Tearsheet

DraftKings (DKNG)


Market Price (12/25/2025): $34.45 | Market Cap: $17.1 Bil
Sector: Consumer Discretionary | Industry: Casinos & Gaming

DraftKings (DKNG)


Market Price (12/25/2025): $34.45
Market Cap: $17.1 Bil
Sector: Consumer Discretionary
Industry: Casinos & Gaming

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.


0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 19%
Weak multi-year price returns
2Y Excs Rtn is -47%
Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -307 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -5.6%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
  Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 26x
2 Low stock price volatility
Vol 12M is 48%
  Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.7%
3 Megatrend and thematic drivers
Megatrends include Digital Content & Streaming, Markets & Betting, and Experience Economy & Premiumization. Themes include Gaming Content & Platforms, Show more.
  Short seller report
4   Key risks
DKNG key risks include [1] heightened regulatory scrutiny and investigations into its sportsbook and potential anti-competitive practices, Show more.
0 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 19%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
2 Low stock price volatility
Vol 12M is 48%
3 Megatrend and thematic drivers
Megatrends include Digital Content & Streaming, Markets & Betting, and Experience Economy & Premiumization. Themes include Gaming Content & Platforms, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -47%
5 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -307 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -5.6%
6 Expensive valuation multiples
P/CFOPrice/(Cash Flow from Operations). CFO is cash before capital expenditures. is 26x
7 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -5.7%
8 Short seller report
9 Key risks
DKNG key risks include [1] heightened regulatory scrutiny and investigations into its sportsbook and potential anti-competitive practices, Show more.

Valuation, Metrics & Events

DKNG Stock


Why The Stock Moved


Qualitative Assessment

AI Analysis | Feedback

1. Downward Revisions in Financial Guidance

DraftKings revised its full-year 2025 revenue and adjusted EBITDA guidance downwards. For instance, in Q3 2025, the company lowered its fiscal year 2025 revenue guidance to $5.9 billion-$6.1 billion from the previous $6.2 billion-$6.4 billion, and adjusted EBITDA guidance to $450 million-$550 million from $800 million-$900 million due to impacts from customer-friendly sports outcomes. Similar revisions were noted following Q1 2025 results, where revenue projections were adjusted to $6.2-6.4 billion from $6.3-6.6 billion, and adjusted EBITDA guidance was lowered to $800-900 million from $900 million-$1 billion. 2. Impact of Unfavorable Sports Outcomes

"Customer-friendly sports outcomes" significantly impacted DraftKings' financial results, leading to performance below expectations in certain quarters. In Q3 2025, unfavorable sports outcomes, particularly in NFL games, resulted in a revenue impact of over $300 million and contributed to a negative adjusted EBITDA of $127 million. This volatility in results due to game outcomes has been a recurring theme, affecting both financial performance and investor sentiment. 3. Increasing Regulatory Challenges and State Taxes

The regulatory landscape presents ongoing challenges for DraftKings, particularly the trend of increasing state taxes on online gaming operations. For example, a new handle tax in Illinois could impact DraftKings' 2026 EBITDA by approximately $79 million or 5.4%, and similar tax increases are being considered in other states like New Jersey, Louisiana, North Carolina, and Ohio. Regulatory scrutiny in the prediction market sector also poses potential risks. 4. Intensified Competitive Landscape and Market Share Pressures

DraftKings operates in a highly competitive environment with established rivals like FanDuel and emerging players, constantly vying for market share. The company experienced some erosion in its iGaming market share, losing approximately 300 basis points to smaller companies from Q1 2024 to Q1 2025. The entry of new competitors, such as Robinhood launching its own prediction market platform, could also pose a competitive threat to DraftKings' growth plans. 5. Ongoing Profitability Concerns and Operational Challenges

Despite expectations from analysts for DraftKings to achieve profitability in 2025, the company has faced ongoing operational challenges and has not been profitable over the last twelve months. The company reported a negative operating margin and net margin in Q3 2025. Concerns around volatility in hold rates and the profitability of new ventures like prediction markets have also been highlighted by analysts. Show more

Stock Movement Drivers

Fundamental Drivers

The -19.8% change in DKNG stock from 9/24/2025 to 12/24/2025 was primarily driven by a -20.5% change in the company's P/S Multiple.
924202512242025Change
Stock Price ($)42.9534.46-19.77%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)5409.575458.100.90%
P/S Multiple3.943.14-20.46%
Shares Outstanding (Mil)496.52496.64-0.02%
Cumulative Contribution-19.77%

