VICI Properties Inc vs Wayfair Inc — how do they compare? VICI Properties Inc trades at $25.24 (market cap $27.76B), while Wayfair Inc trades at $100.12 (market cap $13.71B). The key difference: VICI Properties Inc is far larger — about 2× Wayfair Inc's market cap, and VICI Properties Inc pays a 7.3% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals.
| VICI | W | |
|---|---|---|
Market Cap | $27.76B | $13.71B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $33.16 | $119.05 |
52-Week Low | $25.23 | $57.40 |
Enterprise Value | $45.31B | $16.05B |
Dividend Yield | 7.3% | — |
Signals from Pluang's Aura AI — not financial advice
VICI Properties trades at $25.29, down 0.51% on the day, with a bearish technical signal from moving averages. The REIT maintains strong profitability with a net income margin of 67.5% and a high dividend yield, recently increasing its quarterly payout to $0.46 per share. Recent news highlights its inclusion in high-yield income portfolios and the release of its corporate responsibility report.
The outlook is supported by solid cash flow and analyst consensus but tempered by recent earnings misses and a high cost of capital limiting growth. Key risks include acquisition yield compression and economic sensitivity. Wall Street remains bullish with a $29.29 price target, suggesting potential upside from current levels.
Wayfair (W) trades at $99.96, up 0.53% today, with a bullish technical signal supported by moving averages and a golden cross pattern. The company reported Q2 2026 earnings of $0.95 per share, beating estimates, and revenue growth of 7.5% year-over-year, driven by U.S. demand and market share gains. However, it remains unprofitable with a net income margin of -2.49% and high debt levels. Recent news highlights expansion plans, including a 10th store opening, and positive analyst momentum.
The outlook is mixed: strong revenue growth and bullish analyst targets (consensus $125.14) suggest upside, but persistent losses, negative cash flow in 2026, and competitive pressures pose risks. Investors should weigh the company's market share gains against profitability challenges and macroeconomic sensitivity in the retail sector.
Trailing returns across standard periods
VICI Properties is an S&P 500 experiential real estate investment trust (REIT) that owns one of the largest portfolios of market-leading gaming, hospitality, and entertainment destinations, including Caesars Palace and MGM Grand. It utilizes a long-term, triple-net lease model to provide stable, inflation-protected income, serving as the primary landlord for the 'experience economy' while diversifying into non-gaming sectors like wellness, youth sports, and luxury resorts.
Read more on VICI →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →