Vail Resorts, Inc.

NYSE:MTN Stok Raporu

Piyasa değeri: US$5.0b

Vail Resorts Yönetim

Yönetim kriter kontrolleri 3/4

Vail Resorts CEO'su Rob Katz, May2025 tarihinde atandı, in görev süresi 1.17 yıldır. in toplam yıllık tazminatı $ 3.95M olup, şirket hissesi ve opsiyonları dahil olmak üzere 28.4% maaş ve 71.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.8% ine doğrudan sahiptir ve bu hisseler $ 40.34M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.6 yıl ve 10.8 yıldır.

Anahtar bilgiler

Rob Katz

İcra Kurulu Başkanı

US$4.0m

Toplam tazminat

CEO maaş yüzdesi28.43%
CEO görev süresi1.2yrs
CEO sahipliği0.8%
Yönetim ortalama görev süresi3.6yrs
Yönetim Kurulu ortalama görev süresi10.8yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi Jul 02

MTN: Weather Headwinds And Oasis Support Will Shape Long Term Upside

Analysts have trimmed their price target for Vail Resorts from $155.17 to $148.50. They cite updated assumptions that combine a slightly higher discount rate with revised expectations for revenue growth, profit margins, and future P/E levels.
Anlatı Güncellemesi Jun 18

MTN: Weather Volatility And Reinvestment Plans Will Shape Balanced Outlook

Analysts have trimmed their price target for Vail Resorts from $135 to $119, citing updated assumptions that combine slightly higher projected revenue growth with a lower estimated profit margin, along with a higher future P/E multiple and discount rate. What’s in the News for Vail Resorts Vail Resorts reported weak Q3 2026 results, with resort revenue down 7%, EBITDA down 14%, and skier visits down 17%, as record low snowfall in the Rockies and adverse weather across the Western U.S. weighed on performance.
Seeking Alpha Jun 12

Vail Resorts: Still Need More Proof That Demand Is Not Impaired

Summary I maintain a hold rating on Vail Resorts as proof of demand recovery remains insufficient. MTN's Q3 results were weak, with resort revenue down 7% and early pass units for next season down 10%. Weather was the primary headwind, but the pass model, cost actions, and potential normalization still offer a credible recovery path. Valuation is undemanding at 9.5x forward EBITDA, but I need clearer evidence of pass sales inflection before upgrading. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jun 04

MTN: Rental Expansion And Oasis Support Will Shape Long Term Upside

Analysts have trimmed their Vail Resorts price target slightly to about $155.17 from $155.42, reflecting updated assumptions around the discount rate, modest revenue growth and profit margin, and a marginally lower future P/E multiple. What's in the News Oasis Management Co. Ltd.
Anlatı Güncellemesi May 15

MTN: Rental Expansion And Bundling Risks Will Shape Long Term Upside

Analysts have maintained their fair value estimate for Vail Resorts at approximately $155.42. They have fine tuned assumptions around the discount rate, revenue growth, profit margin, and future P/E to reflect a more updated view of the stock's risk and earnings profile.
Anlatı Güncellemesi Apr 29

MTN: Rental Expansion And Gear Rollout Will Drive Long Term Upside

Analysts now see fair value for Vail Resorts at about $155 per share, down from roughly $164, reflecting updated views on the discount rate, expected revenue growth, profit margin, and future P/E assumptions. What's in the News A federal antitrust class action was filed against Vail Resorts and Alterra Mountain Company, alleging that ski pass bundling practices and single-day lift-ticket pricing have inflated costs and restricted competition for skiers and snowboarders across North America (Lawsuits & Legal Issues).
Anlatı Güncellemesi Apr 15

MTN: Rental Expansion And Gear Program Rollout Will Support Future Upside

Analysts have trimmed their price target for Vail Resorts to $163.92 from $174.18, reflecting updated views on the balance between slightly higher revenue growth assumptions, a modestly lower profit margin outlook, and a small shift in the future P/E multiple. What's in the News A federal antitrust class action has been filed in the U.S. District Court for the District of Colorado, alleging that Vail Resorts and Alterra Mountain Company used ski pass bundling and high single-day lift-ticket prices to restrain competition and inflate costs for skiers and snowboarders across North America (Lawsuits & Legal Issues).
Anlatı Güncellemesi Apr 01

MTN: Legal Overhang And Premium Experiences Will Support Long Term Upside

Analysts have adjusted their price target for Vail Resorts to $210 from about $223, citing updated fair value estimates that reflect revised assumptions for revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News A federal antitrust class action has been filed against Vail Resorts and Alterra Mountain Company, alleging inflated prices and suppressed competition tied to Epic Pass and Ikon Pass products, as well as high single-day lift-ticket pricing (Lawsuits & Legal Issues).
Anlatı Güncellemesi Mar 18

MTN: Rental Rollout And Reinvestment Plans Will Shape Balanced Outlook

Analysts have adjusted their price target on Vail Resorts from $146.00 to $135.00, citing updated assumptions around discount rates, expected revenue growth, profit margins, and future P/E levels. What's in the News Vail Resorts plans a multi year rollout that brings key features from its My Epic Gear program into traditional rental outlets, including the ability to choose specific gear models online or in app and access premium technologies such as BOA ski boots and Step On snowboard boots and bindings (Client Announcements).
Anlatı Güncellemesi Mar 04

MTN: Share Buybacks And Expanded Mountain Dining Experiences Will Support Future Upside

Analysts kept their fair value estimate for Vail Resorts steady at about $174.18 while slightly adjusting the discount rate and future P/E inputs. This signals a refined rather than directional shift in their price target framework.
Anlatı Güncellemesi Feb 17

MTN: Share Buybacks And New Guest Experiences Will Drive Future Upside

Analysts have made a small trim to their price target for Vail Resorts to $174.18 from $174.64. This reflects slightly adjusted views on fair value, discount rate, and future P/E assumptions.
Anlatı Güncellemesi Feb 03

MTN: Share Repurchases And New Experiences Will Support Future Value Creation

Analysts have reduced their fair value estimate for Vail Resorts by about $0.64 to $174.64. This adjustment reflects slightly higher discount rate assumptions, a minor change to expected revenue growth, and a small increase in projected profit margins and future P/E levels.
Anlatı Güncellemesi Jan 20

MTN: Buybacks And Premium On Mountain Experiences Will Support Future Upside

Analysts have trimmed their price target on Vail Resorts slightly to about US$223 from roughly US$224, reflecting updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples, while keeping the overall outlook broadly consistent. What's in the News Vail Resorts is rolling out new food and beverage concepts across its Colorado resorts this winter, including Breckenridge, Vail Mountain, Beaver Creek, Keystone and Crested Butte, with a focus on higher end offerings and social media friendly experiences (Product-Related Announcement).
Anlatı Güncellemesi Jan 06

MTN: Expanded Buybacks And New On Mountain Experiences Will Support Value Creation

Analysts have nudged their price target on Vail Resorts higher to about US$175 from roughly US$174, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E expectations. What's in the News Vail Resorts is rolling out new food and beverage concepts across its Colorado resorts this winter, including Breckenridge, Vail Mountain, Beaver Creek, Keystone and Crested Butte, with a focus on themed dining experiences and social media friendly offerings (Product-Related Announcements).
Anlatı Güncellemesi Dec 15

MTN Will Benefit From Robust Buybacks And Confident Earnings Outlook

Narrative Update on Vail Resorts Analysts have reduced their price target for Vail Resorts by approximately $11 to around $224. This reflects slightly lower expectations for revenue growth, profit margins, and future valuation multiples, while only modestly adjusting the discount rate.
Analiz Makalesi Dec 14

Vail Resorts (NYSE:MTN) Will Pay A Dividend Of $2.22

The board of Vail Resorts, Inc. ( NYSE:MTN ) has announced that it will pay a dividend of $2.22 per share on the 12th...
Analiz Makalesi Dec 13

Vail Resorts, Inc. (NYSE:MTN) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Shareholders of Vail Resorts, Inc. ( NYSE:MTN ) will be pleased this week, given that the stock price is up 12% to...
Anlatı Güncellemesi Dec 01

MTN: Expanded Share Repurchase Will Support Long-Term Value Creation

Analysts have modestly adjusted their price target for Vail Resorts, maintaining the fair value estimate at $173.73 per share after reviewing minor shifts in the discount rate and projected valuation metrics. What's in the News Vail Resorts remains focused on disciplined capital allocation, planning to spend $198 million to $203 million in core capital and an additional $51 million in European and real estate-related investments in 2025.
Anlatı Güncellemesi Nov 17

MTN: Share Buyback Momentum Will Drive Future Gains

Analysts have slightly adjusted their price target for Vail Resorts to $173.73. This reflects nuanced changes in discount rate, expected revenue growth, and profit margin projections.
Anlatı Güncellemesi Oct 31

MTN: Share Repurchases And Focus On Experiences Will Drive Future Upside

Vail Resorts Price Target Raised Slightly as Analysts Reaffirm Growth Outlook Analysts have modestly increased their price target for Vail Resorts from $173.09 to $173.73 per share, citing stable revenue growth and profit margin projections as underlying support for the new valuation. What's in the News Vail Resorts provided earnings guidance for the fiscal year ending July 31, 2026, with expected net income between $201 million and $276 million.
Anlatı Güncellemesi Oct 17

Epic Day Pass Programs And Guest Experience Investments Will Attract More Visitors

Narrative Update on Vail Resorts: Analyst Price Target Change Analysts have maintained their fair value estimate for Vail Resorts at $173.09. They cite consistent profit margins and revenue growth despite a slight uptick in the discount rate and future price-to-earnings expectations.
Anlatı Güncellemesi Oct 03

Epic Day Pass Programs And Guest Experience Investments Will Attract More Visitors

Vail Resorts’ analyst price target has been revised downward from $181.09 to $173.09, as analysts cite incremental changes to revenue growth outlook and updated discount rates as the primary reasons for the adjustment. What's in the News Vail Resorts completed a share repurchase of 1,286,620 shares for $200.01 million, totaling 28.96% of shares repurchased under the buyback program begun in 2006 (Key Developments) The company signaled a continued focus on acquisitions and investments, aiming to spend $198 to $203 million on core capital and an additional $51 million on European and real estate projects in 2025 (Key Developments) Vail Resorts projects net income of $201 to $276 million for fiscal year 2026 (Key Developments) Valuation Changes Consensus Analyst Price Target has decreased, moving from $181.09 to $173.09.
Analiz Makalesi Oct 02

Vail Resorts, Inc. (NYSE:MTN) Full-Year Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Investors in Vail Resorts, Inc. ( NYSE:MTN ) had a good week, as its shares rose 3.5% to close at US$154 following the...
Analiz Makalesi Sep 08

Vail Resorts (NYSE:MTN) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Jul 30

Is It Time To Consider Buying Vail Resorts, Inc. (NYSE:MTN)?

While Vail Resorts, Inc. ( NYSE:MTN ) might not have the largest market cap around , it saw a double-digit share price...
Seeking Alpha Mar 11

Vail Resorts: Q2 Results Better Than Feared

Summary Vail Resorts' stock has dropped 30% over the past year, but Q2 results showed a 4% after-hours increase due to solid earnings. Despite macroeconomic headwinds, Vail's focus on annual passes provides stable revenue; Q2 saw a 6% revenue rise and 8% EBITDA growth. Vail cut earnings guidance slightly due to FX headwinds but maintains a healthy balance sheet with $488 million cash and a 5.6% dividend yield. With a 7% free cash flow yield and expected 3-5% growth, Vail shares are attractive for income investors, poised to reach $170-175. Read the full article on Seeking Alpha
Seeking Alpha Jan 07

Vail Resorts: Bull Outlooks Premature, Post Strike-Related Headwinds Far From Resolved

Summary The new Vail Resorts, Inc. CEO is untested, raising concerns about leadership effectiveness. Early snow arrival is positive, but social media backlash over service and prices persists. Waiting times have surged to up to three hours, indicating severe operational issues. Ski resorts' global duopoly risks self-destruction if service bottlenecks continue. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

Vail Resorts: Shares Are Worth Considering On Better Results, Higher Guidance

Summary Vail Resorts, Inc.'s Q1 2025 results exceeded analyst expectations, prompting management to raise full-year guidance, signaling a positive outlook despite mixed financial performance. The Mountain segment saw revenue growth despite declines in lift, ski school, and retail/rental revenues, offset by increased dining and 'other' revenues. The Lodging segment experienced the strongest growth, driven by higher demand for summer lodging, while the Real Estate segment remained volatile and non-core. Despite seasonal losses, Vail Resorts' improved cash flow and raised guidance justify a soft 'buy' rating, with MTN shares appearing attractively valued on cash flow multiples. Read the full article on Seeking Alpha
Seeking Alpha Oct 27

Vail Resorts: Bet On This Turnaround Plan And Collect A 5%+ Yield While Waiting

Summary Vail Resorts is undervalued after a 20% YTD drop, despite maintaining dividends and a new plan to grow adjusted EBITDA. The company recently unveiled a two-year transformation plan aiming for $100M in annual savings by FY26, with significant corporate job cuts to boost efficiency. Vail is also enjoying an increase in season pass sales in dollar terms, despite a sharp price increase. The stock is trading at a reasonable ~10x adjusted EBITDA valuation, and sports a generous 5% dividend ($2.22 quarterly) while we wait for a rebound. Read the full article on Seeking Alpha

