Photo illustration by Cheng Xin/Getty ImagesGetty ImagesWynn stock (NASDAQ: WYNN) has been on a tear. The stock is up around 50% year-to-date, far outpacing the S&P 500’s 16% gain. The company reported solid Q3 2025 earnings that topped expectations on both revenue and profit. At first glance, that looks like a comeback story worth betting on. But if you dig into the numbers, the picture gets a lot less glamorous. Our analysis suggests the market’s enthusiasm may be overdone — and that Wynn stock could be h ...

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Core Insights - Wynn Resorts and Marjan LLC have announced the development of Janu Al Marjan Island, a new resort by Aman Group, set to open in late 2028, complementing the existing Wynn Al Marjan Island project [1][3] - Janu Al Marjan Island will focus on a unique hospitality experience centered around human interaction and wellness, featuring 132 rooms with views of the Arabian Gulf, wellness facilities, and various dining options [2][3] - The development of these resorts is part of Ras Al Khaimah's strategy to position itself as a world-class lifestyle and hospitality destination, enhancing its appeal to global travelers [3][7] Company Developments - Wynn Al Marjan Island is set to be the first integrated resort in the UAE, opening in 2027, with 1,530 rooms, 22 dining options, a theater, and a beach club [5][6] - The resort will also include a marina with 99 berths for luxury yachts and a shopping promenade of 15,000 square meters featuring top luxury boutiques [5] - Marjan LLC is focused on developing urban destinations in Ras Al Khaimah, with Al Marjan Island as a flagship project aimed at attracting global investment [7][8] Market Positioning - The collaboration between Wynn Resorts and Aman Group reflects a commitment to creating exceptional experiences that resonate with discerning travelers [3] - The introduction of Janu Al Marjan Island is expected to drive high-quality visitation to Wynn Al Marjan Island, enhancing the overall guest experience [3] - The developments are aligned with Ras Al Khaimah's long-term economic strategy, aiming to create vibrant communities and attract foreign investment [7][8]

Core Insights - The article emphasizes the investment philosophy focused on small cap companies, highlighting the importance of identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1]. Group 1: Investment Philosophy - The investment approach is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1]. Group 2: Market Focus - The investment strategy encompasses markets in the US, Canada, and Europe, indicating a broad geographical focus for potential investment opportunities [1].

Core Insights - The article emphasizes the investment philosophy focused on small cap companies, highlighting the importance of identifying mispriced securities through understanding financial drivers and utilizing DCF model valuation [1]. Investment Philosophy - The investment approach is not confined to traditional categories such as value, dividend, or growth investing, but rather considers all prospects of a stock to assess risk-to-reward [1].

Core Insights - Wynn Resorts Ltd. reported third-quarter revenue of $1.83 billion, exceeding analyst forecasts of $1.77 billion, representing an 8.3% year-over-year increase [1] - The company missed earnings expectations with adjusted earnings per share of $0.86, below the anticipated $1.17 [1] Revenue Breakdown - Wynn Palace in Macau generated $635.5 million in operating revenue, an increase of $115.7 million from the previous year [2] - Wynn Macau contributed $365.5 million in revenue, up $13.6 million year-over-year [2] - Las Vegas operations in the U.S. delivered $621 million in revenue, reflecting a year-over-year increase of $13.8 million [2] Profitability Metrics - Adjusted Property EBITDAR rose 8% to $570.1 million from $527.7 million in the prior-year quarter, driven by recovery and strong performance in Macau [2]

