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Vail Resorts

MTN Consumer Cyclical Unknown Updated July 31, 2026
$149.34
52W $118.51 – $165.50
48/100
$5.32B
34.5
0.72
AI Committee Verdict
Watch
Conviction: Contested · 43% agreement · 7 analysts
+6.4%
-1.7%
3.85:1
Contested

Is MTN Bullish or Bearish?

Mixed. Innellis AI committee rates Vail Resorts (MTN) Watch with a composite score of 48/100 , based on 7 analysts with 43% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +11.94 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -8.06 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Technical Analyst sees a compelling case — price structure making higher highs and higher lows. Growth Analyst remains cautious — revenue declining -4.3% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 42.4% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 5.8% pays you to wait — Value
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Trend and market structure agree -- coherent bullish picture — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • P/E of 35.4 is moderate-to-rich — Value
  • Price-to-book of 13.2x prices in significant intangible value — Value
  • Debt-to-equity of 7.52 adds balance-sheet risk to the value case — Value
  • Revenue declining -4.3% YoY -- this is not a growth story right now — Growth
  • EPS declining -43.7% YoY despite any revenue growth — Growth
  • 2 consecutive earnings misses -- execution concerns — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
48/100
Agreement
43%
Analysts
7
Conviction
Contested
Sector Rank
Top 88%
of 124 Consumer Cyclical peers
Value Analyst neutral
45 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 42.4% shows genuine earnings power backing the valuation
− P/E of 35.4 is moderate-to-rich
Growth Analyst bearish
22 / 100 · High confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -4.3% YoY -- this is not a growth story right now
Technical Analyst bullish
68 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 7.52) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.25 across 12 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 47.7 to 48.1.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Technical Analyst: stance neutral->bullish; score 58->68 (+10).
  • Value Analyst: +1 bearish signal(s); +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
49.7
Neutral
MACD Histogram
0.136
Bullish Momentum
Trend Direction
Uptrend
Weekly: Sideways
Market Structure
Hh Hl
Support
$146.85
Resistance
$158.94
Bollinger %B
0.56
Inside Bands
Price vs Moving Averages
EMA 9
$150.86 Below
EMA 21
$147.65 Above
EMA 50
$142.01 Above
EMA 200
$140.54 Above

Fundamental Analysis

Valuation
41
Growth
32
Profitability
1
Financial Health
5
Cash Flow
36
Valuation
P/E Ratio 34.5×
P/B Ratio 9.72×
PEG Ratio -0.77
Dividend Yield 0.06%
52W High $165.50
52W Low $118.51
Quality & Growth
ROE 66.0%
ROA 4.9%
Gross Margin 55.5%
Operating Margin 24.1%
Revenue Growth YoY
Debt / Equity 5.90
AI Fundamental Assessment
P/E ratio of 34.5 (rich relative to a 15-40x range); Price-to-book of 9.7x; PEG ratio of -0.8 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.7%; Return on assets of 0.0%; Net margin of 0.1%; Gross margin of 0.6%; Current ratio of 0.91 (tight short-term liquidity); Debt-to-equity of 5.90; Free cash flow margin of 0.5% (thin cash generation); Free cash flow per share is positive (6.61); Most recent quarter missed estimates by 2.7%; 2 consecutive earnings misses; EPS growth decelerating (+212.9% -> +50.1% QoQ); Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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