Melco Resorts & Entertainment Limited

NasdaqGS:MLCO Rapport sur les actions

Capitalisation boursière : US$2.1b

Melco Resorts & Entertainment Croissance future

Future contrôle des critères 3/6

Melco Resorts & Entertainment devrait augmenter ses bénéfices et son chiffre d'affaires de 17.8% et de 3.4% par an respectivement. Le BPA devrait croître de de 17.4% par an. Le rendement des capitaux propres devrait être 864.1% dans 3 ans.

Informations clés

17.8%

Taux de croissance des bénéfices

17.44%

Taux de croissance du BPA

Hospitality croissance des bénéfices18.2%
Taux de croissance des recettes3.4%
Rendement futur des capitaux propres864.10%
Couverture par les analystes

Good

Dernière mise à jour05 May 2026

Mises à jour récentes de la croissance future

Article d'analyse • Feb 17

Melco Resorts & Entertainment Limited Just Beat EPS By 7.6%: Here's What Analysts Think Will Happen Next

It's been a sad week for Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ), who've watched their investment drop...

Recent updates

Seeking Alpha • May 03

Melco Resorts: Q1 2026 Earnings Confirms Our Bullish Case

Summary Melco Resorts & Entertainment maintains cost discipline and premium positioning, driving resilient margins amid intense Macau competition. MLCO's 1Q26 adjusted property EBITDA margins rose to 27.4%, with 16% YoY EBITDA growth in Macau, supporting a 5% share price pop post-earnings. The upcoming 2H26 launch of the REM hotel positions MLCO as the only operator with new premium capacity, expected to catalyze earnings and market share gains. Trading at 6.5x forward EV/EBITDA, MLCO offers 48% upside to a 9.8x target multiple; Buy rating maintained, with risks from slower GGR growth and new property execution. Read the full article on Seeking Alpha
Article d'analyse • Feb 17

Melco Resorts & Entertainment Limited Just Beat EPS By 7.6%: Here's What Analysts Think Will Happen Next

It's been a sad week for Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ), who've watched their investment drop...
Article d'analyse • Apr 14

Melco Resorts & Entertainment Limited's (NASDAQ:MLCO) Revenues Are Not Doing Enough For Some Investors

When you see that almost half of the companies in the Hospitality industry in the United States have price-to-sales...
Article d'analyse • Feb 01

Investors Could Be Concerned With Melco Resorts & Entertainment's (NASDAQ:MLCO) Returns On Capital

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Businesses...
Article d'analyse • Dec 27

Little Excitement Around Melco Resorts & Entertainment Limited's (NASDAQ:MLCO) Revenues

Melco Resorts & Entertainment Limited's ( NASDAQ:MLCO ) price-to-sales (or "P/S") ratio of 0.5x might make it look like...
Seeking Alpha • Dec 27

Melco Resorts: Leverage And Capex Are Still Concerns, Even With A Macau Rebound

Summary Melco Resorts shows some Q3’24 improvement, but high capex costs and financial leverage hinder profitability and shareholder returns. Operating income barely covers interest expenses; substantial debt and upcoming maturities pose significant financial risks. Macau tourism recovery is slower than expected, adding to the challenges of improving profitability in a competitive market. Despite some positive strides this quarter, I remain cautious due to financial risks and recommend investors carefully consider these before investing. Read the full article on Seeking Alpha
Article d'analyse • Dec 06

Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Shares Could Be 22% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Melco Resorts & Entertainment is US$8.36 based on 2 Stage Free Cash Flow to...
Article d'analyse • Nov 09

Should You Investigate Melco Resorts & Entertainment Limited (NASDAQ:MLCO) At US$6.83?

Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ), might not be a large cap stock, but it received a lot of...
Seeking Alpha • Oct 01

Melco Resorts Has Been Left Financially Distressed

Summary Melco Resorts & Entertainment has faced significant challenges in past years from China's response to COVID, as tourism in Macau has suffered greatly. While Macau's tourism has recovered and the Chinese economy looks to gain from stimulus measures, remaining strict VIP casino guidelines continue to pressure the overall performance. Melco's relatively low margin level and high debt leverage risks to investors, and pose a major risk. Melco's real estate holdings should still provide a good safety net. The MLCO stock's valuation looks fair, but I suggest caution as the high debt highly leverages shareholders' returns. Read the full article on Seeking Alpha
Article d'analyse • Sep 27

The Market Lifts Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Shares 40% But It Can Do More

Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ) shares have had a really impressive month, gaining 40% after a...
Article d'analyse • Sep 19

Be Wary Of Melco Resorts & Entertainment (NASDAQ:MLCO) And Its Returns On Capital

What financial metrics can indicate to us that a company is maturing or even in decline? A business that's potentially...
Article d'analyse • Aug 03

Slammed 29% Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Screens Well Here But There Might Be A Catch

Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ) shareholders that were waiting for something to happen have been...
Seeking Alpha • Jul 17

Melco Resorts: Not Willing To Roll The Dice With The Debt Stack

Summary Melco Resorts & Entertainment Limited shares have declined 11% while the market has gone up 9% since initial coverage. Since the initial write-up, the company appears to be making good (but slow) progress. The macro situation is improving for travel and demand for resorts and gaming has led to Melco Resorts' improving financial position, paying down debt steadily. Recent results show growth in Macau, but I have concerns remain about high capex costs, high interest expenses, and leverage ratios. Read the full article on Seeking Alpha
Article d'analyse • Jun 17

The Returns On Capital At Melco Resorts & Entertainment (NASDAQ:MLCO) Don't Inspire Confidence

When researching a stock for investment, what can tell us that the company is in decline? Businesses in decline often...
Article d'analyse • May 13

Melco Resorts & Entertainment Limited's (NASDAQ:MLCO) P/S Still Appears To Be Reasonable

With a median price-to-sales (or "P/S") ratio of close to 1.2x in the Hospitality industry in the United States, you...
Seeking Alpha • Mar 13

Melco Resorts: A High Valuation And Debt Overhang

Summary Melco Resorts reported another adjusted EBITDA positive quarter with an increase in both revenues and EPS. The macro situation is improving for travel and demand for resorts and gaming has led Melco Resorts' improving financial position, paying down debt. While debt reduction is a priority, the valuation is not as cheap as it appears due to high interest costs and high capex costs that should persist into the future. Read the full article on Seeking Alpha
Article d'analyse • Mar 03

Be Wary Of Melco Resorts & Entertainment (NASDAQ:MLCO) And Its Returns On Capital

When researching a stock for investment, what can tell us that the company is in decline? A business that's potentially...
Article d'analyse • Dec 22

The Market Lifts Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Shares 26% But It Can Do More

Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ) shareholders are no doubt pleased to see that the share price has...
Article d'analyse • Dec 14

Is There An Opportunity With Melco Resorts & Entertainment Limited's (NASDAQ:MLCO) 49% Undervaluation?

Key Insights Melco Resorts & Entertainment's estimated fair value is US$16.35 based on 2 Stage Free Cash Flow to Equity...
Article d'analyse • Aug 13

At US$12.00, Is Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Worth Looking At Closely?

Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ), is not the largest company out there, but it saw a double-digit...
Article d'analyse • Jun 08

Estimating The Intrinsic Value Of Melco Resorts & Entertainment Limited (NASDAQ:MLCO)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Melco Resorts & Entertainment fair value estimate is US$14.66...
Article d'analyse • Mar 05

Calculating The Fair Value Of Melco Resorts & Entertainment Limited (NASDAQ:MLCO)

Key Insights The projected fair value for Melco Resorts & Entertainment is US$12.62 based on 2 Stage Free Cash Flow to...
Article d'analyse • Jan 11

Why Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Could Be Worth Watching

Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ), might not be a large cap stock, but it received a lot of...
Article d'analyse • Sep 27

Is Melco Resorts & Entertainment (NASDAQ:MLCO) Using Debt In A Risky Way?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Sep 14

Melco Resorts submits tender proposal for gaming concession

Melco Resorts (Macau) a subsidiary of Melco Resorts & Entertainment (NASDAQ:MLCO) on September 14, 2022 submitted its detailed proposal in relation to the public tender for new gaming concessions launched by the Macau Government in July this year. "I would like to thank the Macau government for this opportunity. Our proposal reinforces our commitment to Macau and the further diversification of its economy. We look forward to playing a leadership role in partnering with the Macau government to execute on the government’s vision." said Mr. Lawrence Ho, Chairman and Chief Executive Officer
Seeking Alpha • Sep 05

