WallStSmart

MacKenzie Realty Capital, Inc. Common Stock (MKZR)vsVICI Properties Inc (VICI)

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Smart Verdict

WallStSmart Research — data-driven comparison

VICI Properties Inc generates 21035% more annual revenue ($4.10B vs $19.39M). VICI leads profitability with a 67.5% profit margin vs -88.2%. VICI earns a higher WallStSmart Score of 59/100 (C).

MKZR

Hold

43

out of 100

Grade: D

Growth: 8.0Profit: 3.0Value: 5.0Quality: 4.5
Piotroski: 3/9Altman Z: -0.23

VICI

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 8.0Value: 8.3Quality: 6.5
Piotroski: 3/9Altman Z: 1.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MKZR.

VICIUndervalued (+38.7%)

Margin of Safety

+38.7%

Fair Value

$47.60

Current Price

$26.74

$20.86 discount

UndervaluedFair: $47.60Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MKZR2 strengths · Avg: 10.0/10
Price/BookValuation
0.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
49.1%10/10

Revenue surging 49.1% year-over-year

VICI4 strengths · Avg: 10.0/10
P/E RatioValuation
10.2x10/10

Attractively priced relative to earnings

Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Profit MarginProfitability
67.5%10/10

Keeps 68 of every $100 in revenue as profit

Operating MarginProfitability
70.2%10/10

Strong operational efficiency at 70.2%

Areas to Watch

MKZR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$2.82M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-34.4%2/10

ROE of -34.4% — below average capital efficiency

VICI3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.824/10

Grey zone — moderate risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-41.4%2/10

Earnings declined 41.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : MKZR

The strongest argument for MKZR centers on Price/Book, Revenue Growth. Revenue growth of 49.1% demonstrates continued momentum.

Bull Case : VICI

The strongest argument for VICI centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 67.5% and operating margin at 70.2%.

Bear Case : MKZR

The primary concerns for MKZR are EPS Growth, Market Cap, Piotroski F-Score. Debt-to-equity of 2.88 is elevated, increasing financial risk.

Bear Case : VICI

The primary concerns for VICI are Altman Z-Score, Piotroski F-Score, EPS Growth.

Key Dynamics to Monitor

MKZR profiles as a hypergrowth stock while VICI is a mature play — different risk/reward profiles.

VICI carries more volatility with a beta of 0.68 — expect wider price swings.

MKZR is growing revenue faster at 49.1% — sustainability is the question.

VICI generates stronger free cash flow (631M), providing more financial flexibility.

Bottom Line

VICI scores higher overall (59/100 vs 43/100), backed by strong 67.5% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

MacKenzie Realty Capital, Inc. Common Stock

REAL ESTATE · REIT - DIVERSIFIED · USA

MacKenzie, founded in 2013, is a West Coast-focused REIT that intends to invest at least 80% of its total assets in real property, and up to a maximum of 20% of its total assets in illiquid real estate securities.

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VICI Properties Inc

REAL ESTATE · REIT - DIVERSIFIED · USA

VICI Properties is an experiential real estate investment trust that owns one of the largest portfolios of market-leading gaming, hospitality and entertainment destinations, including the world-renowned Caesars Palace.

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