A Look At Las Vegas Sands (LVS) Valuation As Q1 Strength Highlights Singapore And Macao Growth

Simply Wall St.04-27 17:07

AdvertisementQ1 earnings highlight growth across core resort markets Las Vegas Sands (LVS) put its first quarter in focus with earnings that showed higher revenue and net income, supported by record ...

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For the quarter ended March 31, 2026, the company reported sales of US$3,409 million and revenue of US$3,585 million, compared with US$2,721 million and US$2,862 million a year earlier. Net income for the period was US$567 million, compared with US$352 million in the prior year quarter, with basic and diluted earnings per share from continuing operations of US$0.85 versus US$0.49. Executives also highlighted record results at Marina Bay Sands in Singapore and year over year growth in Macao, while noting that planned investments in service levels and property renovations could affect margins in the near term. See our latest analysis for Las Vegas Sands. The Q1 earnings release, combined with a recent dividend affirmation and ongoing share buybacks, has come against a mixed share price backdrop, with a 1 day share price return of 1.66% but a year to date share price return of 19.02% decline, while the 1 year total shareholder return of 49.58% points to strong momentum over a longer window. If this kind of resort driven rebound has your attention, it can be useful to widen the lens beyond casinos and tourism and look at adjacent themes. One way to do that is by scanning companies powering automation and efficiency gains through 35 robotics and automation stocks With Q1 earnings up year over year, a long running buyback in place, and the share price sitting below analyst targets, the key question is whether Las Vegas Sands is still on sale or if the market already reflects future growth. Most Popular Narrative: 19.8% Undervalued At a last close of $52.81 versus a most followed fair value estimate of $65.85, the current price sits well below that narrative anchor, putting the focus on how Singapore and Macao contribute to the model.  The full opening and ramp-up of The Londoner in Macao, with its 2,405 rooms and suites, is expected to boost revenues and cash flows significantly as the property leverages its scale and quality in a competitive market. Marina Bay Sands (MBS) in Singapore reported record EBITDA from high-value tourism and is expected to continue its growth trajectory supported by increased visitor capacity post-renovations, directly impacting revenue and EBITDA growth.  Read the complete narrative. Curious what earnings power is baked into that fair value, and how much relies on higher margins, faster top line growth, and shrinking share count? The full narrative lays out those moving parts in detail so you can judge whether the implied return profile lines up with your own expectations. Result: Fair Value of $65.85 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh Macao recovery risks and limits on expansion, such as skipping the New York license. This could challenge the upbeat earnings narrative. Find out about the key risks to this Las Vegas Sands narrative. Another View: Cash Flows Tell A Different Story While the narrative fair value of $65.85 points to undervaluation, the SWS DCF model paints a more cautious picture, with an estimated future cash flow value of $40.64. At a share price of $52.81, that gap suggests investors are paying a premium to the cash flow view. Which lens do you trust more? Look into how the SWS DCF model arrives at its fair value. LVS Discounted Cash Flow as at Apr 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Las Vegas Sands for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 54 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps Unsure whether the mixed signals in this earnings story point to opportunity or risk? It helps to look at the full picture quickly and decide for yourself based on the 5 key rewards and 2 important warning signs Looking for more investment ideas? If Las Vegas Sands caught your attention, do not stop here. A few minutes exploring other ideas now could help you avoid missing opportunities later.  Scan companies that currently screen as 54 high quality undervalued stocks to spot potential bargains early. Focus on businesses that show up as 12 dividend fortresses to strengthen your income game. Review companies highlighted in our 73 resilient stocks with low risk scores to help you sleep easier at night.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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