Melco: Fundamentals Remain Solid Through The Headwinds

Summary As expected, Melco sustained EBITDA losses this quarter amid the impact of COVID restrictions on the Macau operations. While the near-term guidance is uncertain, Melco’s liquidity runway provides a nice buffer against any headwinds. The discounted valuation offers compelling value, particularly with management actively working to address the ADR delisting overhang. Looking through the industry-wide gross gaming revenue ((GGR)) weakness in recent quarters, I continue to see the long-term value in Melco's (MLCO) leadership in the lucrative Macau premium mass segment. Plus, the company retains a collection of high-quality assets that ensure ample room for future upside as it capitalizes on an eventual GGR recovery in the coming years. In the meantime, MLCO has done a great job on cost-cutting and given some of these cuts are structural, expect the EBITDA margin improvement to sustain over the long run as well. At the current valuation of ~5x FY24 EV/EBITDA, the stock trades at a wide discount to historical levels, presenting compelling re-rating potential from here. The key near-term catalyst remains the US-listed depositary receipt (ADR) delisting issue - with MLCO actively exploring mitigating measures such as an auditor change and a Hong Kong listing, positive progress on addressing the delisting risk could drive a re-rate. MarketScreener COVID Restrictions Weigh on Q2 2022 Results It came as no major surprise that MLCO’s Q2 2022 results was below par, with a - $13.8m EBITDA loss (vs. +$56m EBITDA in Q1 2022) headlining the print. Adjusted for luck factor (i.e., the casino’s take per dollar of rolling chip volume), the EBITDA loss would have been wider at -$16mn (vs. a $48m EBITDA in Q1 2022), as Macau activity suffered from the impact of travel restrictions amid the Omicron outbreak across China. Of note, Macau mass table GGR stands at only 14% of the pre-COVID base (or down ~60% QoQ), while the VIP rolling chip was even lower at ~4% (or down 76% QoQ). All things considered, the hold-adjusted EBITDA loss of ~$27m (including a ~$2m hold benefit) at City of Dreams Macau was a decent result. The good news, though, is that MLCO has further reduced its daily opex to $1.7m (down from ~$1.8m in Q1 2022 and ~$1.9m in Q4 2021), highlighting its flexibility on the cost side. Melco Results in the Philippines operation was better, as City of Dreams Manila saw a continued GGR recovery at >60% of pre-COVID levels (vs. ~54% in Q1 2022), matching key peer Bloomberry’s (OTC:BLBRF) quarterly performance. Key drivers include a solid increase in VIP volume and mass GGR, as the property continues to operate at full capacity. Benefiting from the government reducing the COVID alert to its lowest level, the revenue growth is flowing through the P&L as well, with EBITDA up ~31% QoQ to $46m. Similarly, the Cyprus operations reported EBITDA expansion to ~S$6m (vs. ~$1m in Q1 2022) on a GGR recovery back to pre-pandemic levels following the loosened travel restrictions since mid-April. Melco Cautious Guidance Maintained Amid Macau Uncertainty Understandably, MLCO’s commentary was cautious on the call. Thus far, the post-COVID lockdown recovery has been slower than expected in the last two weeks (though Macau’s GGR did improve over the period). While Q3 could be difficult, there are seasonal tailwinds in Q4, including the October Golden Week, which could add some cheer on a potential demand recovery. Still, management has lowered expectations, guiding that the process will still be slow and dependent on the outcome of the upcoming National Party Congress Meeting. Given the low visibility into a future demand recovery, the company is continuing to control what it can – this means an emphasis on cost control, with daily opex set to be even lower than the ~$1.7m run rate in Q2. Post-repurchase (~10m shares and ~25m ADRs), MLCO’s balance sheet is also as strong as ever, with a total liquidity of ~ $2.8bn (comprising ~ $1.65bn of cash and ~ $1.15bn from available facilities) as of quarter-end. The solid liquidity position and burn rate bodes well for the MLCO runway, while the normalization of City of Dreams Manila and Cyprus should offer additional support. Finally, the reduction of the overall budget of the Studio City Phase 2 project over the course of a smooth construction phase significantly alleviates the capex outlook, with only ~ $250m left to be incurred this year. Melco Auditor Change to Address the ADR Delisting Overhang
Article d'analyse • Aug 19

Analysts Just Slashed Their Melco Resorts & Entertainment Limited (NASDAQ:MLCO) EPS Numbers

One thing we could say about the analysts on Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ) - they aren't...
Seeking Alpha • Aug 17

Melco Resorts & Entertainment Q2 2022 Earnings Preview

Melco Resorts & Entertainment (NASDAQ:MLCO) is scheduled to announce Q2 earnings results on Thursday, August 18th, before market open. The consensus EPS Estimate is -$0.44 (-25.7% Y/Y) and the consensus Revenue Estimate is $355.76M (-37.2% Y/Y). Over the last 2 years, MLCO has beaten EPS estimates 38% of the time and has beaten revenue estimates 13% of the time.
Article d'analyse • Jun 30

Are Investors Undervaluing Melco Resorts & Entertainment Limited (NASDAQ:MLCO) By 33%?

