MTN
the council passes — AVOIDVail Resorts, Inc.·Consumer Cyclical
Doesn't clear the council's bar right now.
48/100D
Price at last run$142as of Jul 8, 2026
quality large-capHigh returns on capitalROIC ~14% — it earns well on the money it puts to work.
Fat operating margins19% operating margin — pricing power / a real moat hint.
Generates real cash6.3% free-cash-flow yield — profits you can actually bank.
Catalystnone yet
✕Why not
The honest case against — what most tools hideWhat keeps us out
- Debt rising faster than cash flow.
Patience price & distance
as of Jul 8, 2026 runThe patience price is where value discipline would let the council in — deliberately strict: we'd rather miss ten winners than own one loser.
Catalyst
none yet
A catalyst is a plausible reason the gap could close — never a certainty.