LTM = Last Twelve Months as of date shown

Market Drivers

9/24/2025 to 12/24/2025
ReturnCorrelation
DKNG-19.8% 
Market (SPY)4.4%24.8%
Sector (XLY)2.3%31.6%

Fundamental Drivers

The -19.4% change in DKNG stock from 6/25/2025 to 12/24/2025 was primarily driven by a -25.6% change in the company's P/S Multiple.
625202512242025Change
Stock Price ($)42.7434.46-19.37%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)5001.515458.109.13%
P/S Multiple4.223.14-25.62%
Shares Outstanding (Mil)493.32496.64-0.67%
Cumulative Contribution-19.38%

LTM = Last Twelve Months as of date shown

Market Drivers

6/25/2025 to 12/24/2025
ReturnCorrelation
DKNG-19.4% 
Market (SPY)14.0%26.0%
Sector (XLY)15.3%28.8%

Fundamental Drivers

The -10.7% change in DKNG stock from 12/24/2024 to 12/24/2025 was primarily driven by a -23.0% change in the company's P/S Multiple.
1224202412242025Change
Stock Price ($)38.5734.46-10.66%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)4605.785458.1018.51%
P/S Multiple4.073.14-22.99%
Shares Outstanding (Mil)486.22496.64-2.14%
Cumulative Contribution-10.70%

LTM = Last Twelve Months as of date shown

Market Drivers

12/24/2024 to 12/24/2025
ReturnCorrelation
DKNG-10.7% 
Market (SPY)15.8%45.7%
Sector (XLY)5.3%48.6%

Fundamental Drivers

The 198.9% change in DKNG stock from 12/25/2022 to 12/24/2025 was primarily driven by a 193.7% change in the company's Total Revenues ($ Mil).
1225202212242025Change
Stock Price ($)11.5334.46198.87%
Change Contribution ByLTMLTM
Total Revenues ($ Mil)1858.655458.10193.66%
P/S Multiple2.783.1412.74%
Shares Outstanding (Mil)448.33496.64-10.78%
Cumulative Contribution195.40%

LTM = Last Twelve Months as of date shown

Market Drivers

12/25/2023 to 12/24/2025
ReturnCorrelation
DKNG-3.5% 
Market (SPY)48.9%47.1%
Sector (XLY)38.7%49.6%

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
DKNG Return335%-41%-59%209%6%-7%223%
Peers Return�-4%-43%18%35%-4%�
S&P 500 Return16%27%-19%24%23%18%115%

Monthly Win Rates [3]
DKNG Win Rate67%33%33%67%50%75% 
Peers Win Rate65%45%33%53%50%60% 
S&P 500 Win Rate58%75%42%67%75%73% 

Max Drawdowns [4]
DKNG Max Drawdown-0%-43%-63%-3%-15%-25% 
Peers Max Drawdown�-32%-56%-14%-26%-31% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: FLUT, PENN, MGM, CZR, RSI. See DKNG Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 12/24/2025 (YTD)

How Low Can It Go

Unique KeyEventDKNGS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-85.7%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven600.9%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-44.5%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven80.2%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven98 days148 days

Compare to SCI, BFAM, HRB, MTN, DV

In The Past

DraftKings's stock fell -85.7% during the 2022 Inflation Shock from a high on 3/19/2021. A -85.7% loss requires a 600.9% gain to breakeven.

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About DraftKings (DKNG)

DraftKings Inc. operates as a digital sports entertainment and gaming company in the United States. It operates through two segments, Business-to-Consumer and Business-to-Business. The company provides users with daily sports, sports betting, and iGaming opportunities. It is also involved in the design, development, and licensing of sports betting and casino gaming platform software for online and retail sportsbook, and casino gaming products. The company distributes its product offerings through various channels, including traditional websites, direct app downloads, and direct-to-consumer digital platforms. DraftKings Inc. is headquartered in Boston, Massachusetts.

AI Analysis | Feedback

  • DraftKings is like a digital version of a Las Vegas sportsbook and casino (such as MGM or Caesars), accessible on your phone or computer.
  • Think of it as the Amazon of sports betting and daily fantasy sports, offering a wide online marketplace for these activities.
  • DraftKings aims to be the Netflix of online sports betting and iGaming, establishing itself as a leading digital entertainment platform for wagering.

