Professional
Added to YB: 2025-07-22
Pitch date: 2025-05-11
LNW [bullish]
Light & Wonder, Inc.
-1.11%
current return
Author Info
Company Info
Light & Wonder, Inc. operates as a cross-platform games company in the United States and internationally.
Market Cap
AUD 6.4B
Pitch Price
AUD 85.25
Price Target
151.93 (+80%)
Dividend
N/A
EV/EBITDA
9.55
P/E
27.24
EV/Sales
3.43
Sector
Hotels, Restaurants and Leisure
Category
turnaround
5x5x5 Russo Student Investment Fund: Light & Wonder (NASDAQ: LNW)
LNW: 86% upside to $151.93 PT (23% IRR). Trading at 7.3x NTM EV/EBITDA, 53% discount to Aristocrat despite transformed business. New mgmt from ALL strengthening moat via IP, scale, regulation barriers. Dragon Train litigation impact immaterial. 70%+ recurring revenue provides recession resilience. Hidden value in social/iGaming segments; core slot users +6% CAGR.
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