Las Vegas Sands (LVS)
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-11-04
$40.74+6.48%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-11-04
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 steady. 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 under pressure — Annual earnings per share: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 11% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 18%.
View QualityManagement screens strong on capital allocation, margins, the balance sheet, 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 48% in its worst 12-month stretch.
View RiskLVS needs Macau and Singapore growth to keep compounding. Revenue growth is slowing after a strong start. The latest quarter missed earnings expectations. LVS trades at 14 times earnings. Peers trade at 16 times earnings. The market expects less growth than we see. Our model puts the next miss near 46%. The thesis comparison is not yet verified. Peer multiples imply a price about 52% above where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-11-04. 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 Nov 2026).
Based on 8 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 10 valuation methods, at three horizons. As of 2026-11-04. 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.
Threatens: Invest in growth in Macao and Singapore
Earnings miss and higher costs pressure growth execution, though one quarter does not break the thesis.
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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $40.74
The last 12 months of price, then the range of analyst 12-month targets from today’s $40.74.
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.
Threatens: Drive growth in Macao and Singapore markets
A 17% EBITDA decline amid premium weakness is a meaningful headwind to Macao and Singapore growth.
Missing the Q3 profit forecast signals operating weakness, though the headline alone does not establish a thesis break.
Threatens: Drive growth in Macao and Singapore markets
Worse-than-expected Q3 results weigh on growth expectations in core markets.
Threatens: Drive growth in Macao and Singapore markets
Soft Macau and Singapore revenue trends directly challenge the core growth objective.
Advances: Drive growth in Macao and Singapore markets
Expansion aligns with growth in Macao market objectives.
Advances: Increase return of capital to shareholders
Increased buyback supports return of capital to shareholders.
Advances: Drive growth in Macao and Singapore markets
Targets significant EBITDA growth in Macau aligns with growth objectives.
