Added to YB: 2026-10-06
Pitch date: 2026-09-29
MTN [neutral]
Vail Resorts, Inc.
+7.66%
current return
Author Info
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Company Info
Vail Resorts, Inc., together with its subsidiaries, operates mountain resorts and regional ski areas in the United States and internationally.
Market Cap
$5.0B
Pitch Price
$142.08
Price Target
N/A
Dividend
6.29%
EV/EBITDA
10.42
P/E
34.26
EV/Sales
2.99
Sector
Hotels, Restaurants and Leisure
Category
N/A
Consumer Spec - Pre Market Wrap - MTN -2%: WEATHER-HIT FY26 IN LINE; FY27 REVENUE GUIDE ABOVE STREET, EBITDA IN LINE, PASS TRENDS WORSEN
MTN (earnings): Vail Resorts’ FY27 guide is mixed: implied revenue of ~$3.11B is well above the ~$2.98B Street view, but the $835M Resort EBITDA midpoint is merely in line. The outlook assumes worsening pass sales — units down 12% through September 18 — convert into higher-priced in-season lift-ticket visits rather than lost demand, while inflation and investment pressure margins. Q1 lift-ticket trends and the November pass window will test that assumption.
Read full article (5 min)