WallStSmart

Hilton Grand Vacations Inc (HGV)vsRed Rock Resorts Inc (RRR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hilton Grand Vacations Inc generates 124% more annual revenue ($4.51B vs $2.01B). RRR leads profitability with a 9.3% profit margin vs 1.8%. RRR trades at a lower P/E of 18.8x. HGV earns a higher WallStSmart Score of 56/100 (C).

HGV

Buy

56

out of 100

Grade: C

Growth: 4.7Profit: 5.5Value: 6.3Quality: 5.5
Piotroski: 4/9Altman Z: 1.28

RRR

Buy

51

out of 100

Grade: C-

Growth: 4.0Profit: 8.5Value: 4.7Quality: 4.3
Piotroski: 4/9Altman Z: 1.10
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HGVOvervalued (-11.4%)

Margin of Safety

-11.4%

Fair Value

$41.65

Current Price

$40.66

$0.99 premium

UndervaluedFair: $41.65Overvalued
RRRSignificantly Overvalued (-205.7%)

Margin of Safety

-205.7%

Fair Value

$21.22

Current Price

$58.75

$37.53 premium

UndervaluedFair: $21.22Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HGV1 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

RRR2 strengths · Avg: 10.0/10
Return on EquityProfitability
111.3%10/10

Every $100 of equity generates 111 in profit

Operating MarginProfitability
31.8%10/10

Strong operational efficiency at 31.8%

Areas to Watch

HGV4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

EPS GrowthGrowth
1.9%4/10

1.9% earnings growth

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

RRR4 concerns · Avg: 3.0/10
Price/BookValuation
16.5x4/10

Trading at 16.5x book value

Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

PEG RatioValuation
9.372/10

Expensive relative to growth rate

EPS GrowthGrowth
-1.8%2/10

Earnings declined 1.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : HGV

The strongest argument for HGV centers on Price/Book.

Bull Case : RRR

The strongest argument for RRR centers on Return on Equity, Operating Margin.

Bear Case : HGV

The primary concerns for HGV are Revenue Growth, EPS Growth, Return on Equity. A P/E of 46.6x leaves little room for execution misses. Debt-to-equity of 5.26 is elevated, increasing financial risk.

Bear Case : RRR

The primary concerns for RRR are Price/Book, Revenue Growth, PEG Ratio.

Key Dynamics to Monitor

HGV carries more volatility with a beta of 1.47 — expect wider price swings.

HGV is growing revenue faster at 3.7% — sustainability is the question.

HGV generates stronger free cash flow (147M), providing more financial flexibility.

Monitor RESORTS & CASINOS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HGV scores higher overall (56/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Hilton Grand Vacations Inc

CONSUMER CYCLICAL · RESORTS & CASINOS · USA

Hilton Grand Vacations Inc., a timeshare company, develops, markets, sells and manages vacation-owned resorts primarily under the Hilton Grand Vacations brand. The company is headquartered in Orlando, Florida.

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Red Rock Resorts Inc

CONSUMER CYCLICAL · RESORTS & CASINOS · USA

Red Rock Resorts, Inc., through its interest in Station Holdco and Station LLC, is involved in the casino, gaming and entertainment businesses in the United States. The company is headquartered in Las Vegas, Nevada.

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