Las Vegas Sands (LVS)
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-09-04
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-09-04
Research Workspace
Put LVS 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 — Annual earnings per share: Q2 FY26 EPS $0.59 vs $2.35 target.
View ThesisRevenue growth is accelerating — up about 18% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 17%.
View QualityManagement screens strong on capital allocation, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 37% in its worst 12-month stretch.
View RiskLas Vegas Sands must drive growth in Macao and Singapore to justify its price. Revenue growth is steady, but the latest earnings miss indicates challenges ahead. The stock trades at 14× P/E versus a peer median of 15×. This suggests the price reflects less growth than expected. If LVS cuts guidance on the next call, that would negatively impact the stock. Peer multiples imply a price roughly in line with where it trades. Our read is provisional.
Trailing returns as of 2026-09-04. LVS is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering LVS (as of Sep 2026).
Based on 7 Wall Street analysts offering 12-month price targets for LVS in the last 4 months.
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Compare LVS 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 |
|---|---|---|---|---|---|
| LVS 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 12 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 LVS next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase return of capital to shareholders
Increased buyback supports return of capital to shareholders.
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 $44.37
The last 12 months of price, then the range of analyst 12-month targets from today’s $44.37.
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.
Bottom 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Drive growth in Macao and Singapore markets
Targets significant EBITDA growth in Macau aligns with growth objectives.

Threatens: Focus on growth in Macao and Singapore
Earnings miss indicates growth challenges in Macao and Singapore.

Threatens: Focus on growth in Macao and Singapore
World Cup focus negatively impacts growth in Macao and Singapore.

Threatens: Focus on growth in Macao and Singapore
Macau revenue pressure impacts growth objectives.
Threatens: Focus on growth in Macao and Singapore
Shift in competitive advantage affects growth in Singapore.
