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Melco Resorts & Entertainment Limited (MLCO)

NEUTRAL
Consumer CyclicalResorts & CasinosHong Kong

Fundamental

46

Preço

$5.43

Capitalização de Mercado

$2.08B

Parte 1 · Quanto vale a empresa

Visão Geral

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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Balanço & Liquidez

Receita

$5.30B

Últimos 12 meses (até 31/03/2026)

Resultado Líquido

$229M

Últimos 12 meses (até 31/03/2026)

Fluxo de Caixa Livre

-

Capital Próprio Total

$-1.64B

Passivo Total

$7.31B

Rácio de Liquidez

1.01

Cobertura de Juros

-

Dívida/EBITDA

5.87

Resultados Por Ação

Receita & Resultado Líquido

Fluxo de Caixa Livre

Decomposição dos Resultados

Demonstração histórica

Margens ao longo do tempo

A dívida ao longo do tempo

Quanto pesa a dívida

Grelha do crescimento

Crescimento — Receitas

Estimativa de Valor Justo

General caseSubvalorizada

Valor Justo

$8.04

Preço Atual

$5.43

Margem de Segurança

+32.4%

Intervalo de Valor Justo

$5.22 - $10.85

Métodos de Estimativa

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 dos Analistas:Comprar (13B / 5H / 0S)
Última Surpresa de Resultados:+81.23%

Métricas de Avaliação

Rácio P/E

9.28

ROE

-217.7%

Rácio P/B

-

P/FCF

-

Margem Bruta

38.2%

ROIC

7.4%

Radar de Rentabilidade

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.

Critérios de Análise Fundamental

Aprovado (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%

Reprovado (4)

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

Indisponível (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

Preocupações financeiras graves

score
criteria

Qualidade dos Resultados

-

Baixa qualidade: investigar a contabilidade

Diluição de Ações

-

A recomprar ações. Favorável ao acionista

Governação

Equipa Executiva

NomeCargoIdade
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 · O preço e o momento de entrar

Esta parte não serve para saber se a empresa vale: serve para escolher quando comprá-la, depois que os fundamentos te convenceram. Dentro: análise técnica, potencial, quedas históricas, exposição gama.

Latest News

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