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Side-by-side financial comparison of Bally's Corp (BALY) and Taylor Morrison Home Corp (TMHC). Click either name above to swap in a different company.
Taylor Morrison Home Corp is the larger business by last-quarter revenue ($1.4B vs $746.2M, roughly 1.9× Bally's Corp). Taylor Morrison Home Corp runs the higher net margin — 7.1% vs -47.3%, a 54.4% gap on every dollar of revenue. On growth, Bally's Corp posted the faster year-over-year revenue change (28.6% vs -26.8%). Over the past eight quarters, Bally's Corp's revenue compounded faster (9.8% CAGR vs -16.5%).
Bally's Corporation is an American gambling, betting, and interactive entertainment company headquartered in Providence, Rhode Island. In the US it operates 19 casinos across 11 states, a horse track in Colorado, a golf course in New York, and online sports betting operations in 14 states. In Australia, it operates two properties across two states through its Star Entertainment Group subsidiary.
Taylor Morrison is one of the largest home building companies in the United States. Its corporate headquarters are in Scottsdale, Arizona. The company formed when Taylor Woodrow and Morrison Homes joined forces in July 2007. Taylor Morrison operates in Arizona, California, Colorado, Georgia, Florida, North Carolina, South Carolina, Nevada, Indiana, and Texas, building mid-to-upscale housing, as well as first-time and mid-market homes.
BALY vs TMHC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $746.2M | $1.4B |
| Net Profit | $-353.2M | $98.6M |
| Gross Margin | — | 21.0% |
| Operating Margin | -36.8% | — |
| Net Margin | -47.3% | 7.1% |
| Revenue YoY | 28.6% | -26.8% |
| Net Profit YoY | -311.8% | -53.8% |
| EPS (diluted) | $-5.84 | $1.12 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $1.4B | ||
| Q4 25 | $746.2M | $2.1B | ||
| Q3 25 | $663.7M | $2.1B | ||
| Q2 25 | $657.5M | $2.0B | ||
| Q1 25 | $368.7M | $1.9B | ||
| Q4 24 | $580.4M | $2.4B | ||
| Q3 24 | $630.0M | $2.1B | ||
| Q2 24 | $621.7M | $2.0B |
| Q1 26 | — | $98.6M | ||
| Q4 25 | $-353.2M | $174.0M | ||
| Q3 25 | $-102.9M | $201.4M | ||
| Q2 25 | $-228.4M | $193.6M | ||
| Q1 25 | $34.5M | $213.5M | ||
| Q4 24 | $-85.8M | $242.5M | ||
| Q3 24 | $-247.9M | $251.1M | ||
| Q2 24 | $-60.2M | $199.5M |
| Q1 26 | — | 21.0% | ||
| Q4 25 | — | 22.0% | ||
| Q3 25 | — | 22.7% | ||
| Q2 25 | — | 23.0% | ||
| Q1 25 | — | 24.4% | ||
| Q4 24 | — | 23.9% | ||
| Q3 24 | — | 25.0% | ||
| Q2 24 | — | 23.7% |
| Q1 26 | — | — | ||
| Q4 25 | -36.8% | — | ||
| Q3 25 | 0.1% | — | ||
| Q2 25 | -0.4% | — | ||
| Q1 25 | -0.5% | — | ||
| Q4 24 | -5.6% | — | ||
| Q3 24 | -25.0% | — | ||
| Q2 24 | 0.9% | — |
| Q1 26 | — | 7.1% | ||
| Q4 25 | -47.3% | 8.3% | ||
| Q3 25 | -15.5% | 9.6% | ||
| Q2 25 | -34.7% | 9.5% | ||
| Q1 25 | 9.4% | 11.3% | ||
| Q4 24 | -14.8% | 10.3% | ||
| Q3 24 | -39.3% | 11.8% | ||
| Q2 24 | -9.7% | 10.0% |
| Q1 26 | — | $1.12 | ||
| Q4 25 | $-5.84 | $1.77 | ||
| Q3 25 | $-1.70 | $2.01 | ||
| Q2 25 | $-3.76 | $1.92 | ||
| Q1 25 | $0.57 | $2.07 | ||
| Q4 24 | $-1.76 | $2.29 | ||
| Q3 24 | $-5.10 | $2.37 | ||
| Q2 24 | $-1.24 | $1.86 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $798.4M | $652.9M |
| Total DebtLower is stronger | $4.5B | — |
| Stockholders' EquityBook value | $994.7M | $6.2B |
| Total Assets | $11.2B | $9.8B |
| Debt / EquityLower = less leverage | 4.52× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $652.9M | ||
| Q4 25 | $798.4M | $850.0M | ||
| Q3 25 | $160.7M | $370.6M | ||
| Q2 25 | $174.6M | $130.2M | ||
| Q1 25 | $209.7M | $377.8M | ||
| Q4 24 | $171.2M | $487.2M | ||
| Q3 24 | $191.0M | $256.4M | ||
| Q2 24 | $154.7M | $246.8M |
| Q1 26 | — | — | ||
| Q4 25 | $4.5B | $2.3B | ||
| Q3 25 | $3.7B | $2.2B | ||
| Q2 25 | $3.6B | $2.1B | ||
| Q1 25 | $3.5B | $2.1B | ||
| Q4 24 | $3.3B | $2.1B | ||
| Q3 24 | $3.7B | $2.1B | ||
| Q2 24 | $3.7B | $2.2B |
| Q1 26 | — | $6.2B | ||
| Q4 25 | $994.7M | $6.3B | ||
| Q3 25 | $521.5M | $6.2B | ||
| Q2 25 | $630.1M | $6.1B | ||
| Q1 25 | $796.5M | $6.0B | ||
| Q4 24 | $30.9M | $5.9B | ||
| Q3 24 | $233.4M | $5.7B | ||
| Q2 24 | $393.1M | $5.5B |
| Q1 26 | — | $9.8B | ||
| Q4 25 | $11.2B | $9.8B | ||
| Q3 25 | $7.6B | $9.6B | ||
| Q2 25 | $7.8B | $9.5B | ||
| Q1 25 | $7.5B | $9.4B | ||
| Q4 24 | $5.9B | $9.3B | ||
| Q3 24 | $6.4B | $9.3B | ||
| Q2 24 | $6.6B | $9.1B |
| Q1 26 | — | — | ||
| Q4 25 | 4.52× | 0.36× | ||
| Q3 25 | 7.17× | 0.35× | ||
| Q2 25 | 5.68× | 0.35× | ||
| Q1 25 | 4.33× | 0.35× | ||
| Q4 24 | 107.40× | 0.36× | ||
| Q3 24 | 15.73× | 0.37× | ||
| Q2 24 | 9.34× | 0.39× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
BALY
| Casinos Resorts | $366.2M | 49% |
| Non Casino | $172.7M | 23% |
| Food And Beverage | $74.6M | 10% |
| Hotel | $69.9M | 9% |
| North America Interactive | $62.3M | 8% |
| Loyalty Programs | $6.7M | 1% |
TMHC
| Home closings revenue, net | $1.3B | 95% |
| Financial services revenue, net | $49.3M | 4% |
| Land closings revenue | $14.5M | 1% |
| Amenity and other revenue | $11.9M | 1% |
