Las Vegas SandsFox

Las Vegas Sands vs Fox

Major casino and hotel operator with Asian presence vs US media company with broadcast sports and news. Which is the better buy for your portfolio in September 2026? Plain-English answer below.

Las Vegas Sands operates luxury integrated casino resorts in Macau and Singapore, generating massive EBITDA from gaming, hotel, and entertainment in markets where it holds government-issued licenses, ...

Why It’s Moving

Las Vegas Sands

LVS Stays Under Pressure as Earnings Miss and Macau Concerns Keep Investors Cautious

  • LVS slid after its latest quarterly results missed Wall Street expectations, with weaker-than-expected earnings and revenue pointing to softer operating momentum in Macau and a less favorable VIP hold.
  • The stock also hit fresh 52-week lows, showing investors are still recalibrating to slower growth and renewed pressure on travel-and-gaming names.
  • A risk-off move in broader markets has added to the weakness, as cyclical leisure and casino shares have been getting little help from recent sentiment.
Sentiment:
🐻Bearish
Fox

Fox is moving as investors weigh Roku deal upside against rising regulatory scrutiny

  • The biggest catalyst is the pending Roku acquisition, which investors are treating as a potential shift from a traditional media business toward a larger streaming platform footprint.
  • The latest analyst commentary remains constructive overall, with upgrades and reaffirmed buy views reinforcing the case that Fox’s earnings power and deal strategy still have room to re-rate.
  • A fresh dividend and strong fiscal 2026 results are keeping attention on Fox’s cash generation, while the stock is also reacting to the higher regulatory risk around the Roku deal.
Sentiment:
🌋Volatile

Investment Analysis

Pros

  • Strong revenue growth projected with 2025 estimates around $12.35 billion, reflecting an approximate 9% increase year-over-year.
  • High profitability margins with an EBITDA margin forecast rising to nearly 38% and net margin approaching 15% in 2025.
  • Robust earnings per share growth expected, with EPS rising from $1.96 in 2024 to $2.70 in 2025, supported by strong operational performance.

Considerations

  • Relatively high price-to-earnings ratio near 28, indicating potentially stretched valuation compared to historical averages.
  • Significant dependence on integrated resorts in Macao and Singapore exposes the company to geographic and regulatory risks.
  • Debt-to-equity ratio is elevated around 7.4, suggesting leveraged balance sheet which may increase financial risk.
Fox

Fox

FOX

Pros

  • Predominantly positive analyst sentiment with most recommending buy or overweight positions.
  • Stable earnings estimates with gradual EPS growth projected into next fiscal year indicating consistent profitability.
  • Market capitalization and liquidity support stability and potential for investor interest in the media and entertainment sector.

Considerations

  • Moderate volatility in earnings estimates reflects some uncertainty around future financial results.
  • Exposure to cyclical advertising revenues and content production costs could heighten earnings variability.
  • Competition within evolving media landscape and streaming services presents strategic and operational challenges.

Las Vegas Sands (LVS) Next Earnings Date

Las Vegas Sands (LVS) is expected to report its fiscal third-quarter 2026 results on October 21, 2026. The report will cover the quarter ending September 30, 2026. The date remains subject to confirmation, although it is consistent with the company’s historical late-October reporting pattern.

Fox (FOX) Next Earnings Date

Fox Corporation’s next earnings report is currently expected on October 29, 2026. The release should cover the company’s fiscal first quarter of 2027, ending September 30, 2026. The date remains an estimate unless formally confirmed by Fox.

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