Added to YB: 2025-02-10
Pitch date: 2024-12-26
MTN [bullish]
Vail Resorts, Inc.
-11.53%
current return
Author Info
No bio for this author
Company Info
Vail Resorts, Inc., through its subsidiaries, operates mountain resorts and regional ski areas in the United States and internationally.
Market Cap
$5.4B
Pitch Price
$182.84
Price Target
341.00 (+111%)
Dividend
6.11%
EV/EBITDA
8.84
P/E
21.08
EV/Sales
2.78
Sector
Hotels, Restaurants and Leisure
Category
value
Vail Resorts, Inc. - $MTN
MTN: Undervalued at 11x EBITDA vs 15.4x 10yr avg. FY27 EBITDA est $1,129M (+19.4% vs consensus). Base case: 81% upside, 45% IRR. Downside: 48% return, 28% IRR. Short thesis outdated. Epic pass sales improving. Strong snow conditions vs weak FY24. Whistler recovery key. FY25 guidance conservative. Potential activist target.
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