CEO Tazminat Analizi

Rob Katz'un ücretlendirmesi Vail Resorts'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Apr 30 2026n/an/a

US$157m

Jan 31 2026n/an/a

US$232m

Oct 31 2025n/an/a

US$267m

Jul 31 2025US$4mUS$1m

US$280m

Apr 30 2025n/an/a

US$286m

Jan 31 2025n/an/a

US$258m

Oct 31 2024n/an/a

US$233m

Jul 31 2024US$2mUS$1m

US$231m

Apr 30 2024n/an/a

US$277m

Jan 31 2024n/an/a

US$240m

Oct 31 2023n/an/a

US$230m

Jul 31 2023US$2mUS$1m

US$266m

Apr 30 2023n/an/a

US$288m

Jan 31 2023n/an/a

US$336m

Oct 31 2022n/an/a

US$350m

Jul 31 2022US$2mUS$1m

US$348m

Apr 30 2022n/an/a

US$316m

Jan 31 2022n/an/a

US$218m

Oct 31 2021n/an/a

US$142m

Jul 31 2021US$4mUS$809k

US$128m

Apr 30 2021n/an/a

US$115m

Jan 31 2021n/an/a

-US$7m

Oct 31 2020n/an/a

US$52m

Jul 31 2020US$3mUS$689k

US$99m

Apr 30 2020n/an/a

US$163m

Jan 31 2020n/an/a

US$303m

Oct 31 2019n/an/a

US$302m

Jul 31 2019US$4mUS$962k

US$301m

Tazminat ve Piyasa: Rob 'nin toplam tazminatı ($USD 3.95M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 8.35M ).

Tazminat ve Kazançlar: Rob şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Rob Katz (59 yo)

1.2yrs
Görev süresi
US$3,952,230
Tazminat

Mr. Robert A. Katz, also known as Rob, is the Executive Chairperson of the Board of Vail Resorts, Inc. He serves as the Chief Executive Officer of Vail Resorts, Inc. since May 2025. Mr. Katz served as Chai...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Robert Katz
CEO & Executive Chairman1.2yrsUS$3.95m0.80%
$ 40.3m
Angela Korch
Executive VP & CFO3.6yrsUS$2.56m0.016%
$ 779.0k
Julie DeCecco
Executive VP2.4yrsUS$1.49m0.0050%
$ 249.6k
Lynanne Kunkel
Executive VP9.2yrsUS$2.31m0.026%
$ 1.3m
William Rock
President of Mountain Division6.8yrsUS$2.08m0.027%
$ 1.3m
Nathan Gronberg
VP, Controller & Chief Accounting Officer5.8yrsVeri yok0.0049%
$ 244.6k
Chris Smith
Senior VP & Chief Information Officer2.3yrsVeri yokVeri yok
Connie Wang
Vice President of Investor Relationsno dataVeri yokVeri yok
Gregory Sullivan
Executive Vice President9.8yrsUS$975.72kVeri yok
Celeste Burgoyne
EVP & Chief Revenue Officerless than a yearVeri yokVeri yok
3.6yrs
Ortalama Görev Süresi
53.5yo
Ortalama Yaş

Deneyimli Yönetim: MTN 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Robert Katz
CEO & Executive Chairman30.1yrsUS$3.95m0.80%
$ 40.3m
Susan Decker
Independent Director10.8yrsUS$328.06k0.026%
$ 1.3m
Hilary Schneider
Independent Director16.3yrsUS$340.95k0.048%
$ 2.4m
Iris Knobloch
Independent Director2.4yrsUS$317.82k0.0053%
$ 268.2k
D. Sewell
Lead Independent Director13.5yrsUS$394.32k0.062%
$ 3.1m
Reginald Chambers
Independent Director2.3yrsUS$325.73k0.0052%
$ 259.7k
Peter Vaughn
Independent Director13.1yrsUS$360.02k0.025%
$ 1.2m
Michele Romanow
Independent Director9.8yrsUS$317.82k0.023%
$ 1.2m
Nadia Rawlinson
Independent Director6.6yrsUS$348.88k0.016%
$ 793.5k
10.8yrs
Ortalama Görev Süresi
62.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: MTN 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/06 17:56
Gün Sonu Hisse Fiyatı2026/07/02 00:00
Kazançlar2026/04/30
Yıllık Kazançlar2025/07/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Vail Resorts, Inc. 26 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Felicia Kantor HendrixBarclays
Brandt MontourBarclays
Brennan MatthewsBerenberg