Red Rock Resorts, Inc.

Informe acción NasdaqGS:RRR

Capitalización de mercado: US$5.3b

Red Rock Resorts Dirección

Dirección controles de criterios 2/4

El CEO de Red Rock Resorts es Frank Fertitta , nombrado en Oct 2015, tiene una permanencia de 10.58 años. compensación anual total es $13.35M, compuesta por 7.5% salario y 92.5% primas, incluidas acciones y opciones de la empresa. posee directamente un 4.61% de las acciones de la empresa, por valor de $244.74M. La antigüedad media del equipo directivo y de la junta directiva es de 8.9 años y 10.7 años, respectivamente.

Información clave

Frank Fertitta

Chief Executive Officer (CEO)

US$13.3m

Compensación total

Porcentaje del salario del CEO7.49%
Permanencia del CEO10.6yrs
Participación del CEO4.6%
Permanencia media de la dirección8.9yrs
Promedio de permanencia en la Junta Directiva10.7yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha May 11

Red Rock Resorts Q1 2026 Earnings: Focus On The Long Term

Summary Red Rock Resorts dominates the Las Vegas locals' gaming market with eighteen outlets and seven major resorts. RRR reported Q1 2026 revenue of $507M (+2% yoy) and adjusted EBITDA of $213M (-1% yoy), with margins pressured by property renovations. Renovations at Durango and Green Valley Ranch are causing short-term EBITDA and margin declines but are expected to drive future growth. RRR is expanding with a $385M Durango North project and a new tribal casino in Central California opening in late 2026. Read the full article on Seeking Alpha
Actualización de narrativa May 10

RRR: Buybacks And Special Dividend Will Support Future Multiple Repricing

Analysts have trimmed the Red Rock Resorts fair value estimate by about $4.56 to $67.31, reflecting a series of recent price target cuts as they factor in slightly lower assumed revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Red Rock Resorts reflects a mix of optimism about the company’s long‑term growth potential and caution around execution and valuation, with a cluster of price target changes in both directions over the past few months.
Actualización de narrativa Apr 25

RRR: Buybacks And Special Dividend Will Support Future Equity Repricing

Analysts have nudged their fair value estimate for Red Rock Resorts slightly lower, with the target moving from about $72.69 to $71.88. The adjustment reflects recent mixed price target revisions across firms following updated views on growth, margins and appropriate P/E levels.
Actualización de narrativa Apr 11

RRR: Buybacks And Special Dividend Will Drive Future Equity Repricing

Red Rock Resorts' analyst price target has been nudged lower by a fraction, reflecting a slightly higher discount rate and fine tuned revenue growth, profit margin, and future P/E assumptions, even as recent Street research has featured a mix of target increases and one reduction from various firms. Analyst Commentary Recent Street research around Red Rock Resorts reflects an active debate on upside versus risk, with several firms adjusting price targets and at least one turning more cautious after earlier optimism.
Actualización de narrativa Mar 26

RRR: Special Dividend And Buybacks Will Support Bullish Equity Repricing

Analysts have made a small cut to the Red Rock Resorts fair value estimate to about $72.94, even as a series of recent price target increases and new positive coverage point to ongoing confidence in the company’s near term drivers. Analyst Commentary Bullish analysts are largely framing the modest cut to fair value against a backdrop of supportive research calls, with several firms lifting price targets and initiating positive coverage on Red Rock Resorts.
Actualización de narrativa Mar 10

RRR: Locals Resilience And Special Dividend Will Support Bullish Equity Repricing

Analysts have raised their average price targets on Red Rock Resorts by increments ranging from about $1 to $10. These changes reflect updated views on the stock that indicate a slightly higher implied valuation, supported by sector previews and refreshed expectations for Las Vegas and digital gaming trends.
Actualización de narrativa Feb 24

RRR: Locals Resilience And Special Dividend Will Shape Bullish Outlook

The updated analyst price target for Red Rock Resorts has increased to about $73 from roughly $67. Analysts cite refreshed assumptions around fair value, slightly adjusted discount rates, and tweaks to revenue growth, profit margin, and future P/E expectations.
Actualización de narrativa Feb 09

RRR: Locals Resilience And Development Pipeline Will Shape Fairly Balanced Outlook

Analysts have nudged their price targets on Red Rock Resorts slightly higher, with our fair value estimate moving to about $67.47 from $67.07, as they point to modestly stronger profit margin assumptions, slightly higher revenue growth expectations, a small adjustment to future P/E, and updated views on sector risks reflected in a lower discount rate. Analyst Commentary Recent Street research on Red Rock Resorts has been active, with several firms adjusting price targets and refreshing their views on the company and the broader U.S. gaming sector.
Actualización de narrativa Jan 26

RRR: Locals Resilience And Renovation Pipeline Will Shape Fairly Balanced Outlook

