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Stock Analysis & ValuationEvergreen Gaming Corporation (TNA.V)

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$0.86
Sector Valuation Confidence Level
Moderate
Valuation methodValue, $Upside, %
Artificial intelligence (AI)n/an/a
Intrinsic value (DCF)n/a
Graham-Dodd Method0.45-47
Graham Formula6.01599

Strategic Investment Analysis

Company Overview

Evergreen Gaming Corporation is a US-based gaming operator strategically positioned in Washington state's consumer cyclical sector. The company operates four distinct casino properties: The Riverside in Tukwila, Goldies Casino in Shoreline, and both Chips and Palace casinos in Lakewood. Specializing in regional casino entertainment, Evergreen Gaming offers a diverse portfolio of table games including Poker, Blackjack, Spanish 21, 4-Card Poker, PaiGow, and Baccarat, complemented by pull tabs and integrated food and beverage services through on-site bars and restaurants. As a TSXV-listed company with American operations, Evergreen Gaming provides investors with exposure to the Pacific Northwest gaming market. The company's focused regional strategy targets local gaming enthusiasts through multiple property formats, creating a diversified revenue stream within Washington's regulated gaming environment. With its headquarters co-located with two of its operational properties in Lakewood, Evergreen Gaming maintains an efficient operational structure while serving the greater Seattle metropolitan area gaming market.

Investment Summary

Evergreen Gaming presents a mixed investment profile based on 2021 financials. The company demonstrated solid profitability with net income of $6.65 million CAD on $45.36 million CAD revenue, translating to a healthy 14.7% net margin. Strong operational cash flow of $8.92 million CAD and a robust cash position of $25.10 million CAD provide financial stability, while moderate debt of $11.44 million CAD suggests manageable leverage. However, significant concerns include zero market capitalization indication, absence of beta data suggesting limited trading activity, and no dividend payments. The company's concentrated geographic exposure in Washington state represents both operational focus and regional risk. Investors should weigh the company's apparent profitability against potential liquidity challenges and limited market recognition on the TSXV exchange.

Competitive Analysis

Evergreen Gaming competes in the highly fragmented regional casino market of Washington state, where it maintains a niche position through its four-property portfolio. The company's competitive advantage stems from its multi-property strategy within the Seattle-Tacoma metropolitan area, allowing for operational synergies and diversified market penetration. Unlike destination resort casinos, Evergreen focuses on local gaming enthusiasts through accessible neighborhood locations rather than large-scale entertainment complexes. This positioning enables lower capital expenditures while maintaining steady revenue streams from repeat customers. However, the company faces significant scale disadvantages compared to larger regional operators with more extensive amenities and marketing resources. The 2021 capital expenditures of just $941,650 CAD suggest limited investment in property upgrades or expansion, potentially hindering long-term competitiveness. Evergreen's strength lies in its efficient operations and local market knowledge, but its small scale limits bargaining power with suppliers and ability to compete on amenities with larger casino resorts. The company's table game-focused approach differentiates it from slot-dominated competitors but may limit mass market appeal. In Washington's competitive gaming landscape, Evergreen appears positioned as a stable, profitability-focused operator rather than a growth-oriented market disruptor.

Major Competitors

  • Boyd Gaming Corporation (BYD): Boyd Gaming operates multiple casino properties across the United States with significantly larger scale and geographic diversification than Evergreen Gaming. The company's strengths include brand recognition, operational expertise, and substantial marketing resources that dwarf Evergreen's capabilities. However, Boyd focuses primarily on larger regional markets and destination properties, creating less direct competition in Evergreen's specific Washington state niche. Boyd's national presence provides economies of scale but may limit focus on hyper-local markets where Evergreen operates.
  • Penn National Gaming, Inc. (PENN): As one of the largest regional casino operators in the US, Penn National possesses substantial financial resources and operational scale that Evergreen cannot match. The company's diverse portfolio includes racetracks and larger casino properties across multiple states. Penn National's recent moves into digital gaming and sports betting represent strategic directions beyond Evergreen's current capabilities. However, Penn's focus on larger properties and broader markets means less direct competition in Evergreen's specific Washington state locations.
  • Red Rock Resorts, Inc. (RRR): Red Rock Resorts dominates the Las Vegas locals market through its Station Casinos brand, demonstrating expertise in operating multiple properties within a single metropolitan area—a strategy similar to Evergreen's but on a much larger scale. The company's integrated resort model and loyalty program sophistication represent best practices that Evergreen likely cannot replicate at its current size. Red Rock's focus on the Nevada market means limited direct competition with Evergreen in Washington.
  • MGM Resorts International (MGM): As a global gaming and entertainment leader, MGM operates destination resorts that compete in an entirely different segment from Evergreen's local casino model. MGM's strengths include brand power, international recognition, and integrated resort capabilities that Evergreen cannot match. However, MGM's focus on luxury and tourism markets creates minimal direct competition with Evergreen's neighborhood casino approach. The companies operate in fundamentally different market segments within the broader gaming industry.
  • Wynn Resorts, Ltd. (WYNN): Wynn specializes in premium destination resorts in Las Vegas and Macau, targeting high-end customers with luxury amenities. This positioning is completely distinct from Evergreen's local, value-oriented casino model. Wynn's strengths in luxury branding and international operations have no relevance to Evergreen's market niche. The companies serve different customer segments and geographic markets with minimal competitive overlap.
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