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BALY Stock Analysis - Bally's Corp AI Rating

BALY NYSE Hotels & Motels DE CIK: 0001747079
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2025-09-30
AI Rating
STRONG SELL
95% Confidence

📊 BALY Key Takeaways

Revenue: $1.7B
Net Margin: -17.6%
Free Cash Flow: $-160.0M
Current Ratio: 0.68x
Debt/Equity: 7.17x
EPS: $-4.90
AI Rating: STRONG SELL with 95% confidence

Investment Thesis

Bally's Corp is in severe financial distress with significant negative profitability (-17.6% net margin), substantial net losses of $296.8M, and critically weak liquidity (0.68x current ratio). The company is burning cash with negative operating and free cash flows while carrying an unsustainable debt burden of $3.7B against only $521.5M in equity, resulting in a 7.17x debt-to-equity ratio that presents acute solvency risk.

BALY Strengths

  • + Revenue base of $1.7B provides ongoing operational cash inflows
  • + Maintains $160.7M in cash and equivalents providing near-term liquidity cushion
  • + Hotels & Motels sector has potential for operational improvements and margin expansion

BALY Risks

  • ! Massive net loss of $296.8M demonstrates inability to generate profitability at current operational levels
  • ! Critically weak liquidity position (0.68x current ratio) with current liabilities exceeding current assets, creating immediate solvency concerns
  • ! Extremely high leverage with 7.17x debt-to-equity ratio and negative interest coverage (-0.0x), indicating difficulty servicing debt obligations
  • ! Negative free cash flow of -$160M annually despite capital expenditures, unsustainable without refinancing or asset sales
  • ! Deteriorating operational efficiency with negative operating margin and cash burn suggesting structural business problems

Key Metrics to Watch

BALY Financial Metrics

Revenue
$1.7B
Net Income
$-296.8M
EPS (Diluted)
$-4.90
Free Cash Flow
$-160.0M
Total Assets
$7.6B
Cash Position
$160.7M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

BALY Profitability Ratios

Gross Margin N/A
Operating Margin -0.2%
Net Margin -17.6%
ROE -56.9%
ROA -3.9%
FCF Margin -9.5%

BALY vs Default Sector

How Bally's Corp compares to Default sector averages

Net Margin
BALY -17.6%
vs
Sector Avg 12.0%
BALY Sector
ROE
BALY -56.9%
vs
Sector Avg 15.0%
BALY Sector
Current Ratio
BALY 0.7x
vs
Sector Avg 1.8x
BALY Sector
Debt/Equity
BALY 7.2x
vs
Sector Avg 0.7x
BALY Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BALY Balance Sheet & Liquidity

Current Ratio
0.68x
Quick Ratio
0.66x
Debt/Equity
7.17x
Debt/Assets
93.1%
Interest Coverage
-0.02x
Long-term Debt
$3.7B

BALY 5-Year Financial Trend

BALY 5-year financial data: Year 2020: Revenue $523.6M, Net Income $71.4M, EPS $1.87. Year 2021: Revenue $1.3B, Net Income $55.1M, EPS $1.46. Year 2022: Revenue $2.3B, Net Income -$5.5M, EPS $-0.18. Year 2023: Revenue $2.4B, Net Income -$114.7M, EPS $-2.31. Year 2024: Revenue $2.5B, Net Income -$425.5M, EPS $-7.32.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Bally's Corp's revenue has grown significantly by 368% over the 5-year period, indicating strong business expansion. The most recent EPS of $-7.32 indicates the company is currently unprofitable.

BALY Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-9.5%
Free cash flow / Revenue

BALY Quarterly Performance

Quarterly financial performance data for Bally's Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $220.5M -$51.0M $-1.05
Q2 2025 $220.5M $34.5M $-1.05
Q1 2025 $220.5M $34.5M $0.57
Q3 2024 $630.0M -$25.7M $-1.15
Q2 2024 $606.2M -$25.7M $-0.48
Q1 2024 $598.7M -$173.9M $3.24
Q3 2023 $578.2M $593.0K $0.01
Q2 2023 $552.5M $1.9M $-0.48

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BALY Capital Allocation

Operating Cash Flow
-$29.8M
Cash generated from operations
Stock Buybacks
$416.2M
Shares repurchased (TTM)
Capital Expenditures
$130.2M
Investment in assets
Dividends
None
No dividend program

BALY SEC Filings

Access official SEC EDGAR filings for Bally's Corp (CIK: 0001747079)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 8-K baly-20260316.htm View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772577637.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772577631.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772577625.xml View →
Feb 17, 2026 8-K ea0277323-8k_ballys.htm View →

Frequently Asked Questions about BALY

What is the AI rating for BALY?

Bally's Corp (BALY) has an AI rating of STRONG SELL with 95% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BALY's key strengths?

Revenue base of $1.7B provides ongoing operational cash inflows. Maintains $160.7M in cash and equivalents providing near-term liquidity cushion.

What are the risks of investing in BALY?

Massive net loss of $296.8M demonstrates inability to generate profitability at current operational levels. Critically weak liquidity position (0.68x current ratio) with current liabilities exceeding current assets, creating immediate solvency concerns.

What is BALY's revenue and growth?

Bally's Corp reported revenue of $1.7B.

Does BALY pay dividends?

Bally's Corp does not currently pay dividends.

Where can I find BALY SEC filings?

Official SEC filings for Bally's Corp (CIK: 0001747079) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BALY's EPS?

Bally's Corp has a diluted EPS of $-4.90.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2025-09-30 | Powered by Claude AI