AI Analysis | Feedback

  • Daily Fantasy Sports (DFS): Users build virtual teams of athletes and compete for prizes based on their real-world statistical performance.
  • Sportsbook: Offers legal online sports betting, allowing users to place wagers on a wide range of sports and events.
  • iGaming (Online Casino): Provides a variety of online casino games, including slots, blackjack, roulette, and live dealer experiences.

AI Analysis | Feedback

DraftKings (symbol: DKNG) primarily sells its services directly to individuals.

The up to three categories of customers that it serves are:

  • Sports Bettors: Individuals who place wagers on professional and collegiate sports through DraftKings' online and retail sportsbooks. This category represents a significant portion of their user base in regulated states.
  • Daily Fantasy Sports (DFS) Players: Individuals who participate in daily or weekly fantasy sports contests, drafting teams of real-world athletes and competing against other users for prizes. This was DraftKings' original core business.
  • iGaming/Casino Players: Individuals who play online casino games such as slots, table games (e.g., blackjack, roulette), and live dealer games through the DraftKings Casino platform in states where online casino gaming is legal.

AI Analysis | Feedback

  • Sportradar (SRAD)
  • Genius Sports (GENI)
  • PayPal (PYPL)
  • Amazon Web Services (AMZN)

AI Analysis | Feedback

Jason Robins, Chief Executive Officer

Jason Robins co-founded DraftKings in 2012 and has served as its Chief Executive Officer since its inception. He oversees the company's strategy and operations, as well as driving funding and partnerships. Before co-founding DraftKings, Robins worked in marketing and analysis at Capital One and in marketing and analytics at Vistaprint. He previously worked at Setem Technologies, a tech company specializing in voice recognition software. Robins studied Economics and Computer Science at Duke University.

Alan Ellingson, Chief Financial Officer

Alan Ellingson was appointed Chief Financial Officer of DraftKings in May 2024. He joined DraftKings in 2020 and previously held the role of Senior Vice President of Finance and Analytics. In his current role, he is responsible for the company's strategic financial planning and reporting, investor relations, and analytics teams. Prior to DraftKings, Ellingson worked at Iron Mountain Inc. for nearly eight years, where he served as Vice President, Finance – Global Operations Support. He holds a Bachelor of Science in Economics from the University of Utah and a Master of Business Administration from the University of Notre Dame.

Matt Kalish, Co-Founder and President, North America

Matt Kalish co-founded DraftKings in 2012. As President of DraftKings North America, he is responsible for all North America revenue, overseeing marketing, operations, and related analytics functions. Prior to this role, he served as the company's Chief Revenue Officer. Before DraftKings, Kalish worked at Capital One and Vistaprint, focusing on analytics and marketing. He studied Computer Science and Economics at Columbia University and received an MBA from Boston College.

Paul Liberman, Co-Founder and President, Global Technology and Product

Paul Liberman co-founded DraftKings in 2012. He is President of Global Technology and Product, leading strategic leadership and global accountability for DraftKings' technology platform, product, and IT functions. He has also served as Chief Operations Officer, Chief Technology Officer, and Chief Marketing Officer at DraftKings. Before co-founding DraftKings, Liberman worked at Analog Devices and held various roles at Vistaprint, including Marketing Segment Manager and Senior Manager Strategy & Analytic. He holds a B.S. in Electrical Engineering and a minor in Computer Science from Worcester Polytechnic Institute.

R. Stanton Dodge, Chief Legal Officer

R. Stanton Dodge joined DraftKings as Chief Legal Officer in November 2017. In this position, he oversees DraftKings' legal, government affairs, and communications teams, and is a key figure in the company's growth into new markets. Prior to joining DraftKings, Dodge served as Executive Vice President and General Counsel of DISH Network. He received a degree in accounting from the University of Vermont and a Juris Doctor, magna cum laude, from Suffolk University Law School.

AI Analysis | Feedback

DraftKings (DKNG) faces several key risks to its business, primarily stemming from its evolving regulatory environment, intense competition, and ongoing profitability challenges.

