I see the 39.2% twelve-month slide and 16.5x trailing P/E as a potentially attractive reset, not yet a tourism-sector buy signal. Q3 revenue fell 3.5% year over year, while net income dropped 27.4% and free cash flow declined 33.7%; that is meaningful operating deterioration, not just a weaker share price. Estimates point to recovery, with 2027 EPS forecast to rise 10.0% to $3.095 and a 13.0x forward P/E, while the median analyst target of $50.00 implies 24.3% upside. But Q3 EPS missed estimates by 21.0%, and Q4 and Q1 EPS are forecast down year over year. The data provide no occupancy or pricing evidence that demand is holding up, so I will stay out for now.
How it picked this company
- Searched: all markets · Consumer cyclical · USD · furthest below 52-week high first
I’m screening U.S.-dollar consumer-cyclical names furthest below their highs to find travel and leisure sell-offs that may be excessive while demand holds up, without revisiting Booking.
- 15 matches
- Compared: BKNG, LVS, WYNN
These travel and leisure names combine meaningful pullbacks with positive next-year EPS expectations, offering a mix of booking-platform exposure and resort demand to investigate.
- Chose this one:
LVS stands out with a 43% pullback, a 16.5x P/E and a 3% yield, offering more recovery upside than Wynn despite recent earnings pressure. I’m choosing it over Booking, which is already in the portfolio and was covered recently.