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Sep 30, 2024

Monarch Q4 2024 Earnings Report

Monarch Casino & Resort reported record financial results for the fourth quarter and full year ended December 31, 2024.

Key Takeaways

Monarch Casino & Resort achieved record financial results in Q4 2024, with net revenue increasing by 4.9% and net income surging by 40.1% year-over-year. Adjusted EBITDA also saw a significant rise of 9.9%, demonstrating strong operational performance and effective cost management.

Record fourth quarter net revenue of $134.5 million, up 4.9% year-over-year.

Net income increased by 40.1% to $25.495 million, driven by a lower effective tax rate and reduced legal costs.

Adjusted EBITDA grew by 9.9% to $47.280 million, resulting in a record fourth quarter EBITDA margin of 35.1%.

Diluted EPS rose by 46.2% to $1.36, reflecting strong profitability.

Total Revenue
$135M
Previous year: $128M
+4.9%
EPS
$1.36
Previous year: $0.93
+46.2%
Adjusted EBITDA
$47.3M
SG&A % of Net Revenue
20.7%
Casino OpEx % of Casino Revenue
36.8%
Gross Profit
$62.7M
Previous year: $56.9M
+10.1%
Cash and Equivalents
$58.8M
Previous year: $43.4M
+35.4%
Free Cash Flow
$35.4M
Previous year: $21.8M
+62.5%
Total Assets
$671M
Previous year: $681M
-1.4%

Monarch

Monarch

Monarch Revenue by Segment

Forward Guidance

Monarch Casino & Resort anticipates continued investment in its properties, including the completion of hotel room renovations at Atlantis by Q2 2025, and is evaluating potential M&A transactions to drive long-term stockholder value. The company expects to maintain its dividend payments, supported by a strong balance sheet and free cash flow.

Positive Outlook

  • Continuing strength of the balance sheet and expected free cash flow.
  • Expectations regarding continuing dividend payments in the future.
  • Anticipated completion of room renovations at the Atlantis by Q2 2025.
  • Belief in the positive impact of capital investment strategy on long-term success.
  • Evaluation of potential strategic transactions to drive additional long-term value for stockholders.

Challenges Ahead

  • Adverse impacts of outbreaks of contagious diseases on business, financial condition, and operating results.
  • Actions taken by government officials related to disease containment, including shutdowns and travel restrictions.
  • Ability to manage guest safety concerns in connection with contagious disease outbreaks.
  • Construction factors, including delays, disruptions, increased costs, and contractor disagreements.
  • Ongoing litigation and counterclaims with the general contractor of Monarch Black Hawk, PCL Construction Services, Inc.

Revenue & Expenses

Visualization of income flow from segment revenue to net income