The most significant risks revolve around the regulatory and legal landscape. The online gambling industry is subject to varying and evolving state-by-state regulations, which can lead to increased tax burdens and operational restrictions. For instance, states like Illinois, New Jersey, Louisiana, North Carolina, and Ohio are considering or have implemented new tax structures that could significantly impact DraftKings' effective tax rate and EBITDA. Moreover, DraftKings has recently faced heightened regulatory scrutiny and investigations into its sportsbook practices in states such as New Jersey, Michigan, and Massachusetts, which could result in substantial financial penalties and new operational restrictions. There are also ongoing concerns and investigations by lawmakers into potential anti-competitive behavior by DraftKings and FanDuel, alleging they coordinate to stifle competition by pressuring partners not to work with smaller rivals. The company's aggressive entry into unregulated prediction markets also signals a readiness to take on further regulatory risk.

Another major risk is the intense competition and high customer acquisition costs. DraftKings operates in a highly competitive market with established rivals like FanDuel and BetMGM, as well as emerging prediction markets that offer fewer restrictions for bettors. The company invests heavily in advertising and partnerships to acquire new customers, and maintaining market share becomes increasingly challenging as the industry matures and customer acquisition costs rise. While DraftKings has shown some efficiency in customer acquisition, there's a risk that lower customer costs may be offset by an increase in lower-value customers, and acquisitions may not sustain long-term customer revenue. Intense competition can also pressure DraftKings' margins, requiring costly new investments.

Finally, DraftKings faces ongoing profitability challenges and financial stress. Despite robust revenue growth, the company has experienced financial stress, as indicated by its Altman Z-Score, and continues to face challenges with negative operating and net margins. Unfavorable sports outcomes, particularly during significant events like March Madness or the NFL season, have significantly impacted the company's EBITDA and overall financial performance. There has also been significant insider selling activity without corresponding insider buying, which could raise concerns about internal confidence in the company's near-term prospects.

AI Analysis | Feedback

Clear emerging threats to DraftKings include:

  • Decentralized, Blockchain-Based Betting Platforms: These platforms represent a fundamentally different operational model compared to traditional centralized sportsbooks like DraftKings. Examples such as Polymarket and Augur leverage blockchain technology to create prediction markets and facilitate peer-to-peer betting. While still nascent and facing significant regulatory hurdles, their appeal lies in offering greater transparency, potentially lower fees due to fewer intermediaries, and censorship resistance. Should these platforms successfully navigate regulatory landscapes and gain mainstream user adoption, they could disrupt DraftKings' core business by providing an alternative, trustless betting ecosystem that bypasses the need for a traditional operator.

AI Analysis | Feedback

Here are the addressable market sizes for DraftKings' main products and services:

  • Sports Betting:
    • U.S. Market: The online sports betting and iGaming market in the United States is projected to be a $30 billion total addressable market (TAM) by 2028, increasing from $20 billion in 2023. Another estimate projects the total addressable U.S. betting market to exceed $40 billion by 2030.
    • Global Market: The global sports betting market was valued at approximately $99.87 billion in 2023 and is projected to grow to $212.82 billion by 2031.
  • iGaming (Online Casino Games):
    • U.S. Market: The online sports betting and iGaming market in the United States is projected to be a $30 billion total addressable market (TAM) by 2028, increasing from $20 billion in 2023. U.S. iGaming gross gaming revenue is estimated to reach $7.3 billion in 2024, an increase from $6.5 billion in 2023.
    • Global Market: The global iGaming market is projected to be worth $97 billion in 2024 and is expected to reach $132.90 billion by 2029. The broader global online gambling market, which includes iGaming, was estimated at $78.66 billion in 2024 and is projected to reach $153.57 billion by 2030.
  • Daily Fantasy Sports (DFS):
    • North America Market: The North America Fantasy Sports Market size is estimated at $14.91 billion in 2025 and is expected to reach $27.36 billion by 2030. The U.S. fantasy sports industry accounted for over 86% of the North American market in 2024.
    • Global Market: The global fantasy sports market size was estimated at $24.85 billion in 2024 and is projected to reach $56.38 billion by 2030. Another source indicates a global market size of $30.5 billion in 2023, expected to reach $114.7 billion by 2033.