Red Rock Resorts' analyst price target has edged higher by about $1 to roughly $67, as analysts factor in modestly adjusted assumptions around revenue growth, profit margins, discount rate and future P/E expectations following recent sector and company specific research updates. Analyst Commentary Recent research on Red Rock Resorts has been active, with several firms adjusting ratings and price targets as they reassess the company’s project pipeline, construction headwinds and positioning in the Las Vegas locals market.
Actualización de narrativa Jan 10

RRR: Locals Resilience And Renovation Pipeline Will Shape Balanced Future Prospects

Analysts have nudged their blended price target for Red Rock Resorts higher from about US$65.20 to roughly US$66.13, citing ongoing renovation and expansion projects, a fuller project pipeline, and views that recent construction disruption and Las Vegas locals trends are already reflected in updated growth, margin, and P/E assumptions. Analyst Commentary Research views on Red Rock Resorts have shifted toward a more constructive stance, but with some clear valuation and execution caveats that investors should be aware of.
Artículo de análisis Jan 06

We Like These Underlying Return On Capital Trends At Red Rock Resorts (NASDAQ:RRR)

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Actualización de narrativa Dec 20

RRR: Las Vegas Locals Strength And Pipeline Execution Will Shape Future Upside Risk

Analysts have nudged their fair value estimate for Red Rock Resorts slightly higher to approximately $65.20 per share from about $65.07, citing a robust Las Vegas locals backdrop, a growing pipeline of development and expansion projects, and expectations for solid EBITDA growth despite ongoing construction disruption. Analyst Commentary Recent Street research continues to highlight a constructive backdrop for Red Rock Resorts, with most commentary focused on the durability of Las Vegas locals demand, the scale of the development pipeline, and how ongoing construction disruption is being reflected in forward estimates and valuation.
Actualización de narrativa Dec 05

RRR: Expanded Project Pipeline Will Drive Future Upside Despite Ongoing Renovations

Analysts have trimmed their average price target on Red Rock Resorts by less than $1 to approximately $65, citing a fully valued share price in the near term. This comes despite robust Las Vegas locals fundamentals and a multiyear project pipeline that could add several hundred million dollars of incremental EBITDA.
Actualización de narrativa Nov 21

RRR: Project Pipeline Expansion Will Drive Incremental Upside Amid Renovation Progress

Red Rock Resorts' consensus price target edged lower by $0.08 to $65.77, as analysts noted ongoing construction disruptions and fully valued shares. However, they continue to see long-term growth potential supported by project expansions and local market strength.
Actualización de narrativa Nov 05

RRR: Ongoing Renovations And Expansion Are Expected To Drive Stronger Upside Momentum

Red Rock Resorts' analyst price target has increased by nearly $2 to approximately $65.85. Analysts cite strong project momentum, sustained revenue growth, and local market strength as key drivers for the upward revision.
Artículo de análisis Oct 31

Red Rock Resorts (NASDAQ:RRR) Has Announced That It Will Be Increasing Its Dividend To $0.26

Red Rock Resorts, Inc.'s ( NASDAQ:RRR ) dividend will be increasing from last year's payment of the same period to...
Actualización de narrativa Oct 21

Analyst Commentary Drives Upward Price Target for Red Rock Resorts Amid Valuation Shifts

The analyst price target for Red Rock Resorts has been raised by $1 to $65 per share. Analysts cite continued strong performance and increased market optimism as supporting factors for higher valuations.
Artículo de análisis Aug 01

Red Rock Resorts, Inc. Just Recorded A 34% EPS Beat: Here's What Analysts Are Forecasting Next

Red Rock Resorts, Inc. ( NASDAQ:RRR ) defied analyst predictions to release its second-quarter results, which were...
Artículo de análisis Jul 18

Is Red Rock Resorts, Inc. (NASDAQ:RRR) Potentially Undervalued?

Red Rock Resorts, Inc. ( NASDAQ:RRR ), might not be a large cap stock, but it received a lot of attention from a...
Artículo de análisis Jul 02

Earnings Not Telling The Story For Red Rock Resorts, Inc. (NASDAQ:RRR)

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 18x, you may...
Artículo de análisis Jun 14

Returns At Red Rock Resorts (NASDAQ:RRR) Are On The Way Up

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Mar 19

Red Rock Resorts: Shares Are Worth The Premium

Summary Red Rock Resorts, Inc. operates and manages casinos in Las Vegas, a prime location for gaming, with significant growth potential driven by population and income increases. Despite decent fundamentals, Red Rock Resorts' shares are more expensive than similar businesses, but the premium is justified by its market position and growth prospects. Revenue growth has been strong, particularly from casino and food and beverage sales, but net income has declined due to rising costs and interest expenses. While shares are pricey compared to peers, the growth opportunities and market conditions support maintaining a "buy" rating for RRR stock. Read the full article on Seeking Alpha
Seeking Alpha Dec 12

Red Rock Resorts: A Buy On Any Dip

Summary Red Rock Resorts' new Durango property is performing well, despite some cannibalization from nearby properties. The $1 billion land bank value isn't fully reflected in RRR's current stock price. RRR's management is highly regarded, but Quant ratings suggest a Sell due to growth concerns. Foundational positioning indicates RRR is moving in the right direction, despite mixed signals from Quant ratings. Read the full article on Seeking Alpha
Seeking Alpha Oct 20

