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Melco Resorts & Entertainment Limited (MLCO)

NEUTRAL
Consumer CyclicalResorts & CasinosHong Kong

Fundamental

46

Precio

$5.43

Capitalización Bursátil

$2.08B

Parte 1 · Cuánto vale la empresa

Resumen

Melco Resorts & Entertainment Limited develops, owns, and operates casino gaming and resort facilities in Macau, the Philippines, Cyprus, and internationally. It operates through City of Dreams, Studio City, Altira Macau, Mocha, City of Dreams Manila, City of Dreams Mediterranean and Other, Other Operations, and Corporate and Other segments. The company owns and operates City of Dreams, an integrated resort that has gaming tables and gaming machines; suites and villas; food and beverage outlets; retail outlets; a wet stage performance theater; and recreation and leisure facilities, including health and fitness clubs, swimming pools, spas and salons, and banquet and meeting facilities in Cotai, Macau. It also operates Studio City, a cinematically themed integrated resort with gaming facilities, hotel, entertainment, retail, and food and beverage outlets in Cotai, Macau; and Altira Macau, an integrated resort, which offers gaming tables and gaming machines, hotel rooms, dining and casual restaurants, and recreation and leisure facilities in Taipa, Macau. In addition, the company owns and operates Mocha Clubs, which are clubs with gaming machines in Macau; City of Dreams Manila, an integrated resort in the Entertainment City complex in Manila; City of Dreams Mediterranean, an integrated resort in Limassol, Cyprus; and three satellite casinos in Nicosia, Ayia Napa, and Paphos in Cyprus. Further, it is involved in the operation of the Sri Lanka Casino and management of Nüwa Sri Lanka located in City of Dreams Sri Lanka, as well as development projects in other countries. The company was formerly known as Melco Crown Entertainment Limited and changed its name to Melco Resorts & Entertainment Limited in April 2017. The company was founded in 2003 and is based in Central, Hong Kong. Melco Resorts & Entertainment Limited is a subsidiary of Melco Leisure and Entertainment Group Limited.

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Balance y Liquidez

Ingresos

$5.30B

Últimos 12 meses (hasta 31/3/2026)

Beneficio Neto

$229M

Últimos 12 meses (hasta 31/3/2026)

Flujo de Caja Libre

-

Patrimonio Neto Total

$-1.64B

Pasivo Total

$7.31B

Ratio de Liquidez

1.01

Cobertura de Intereses

-

Deuda/EBITDA

5.87

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

General caseInfravalorado

Valor Justo

$8.04

Precio Actual

$5.43

Margen de Seguridad

+32.4%

Rango de Valor Justo

$5.22 - $10.85

Métodos de Estimación

Analyst price target:$7.35
Discounted cash flow (DCF):$15.11
Earnings multiple (P/E):$5.49
Graham growth formula:$9.61
Earnings power value (EPV):$4.26
Justified P/B:Not enough data to compute it
Dividend discount (Gordon):-
P/FFO, funds from operations:Not enough data to compute it
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:Not enough data to compute it
Consenso de Analistas:Comprar (13B / 5H / 0S)
Última Sorpresa de Resultados:+81.23%

Métricas de Valoración

Ratio P/E

9.28

ROE

-217.7%

Ratio P/B

-

P/FCF

-

Margen Bruto

38.2%

ROIC

7.4%

Radar de Rentabilidad

Value Creation (Economic Moat)

ROIC

7.4%

WACC

1.8%

ROIC − WACC

+5.6 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Criterios de Análisis Fundamental

Superado (8)

  • ROIC 7.4%
  • Gross Margin 38.2%
  • Current Ratio
  • Debt/EBITDA
  • Revenue Growth 5Y 24.5%
  • Analyst Consensus 72% Buy
  • Earnings Surprise avg 26.6%
  • Net Margin Trend 3.6% vs 0.9%

Fallido (4)

  • Price CAGR -10.09%
  • DCF valuation (Unknown)
  • ROE -217.7%
  • Piotroski F-Score 0/9

No disponible (15)

  • EPS data insufficient
  • P/FCF NaN
  • P/B Ratio NaN
  • Dividend Payout NaN%
  • Debt/Equity ratio
  • Operating Margin NaN%
  • Positive Free Cash Flow
  • CapEx intensity
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)
  • Share Dilution (missing shares data)

Piotroski F-Score

0/9

Preocupaciones financieras graves

score
criteria

Calidad de los Beneficios

-

Baja calidad: investigue la contabilidad

Dilución de Acciones

-

Recomprando acciones. Favorable para el accionista

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Yau Lung HoFounder, Chairman & CEO48
Mr. Evan Andrew WinklerPresident & Director50
Mr. Geoffrey Stuart Davis C.F.A.Executive VP & CFO56
Mr. Graham Paul WinterExecutive VP, Company Secretary & Chief Legal Officer60
Ms. Chimmy LeungExecutive Director of Corporate Communications-
Ms. Akiko TakahashiExecutive VP and Chief of Staff to Chairman & CEO72
Mr. David Ross SiskCOO of Macau Resorts63
Ms. Jeanny KimSenior VP & Group Treasurer-

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for MLCO, sourced from Markets Gazette.

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