Las Vegas Sands Corp. (LVS) Stock

Las Vegas Sands Corp. (LVS) is a Consumer Discretionary stock trading at $41.27 (as of 2026-09-15), with a market capitalization of $26.73B and a trailing P/E of 15.5. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Las Vegas Sands Corp. develops, owns, and operates integrated resort properties in Asia and the United States, including Marina Bay Sands in Singapore and multiple resorts in Macao, China, as well as its Las Vegas Strip property and Sands Expo and Convention Center in Nevada. Its resorts include accommodations, gaming, entertainment, retail, and convention facilities serving leisure and business visitors.

Understand Las Vegas Sands Corp.: how it makes money

LVS operates integrated casino resorts in Macau, Singapore, and Las Vegas, generating most profit from high-limit gaming handle at its Macau and Marina Bay Sands properties. Gaming accounts for nearly nine-tenths of revenue, with Macau as the dominant source, making the stock a concentrated, leveraged play on Macau's regulated visitor economy.

Macau's government license cap fixes the supply of gaming rooms, so LVS's only growth lever is winning share of a fixed-pie visitor pool by upgrading premium product and converting that flow into high-limit table handle where the per-visitor margin is structurally higher than mass-market play.

Revenue by segment (latest quarter)
Macao$2.1B
Marina Bay Sands$1.5B

Business quality (Strong): A 20% operating margin and 98% park occupancy on a regulated, capital-intensive asset base yields a Strong quality grade, but the model demands perpetual reinvestment to defend share in Macau and carries single-market regulatory risk.

Valuation: At 18× earnings, LVS trades 36% below the Restaurants, Hotels & Motels average (28×).

Bull case

  • Ambitious EBITDA floor committed: Management set a $700 million quarterly EBITDA target for Macau, supported by multi-year product investment that upgrades the premium mix and widens the structural gap versus mass-market competitors.
  • Singapore growth dilutes Macau risk: The Marina Bay Sands expansion adds premium suites, entertainment, and a major arena by early 2031 (pending approvals), building a second geographic engine that reduces dependence on one government-regulated market.
  • Valuation trails the sector: At 17.6x earnings versus the industry's 28x multiple, LVS trades at a 36% discount, suggesting the market prices in Macau-cycle risk that the $700 million EBITDA framework is structured to absorb.

Bear case

  • One market, one regulator: Macao operations net revenue of $2.1 billion (66% of total) means a shift in Macau gaming policy or a sustained visitation dip hits earnings directly with no quick geographic offset.
  • Reinvestment treadmill in fierce competition: Management acknowledged Macau remains exposed to intense competition and continued reinvestment requirements, meaning the $700 million EBITDA goal is conditional on sustained capex that pressures near-term free cash flow.
  • Visitation rebound still unconfirmed: Management could not yet confirm a post-World Cup visitation rebound in Macau, leaving the near-term revenue trajectory uncertain in a market where foot traffic through the casino doors is the primary demand driver.
Valuation — source: SEC EDGAR (first-party)
Price$41.27
Market Cap$26.73B
P/E Ratio15.5
EV / EBITDA5.3
Price / Book29.80
Price / Sales1.95
Dividend Yield3.1%
FCF Yield10.1%
DCF Value (model)$44.53
DCF Upside vs Price7.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$13.02B
Net Margin12.5%
Return on Equity192.5%
Current Ratio1.00
Revenue Growth (YoY)-0.7%
EPS Growth (YoY)-19.7%
FCF Growth (YoY)-424.1%
Financial Health — source: SEC EDGAR
Altman Z-Score2.16 (grey)
Valuation vs Sector & Industry
Stock P/E15.5
Sector P/E (Consumer Discretionary)19.9
Industry P/E (Restaurants, Hotels & Motels)24.6
vs Sector-22.4%
vs Industry-37.0%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($2.64B)
Institutional Holders Tracked10
Congressional Trades (recent)4
Company
SectorConsumer Discretionary
IndustryRestaurants, Hotels & Motels
CEORobert Glen Goldstein
Employees39,900
CountryUS
IPO Date2004-12-15

Las Vegas Sands Corp. earnings call transcripts

  • LVS Q2 FY26 earnings call transcript (reported 2026-07-22) · analysis
  • LVS Q3 FY25 earnings call transcript (reported 2025-10-22) · analysis
  • LVS Q2 FY25 earnings call transcript (reported 2025-07-23) · analysis
  • LVS Q4 FY24 earnings call transcript (reported 2025-01-29) · analysis
  • LVS Q3 FY24 earnings call transcript (reported 2024-10-23) · analysis
  • LVS Q2 FY24 earnings call transcript (reported 2024-07-24) · analysis

All LVS earnings calls

Related Companies (Restaurants, Hotels & Motels; 8 comparable companies)

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  • Caesars Entertainment, Inc. (CZR)
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  • PENN Entertainment, Inc. (PENN)
  • Hyatt Hotels Corporation (H)
  • Marriott International (MAR)
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LVS earnings history · LVS institutional & insider holders · LVS KPIs & operating metrics · LVS financials · LVS filings, presentations & press releases · LVS investor presentations & press releases · LVS SEC filings · LVS peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-09-15.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.