Off-Strip Domination: Why Red Rock Is My Favorite Hotel And Casino In Vegas

Summary Red Rock Resorts is poised for growth with an undervalued real estate portfolio and strong market share in the Las Vegas locals market. RRR's operational efficiency, strategic land bank, and high-quality assets position it to capitalize on Las Vegas's growing affluent population. The company's new Durango property and North Folk development are key growth drivers, expected to significantly boost EBITDA and market presence. Despite macroeconomic risks, RRR's superior capital structure and strategic positioning make it a compelling investment opportunity. Read the full article on Seeking Alpha
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Nueva narrativa Aug 28

Durango Casino Resort's Expansion And Strategic Investments Promise To Elevate Market Dominance And Profits

Expansion and reinvestment strategies at properties like Durango Casino Resort are aimed at boosting visitation, gaming revenue, and enhancing non-gaming revenue segments.
Seeking Alpha Aug 01

Red Rock Resorts Update: The Bullish Trend Remains Intact

Summary Red Rock Resorts, Inc. shares reached new highs in April 2024 and have shown a bullish trend since the pandemic lows in March 2020. Despite deteriorating Factors and Dividend Grades, Red Rock Resorts continues to outperform leading casino operators and reward investors. Union issues have not stopped Red Rock Resorts' upward trajectory, with the company facing labor disputes but still showing strong performance in the sector. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Frank Fertitta en comparación con los beneficios de Red Rock Resorts?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$186m

Dec 31 2025US$13mUS$1m

US$188m

Sep 30 2025n/an/a

US$190m

Jun 30 2025n/an/a

US$177m

Mar 31 2025n/an/a

US$156m

Dec 31 2024US$3mUS$1m

US$154m

Sep 30 2024n/an/a

US$164m

Jun 30 2024n/an/a

US$170m

Mar 31 2024n/an/a

US$174m

Dec 31 2023US$3mUS$1m

US$176m

Sep 30 2023n/an/a

US$211m

Jun 30 2023n/an/a

US$226m

Mar 31 2023n/an/a

US$202m

Dec 31 2022US$3mUS$1m

US$205m

Sep 30 2022n/an/a

US$262m

Jun 30 2022n/an/a

US$284m

Mar 31 2022n/an/a

US$355m

Dec 31 2021US$3mUS$1m

US$242m

Sep 30 2021n/an/a

US$123m

Jun 30 2021n/an/a

US$95m

Mar 31 2021n/an/a

-US$63m

Dec 31 2020US$2mUS$538k

-US$150m

Sep 30 2020n/an/a

-US$175m

Jun 30 2020n/an/a

-US$235m

Mar 31 2020n/an/a

-US$167m

Dec 31 2019US$2mUS$1m

-US$3m

Compensación vs. Mercado: La compensación total de Frank($USD13.35M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.38M).

Compensación vs. Ingresos: La compensación de Frank ha aumentado más de un 20% en el último año.


CEO

Frank Fertitta (63 yo)

10.6yrs
Permanencia
US$13,349,153
Compensación

Mr. Frank J. Fertitta, III, has been Chief Executive Officer and Manager of Station Casinos LLC since January 2011 and June 2011 respectively. He serves as Co-Founder and Principal Owner at TKO Group Holdi...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Frank Fertitta
Chairman & CEO10.6yrsUS$13.35m4.61%
$ 244.7m
Lorenzo Fertitta
VP & Vice Chairman of the Board10.7yrsUS$11.32m7.63%
$ 405.4m
Scott Kreeger
President4.3yrsUS$8.65m0.27%
$ 14.6m
Stephen Cootey
Executive VP9yrsUS$5.04m0.44%
$ 23.4m
Kord Nichols
Executive VP & COO2.3yrsUS$4.25m0.14%
$ 7.5m
Jeffrey Welch
Executive VP & Chief Legal Officer8.9yrsUS$4.30m0.53%
$ 28.3m
Wes Allison
Chief Accounting Officerno datasin datossin datos
Daniel Foley
Vice President of Finance & Investor Relationsno datasin datossin datos
8.9yrs
Permanencia media
56yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de RRR es experimentado (8.9 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Frank Fertitta
Chairman & CEO10.7yrsUS$13.35m4.61%
$ 244.7m
Lorenzo Fertitta
VP & Vice Chairman of the Board10.7yrsUS$11.32m7.63%
$ 405.4m
James Nave
Lead Independent Director10.7yrsUS$394.37k0.098%
$ 5.2m
Robert Lewis
Independent Director10.7yrsUS$344.37k0.098%
$ 5.2m
Robert Cashell
Independent Director10.7yrsUS$347.50k0.098%
$ 5.2m
10.7yrs
Permanencia media
63yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de RRR son experimentados ( 10.7 años antigüedad media).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 11:50
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Red Rock Resorts, Inc. está cubierta por 25 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Brandt MontourBarclays
Michael HickeyBenchmark Company
Zachary SilverbergBerenberg