CZR Caesars Entertainment, Inc.
$28.47
Platform & Compounding FCF 85%
Two-stage FCF DCF
Strong · Conviction

Overvalued

Trading 210.4% above fair value

Bear $0.00 -100.0% 3% stage 1 growth, 12% discount
Fair $9.17 -67.8% 5% stage 1 growth, 12% discount
Bull $0.00 -100.0% 6% stage 1 growth, 12% discount

Key Value Driver

FCF growth rate (5% base case)

Terminal Value % of EV 30%
Implied Market Multiple 47.1x

Summary

Our base-case estimate uses a two-stage discounted cash flow model based on free cash flow. We then blend that result with the average analyst price target of $30.57 from 30 analysts, using a 30% weight on analyst consensus. That produces an estimated intrinsic value of $9.17 per share.

Warnings

Wall Street's average price target is $30.57 (from 30 analysts). Our estimate is 100% below the consensus -- consider that gap carefully.

Key Risks

  • P/E alone misleads — earnings depressed by growth investment
  • Cyclical or commodity businesses may be misclassified as platforms
  • Terminal value dominance suggests sensitivity to long-run assumptions