估值与市场表现 - 公司当前12个月前瞻市销率为3.76倍 高于行业平均的3.02倍 显示市场愿意支付溢价[1] - 公司股价上周五收于27.54美元 过去三个月上涨4.5% 同期行业下跌7.4%[6] - 与同业相比 公司估值高于Best Buy(前瞻市盈率0.35倍)和索尼(1.61倍) 但低于微软(10.57倍)[2] 业务转型与战略 - 公司正转向数字化商业模式 重点发展电商和数字游戏 并拓展收藏品等高毛利品类[11] - 投资物流基础设施 探索NFT和区块链项目 并将比特币纳入资产负债表[12] - 优化成本结构 精简门店网络 出售法国和加拿大业务以聚焦核心高回报业务[13] 财务状况 - 截至2024财年第四季度 公司持有48亿美元现金及等价物 资本支出从2023财年3490万美元降至1610万美元[14] - 运营现金流从2023财年负2.037亿美元改善至2024财年正1.457亿美元[14] 市场预期与评级 - 过去60天 公司当前财年每股收益共识预期从0.18美元上调至0.47美元 下一财年从0.13美元上调至0.47美元[15] - 公司获Zacks"强力买入"评级 机构投资者参与度提升可能增强股价稳定性[8][10] 行业比较 - 过去三个月 微软和索尼股价分别上涨6.9%和6.5% 而Best Buy下跌22.8%[6]

Sports betting and gaming entertainment company in 29 North American jurisdictions MGM Resorts International INVESTOR PRESENTATION 04.30.2025 OUR MISSION: TO BE THE WORLD'S PREMIER GAMING & ENTERTAINMENT COMPANY Operator of 18 properties in the United States and Macau Development underway with an integrated resort in Japan and resort in Dubai MGM Digital Online sports betting and iGaming operator in 11 jurisdictions in Europe, Canada, and South America1 1. Includes all active jurisdictions Brick and Mortar ...

Caesars Entertainment (CZR) Q1 2025 Earnings Call April 29, 2025 10:09 PM ET Speaker0 and thank you for standing by. Welcome to the Caesars Entertainment First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Brian Agnew, Senior Vice President of Corpor ...

Caesars Entertainment (CZR) Q1 2025 Earnings Call April 29, 2025 05:00 PM ET Company Participants Brian Agnew - Senior Vice President of Corporate Finance, Treasurer & Investor RelationsAnthony Carano - President and Chief Operating OfficerEric Hession - President, Caesars Sports & Online GamingBret Yunker - Chief Financial OfficerTom Reeg - Chief Executive OfficerSteven Wieczynski - Managing DirectorDavid Katz - Managing DirectorBarry Jonas - Managing DirectorJohn Decree - Director - Equity ResearchStephen ...