In this article we are going to estimate the intrinsic value of Melco Resorts & Entertainment Limited ( NASDAQ:MLCO...
Seeking Alpha • Jun 23

Melco's Cyprus Foray Interests Us, But Still Too Risky

Melco is majorly exposed to Macau which is the most problematic region right now in relation to COVID-19. The Cyprus foray interests us and is a major opportunity into the somewhat untapped middle eastern market. On a valuation basis, it appears economically priced compared to peers, but the resort and convention exposure puts it in the firing line of interest rate hikes. A pass.
Article d'analyse • Jun 03

At US$5.70, Is Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Worth Looking At Closely?

Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ), is not the largest company out there, but it received a lot of...
Article d'analyse • May 07

Need To Know: Analysts Just Made A Substantial Cut To Their Melco Resorts & Entertainment Limited (NASDAQ:MLCO) Estimates

Today is shaping up negative for Melco Resorts & Entertainment Limited ( NASDAQ:MLCO ) shareholders, with the analysts...

Prévisions de croissance des bénéfices et des revenus

NasdaqGS:MLCO - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20285,845425715N/A7
12/31/20275,607313630N/A12
12/31/20265,385246729N/A11
3/31/20265,298229N/AN/AN/A
12/31/20255,163185476818N/A
9/30/20255,061104N/AN/AN/A
6/30/20254,92757N/AN/AN/A
3/31/20254,75861N/AN/AN/A
12/31/20244,63844325627N/A
9/30/20244,541-142N/AN/AN/A
6/30/20244,383-186N/AN/AN/A
3/31/20244,171-230N/AN/AN/A
12/31/20233,775-327359623N/A
9/30/20233,019-373N/AN/AN/A
6/30/20232,243-601N/AN/AN/A
3/31/20231,592-829N/AN/AN/A
12/31/20221,350-931-1,242-619N/A
9/30/20221,493-839N/AN/AN/A
6/30/20221,698-828N/AN/AN/A
3/31/20221,968-762N/AN/AN/A
12/31/20212,012-812-948-269N/A
9/30/20212,060-852N/AN/AN/A
6/30/20211,826-950N/AN/AN/A
3/31/20211,436-1,132N/AN/AN/A
12/31/20201,728-1,263-1,325-861N/A
9/30/20202,651-996N/AN/AN/A
6/30/20203,876-581N/AN/AN/A
3/31/20205,165-111N/AN/AN/A
12/31/20195,737373N/A836N/A
9/30/20195,668443N/AN/AN/A
6/30/20195,421355N/AN/AN/A
3/31/20195,207312N/AN/AN/A
12/31/20185,189340N/A1,053N/A
9/30/20185,095305N/AN/AN/A
6/30/20185,251411N/AN/AN/A
3/31/20185,321390N/AN/AN/A
12/31/20175,285345N/A1,161N/A
9/30/20175,145309N/AN/AN/A
6/30/20174,921255N/AN/AN/A
3/31/20174,693250N/AN/AN/A
12/31/20164,519176N/A1,158N/A
9/30/20164,385120N/A1,053N/A
6/30/20164,17891N/AN/AN/A
3/31/20164,02485N/AN/AN/A
12/31/20153,975106N/A522N/A
9/30/20154,038211N/AN/AN/A
6/30/20154,216310N/AN/AN/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de MLCO ( 17.8% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de MLCO ( 17.8% par an) devraient croître plus rapidement que le marché US ( 16.6% par an).

Croissance élevée des bénéfices: Les bénéfices de MLCO devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de MLCO ( 3.4% par an) devrait croître plus lentement que le marché de US ( 11.5% par an).

Croissance élevée des revenus: Le chiffre d'affaires de MLCO ( 3.4% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de MLCO devrait être très élevé dans 3 ans ( 864.1 %).

Découvrir les entreprises en croissance

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/07 07:57
Cours de l'action en fin de journée2026/05/07 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Melco Resorts & Entertainment Limited est couverte par 35 analystes. 12 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Phoebe TseBarclays
Vitaly UmanskyBernstein
Karl ChoiBofA Global Research