Core Insights - Wynn Resorts, Limited (WYNN) reported mixed third-quarter 2025 results, with earnings missing the Zacks Consensus Estimate but revenues exceeding expectations, showing an 8.3% year-over-year increase [1][4][10] Financial Performance - Adjusted earnings per share (EPS) for the quarter were 86 cents, below the Zacks Consensus Estimate of $1.09, compared to 90 cents in the prior-year quarter [4][10] - Quarterly operating revenues reached $1.83 billion, surpassing the consensus mark by 3.9% [4] Operational Highlights - Strong performance was noted across Wynn Resorts' properties, particularly in Macau and Las Vegas, with Macau benefiting from market share gains and increased mass table drop [2][10] - Wynn Palace's operating revenues were $635.5 million, up 22.3% year over year, while casino revenues increased by 29.8% to $542.4 million [5] - Wynn Macau's operating revenues were $365.5 million, reflecting a 3.9% year-over-year increase, with casino revenues rising 6% to $314.5 million [6][7] - Las Vegas operations generated $621 million in revenues, a 2.3% increase year over year, with casino revenues jumping 11.3% to $161.6 million [8] Project Developments - Progress was made on the Wynn Al Marjan Island project, with construction advancing toward completion [2] Cash Position and Debt - As of September 30, 2025, Wynn Resorts had cash and cash equivalents totaling $1.49 billion, down from $1.98 billion in the prior quarter [13] - Total outstanding debt amounted to $10.57 billion, including $5.81 billion related to Macau operations [13] Market Reaction - WYNN stock experienced a 1% decline in after-hours trading following the earnings release [3]

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Core Insights - Wynn Resorts reported revenue of $1.83 billion for the quarter ended September 2025, reflecting an 8.3% increase year-over-year and a surprise of +3.88% over the Zacks Consensus Estimate of $1.77 billion [1] - The company's EPS was $0.86, down from $0.90 in the same quarter last year, resulting in an EPS surprise of -21.1% compared to the consensus estimate of $1.09 [1] Financial Performance Metrics - Table Games Win in Las Vegas Operations was $150.07 million, exceeding the average estimate of $141.79 million [4] - Slot Machine Win in Las Vegas Operations reached $123.5 million, surpassing the average estimate of $121.02 million [4] - Table Drop in Las Vegas Operations was $652.29 million, compared to the estimated $586.05 million [4] - REVPAR for Las Vegas Operations was $433.00, slightly above the two-analyst average estimate of $422.12 [4] - Operating revenues for Encore Boston Harbor were $211.75 million, below the estimated $217.42 million, representing a -1.1% change year-over-year [4] - Operating revenues for Las Vegas Operations were $621.01 million, exceeding the estimated $598.6 million, with a +2.3% change year-over-year [4] - Operating revenues for Wynn Palace were $635.47 million, significantly above the estimated $581.65 million, reflecting a +22.3% change year-over-year [4] - Operating revenues for Wynn Macau were $365.51 million, slightly above the estimated $361.2 million, with a +3.9% change year-over-year [4] - Operating revenues for Las Vegas Operations in Entertainment, retail, and other segments were $80.18 million, below the estimated $84.23 million, representing a -3.5% change year-over-year [4] - Operating revenues for Las Vegas Operations in Casino were $161.58 million, exceeding the estimated $153.51 million, with an +11.3% change year-over-year [4] - Operating revenues for Las Vegas Operations in Rooms were $186.71 million, slightly above the estimated $181.21 million, with a -0.2% change year-over-year [4] - Operating revenues for Encore Boston Harbor in Casino were $156.21 million, below the estimated $164.19 million, reflecting a -1.6% change year-over-year [4] Stock Performance - Wynn's shares have returned +3% over the past month, outperforming the Zacks S&P 500 composite's +1.3% change [3] - The stock currently holds a Zacks Rank 1 (Strong Buy), indicating potential for outperformance in the near term [3]

Wynn Resorts (WYNN) came out with quarterly earnings of $0.86 per share, missing the Zacks Consensus Estimate of $1.09 per share. This compares to earnings of $0.9 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -21.10%. A quarter ago, it was expected that this casino operator would post earnings of $1.2 per share when it actually produced earnings of $1.09, delivering a surprise of -9.17%.Over the last four quarters, the comp ...