Boyd Gaming (BYD)
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-09-04
$78.02+0.30%
Close 2026-09-04 · 1-day change
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-09-04
Research Workspace
Put BYD beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — Maintain consistent revenue growth: Q1 FY26 rev +0.0% vs 2% target.
View ThesisRevenue growth is slowing — up about 2% over the past year and decelerating.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskBYD's growth in the Midwest and South must continue to offset Las Vegas weakness. Revenue growth is crucial to justify the current valuation. Revenue grew 0.0% year over year, missing the 2% target. BYD trades at 10.5× P/E versus a peer median of 15.1×. This suggests the price reflects less growth than expected. The primary risk is the potential for further revenue shortfalls. Peer multiples imply a price about 12% above where it trades. This read is provisional.
Trailing returns as of 2026-09-04. BYD is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering BYD (as of Sep 2026).
Based on 6 Wall Street analysts offering 12-month price targets for BYD in the last 4 months.
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Compare BYD with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| BYD Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Casinos & Gaming — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put BYD next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Maintain consistent revenue growth
EPS beat supports consistent revenue growth objective.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $78.02
The last 12 months of price, then the range of analyst 12-month targets from today’s $78.02.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Maintain consistent revenue growth
Growth in Midwest and South offsets Las Vegas weakness.
Threatens: Maintain consistent revenue growth
Revenue shortfall indicates potential growth challenges.
Advances: Increase cash from operations
Analyst upgrade highlights cash flow strength, supporting cash operations.
Advances: Maintain consistent revenue growth
Positive sentiment from Wall Street supports revenue growth.
Threatens: Maintain consistent revenue growth
Regional headwinds could hinder revenue growth.