

  • BALY stock fell 74.4% from a high of $29.87 on 12 February 2020 to $7.65 on 20 March 2020 vs. a peak-to-trough decline of 33.9% for the S&P 500.
  • However, the stock fully recovered to its pre-Crisis peak by 16 November 2020

  BALY S&P 500
% Change from Pre-Recession Peak -74.4% -33.9%
Time to Full Recovery 241 days 148 days

 
Feeling jittery about BALY stock? Consider portfolio approach.

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