Analisi facoltativa del prodotto
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VICI Properties Inc.'s published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $24.8B | |
|---|---|---|
| Revenue (ttm) | 4.1B | |
| Net income (ttm) | 2.8B | |
| EPS (ttm) | $2.58 | |
| Shares out | 1.1B | |
| P/E (trailing) | 9.1x | |
| P/E (forward) | 7.8x | |
| Dividend | $1.84 (7.85%) | |
| Volume | 7,830,749 | |
| Beta | 0.67 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $1.51B | $2.60B | $3.61B | $3.85B | $4.01B | +27.6% |
| Gross profit | $1.49B | $2.58B | $3.58B | $3.82B | $3.98B | +27.9% |
| Operating income | $1.42B | $1.68B | $3.37B | $3.56B | $3.66B | +26.8% |
| Net income | $1.01B | $1.12B | $2.51B | $2.68B | $2.78B | +28.6% |
| EPS (diluted) | $1.76 | $1.27 | $2.47 | $2.56 | $2.61 | +10.4% |
| EBITDA | $1.42B | $1.68B | $3.37B | $3.56B | $3.67B | +26.7% |
| R&D | $1 | $0 | $1 | — | — | +2.2% |
| SG&A | $33.1M | $48.3M | $59.6M | $69.1M | $65.1M | +18.4% |
Recent company headlines from major financial publishers.
Modal base case reflects predictable contractual compounding under master triple-net leases with Caesars and MGM. Full occupancy and contractual annual rent escalators drive top-line revenue from $4,006.12M in FY2025 to consensus expectations of $4,216.02M in FY2026 and $4,361.99M in FY2027. Operating margins normalize around 91.2% to 91.5%, and modest landlord capex ($1.34M in FY2025) preserves robust cash flow conversion supporting dividend distributions.
Bull case assumes accelerated capital deployment into non-gaming experiential assets, including build-to-suit hospitality partnerships such as Club Med and development opportunities on the 50-acre Las Vegas parcel adjacent to Planet Hollywood. Higher CPI-linked rent escalators expand top-line growth above consensus, while VICI's valuation multiple re-rates toward the peer net-lease median from its discounted forward P/E of 7.77x.
| Ke ↓ / g → | 1.8% | 2.0% | 2.3% | 2.5% | 2.8% |
|---|---|---|---|---|---|
| 6.9% | $35.0 | $36.1 | $37.3 | $38.7 | $40.3 |
| 7.4% | $32.5 | $33.4 | $34.4 | $35.5 | $36.7 |
| 7.9% | $30.3 | $31.1 | $31.9 | $32.8 | $33.8 |
| 8.4% | $28.5 | $29.2 | $29.8 | $30.6 | $31.4 |
| 8.9% | $27.0 | $27.5 | $28.1 | $28.7 | $29.3 |
Upcoming earnings date and setup when available.
Il rating riportato dall'edizione di ricerca pubblicata ogni mese. Un rating confronta il prezzo alla data dell'analisi con il valore equo; non indica se la valutazione si è rivelata corretta.
| Anno | gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