AI Analysis | Feedback

DraftKings (NASDAQ: DKNG) is expected to drive future revenue growth over the next two to three years through several key strategies:

  1. Expansion into New Geographies and Legal Markets: DraftKings anticipates significant revenue growth as more states legalize online sports betting (OSB) and iGaming. The company aims to expand its market presence in these new jurisdictions. For example, DraftKings has historically launched its online sportsbook in new states, contributing to its revenue growth.
  2. Product Innovation and Diversification, including Prediction Markets: A major growth driver is the launch of "DraftKings Predictions," a new federally regulated prediction markets platform. This initiative is viewed as a significant opportunity to expand the total addressable market, particularly in states where online sports betting is not yet legal. Furthermore, ongoing enhancements to existing Sportsbook and iGaming products, such as "Ghost Leg" and "Early Exit" features, contribute to stronger customer engagement and retention. The company also emphasizes cross-selling across its daily fantasy sports (DFS), sportsbook, and iGaming offerings to boost average revenue per user (ARPU).
  3. Enhanced Customer Acquisition and Retention Strategies: DraftKings is focused on efficient acquisition of new customers and improving customer retention rates. Recent reports indicate improved retention of NFL week 1 customers. These efforts, combined with product enhancements and cross-selling, lead to increased customer engagement and higher average revenue per user (ARPU), which are crucial for long-term revenue growth.
  4. Strategic Media Partnerships: The multi-year partnership with ESPN, designating DraftKings as its official sportsbook and odds provider, is a significant driver. This collaboration, which began integration in December 2025 and is expected to roll out fully in 2026, will leverage ESPN's extensive digital ecosystem to enhance DraftKings' brand reach and customer engagement. DraftKings also has an advertising partnership with NBCUniversal.
  5. Improved Structural Hold Rates and Promotional Efficiency: DraftKings aims to increase its Sportsbook net revenue margin by optimizing its parlay handle mix and improving the efficiency of its promotional activities. This strategic focus on "structural hold percentage" directly contributes to higher revenue and better profitability.

AI Analysis | Feedback

Share Repurchases

  • DraftKings authorized an initial share repurchase program of up to $1.0 billion in August 2024.
  • This authorization was subsequently increased to $2.0 billion in November 2025.
  • The company repurchased 6.5 million shares in the first half of 2025 under its share repurchase plan.

Share Issuance

  • DraftKings became a publicly traded company in April 2020 through a reverse merger with the Special Purpose Acquisition Company (SPAC) Diamond Eagle Acquisition Corporation, alongside technology provider SBTech.
  • In Q3 2025, DraftKings issued approximately 1.0 million shares of Class A common stock at $43.97 per share.
  • Contingent consideration of up to 3.5 million shares of Class A common stock may be payable through December 31, 2026, subject to the achievement of certain future performance targets.

Outbound Investments

  • DraftKings acquired Golden Nugget Online Gaming in May 2022 for approximately $1.56 billion.
  • In February 2024, the company acquired the lottery courier app Jackpocket for $750 million.
  • In October 2025, DraftKings acquired Railbird Technologies Inc., a CFTC-regulated designated contract market, to expand into prediction markets, with an estimated launch cost of $50 million for the new product.

Capital Expenditures

  • DraftKings' capital expenditures for the trailing twelve months ended June 2025 were approximately -$128.26 million.
  • Capital expenditures for the three months ended June 2025 were -$34 million.
  • Forecasted capital expenditures for 2025 are around $13.73 million, and $10.18 million for 2024.

Better Bets than DraftKings (DKNG)

Trade Ideas

Select ideas related to DKNG. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
BBWI_11302025_Dip_Buyer_1M_Insider_Buying_GTE_1Mil_EBITp+DE11302025BBWIBath & Body WorksDip BuyDB | Insider Buys | Low D/EDip Buy with Strong Insider Buying
Buying dips for companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
10.6%10.6%0.0%
HRB_11262025_Dip_Buyer_FCFYield11262025HRBH&R BlockDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
4.8%4.8%-0.1%
LRN_11262025_Dip_Buyer_FCFYield11262025LRNStrideDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
2.6%2.6%-4.4%
ABNB_11212025_Dip_Buyer_FCFYield11212025ABNBAirbnbDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
19.5%19.5%0.0%
MTN_11212025_Dip_Buyer_FCFYield11212025MTNVail ResortsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
3.9%3.9%-1.6%

Recent Active Movers

More From Trefis

Peer Comparisons for DraftKings

Peers to compare with:

Financials

DKNGFLUTPENNMGMCZRRSIMedian
NameDraftKin.Flutter .PENN Ent.MGM Reso.Caesars .Rush Str. 
Mkt Price34.46219.7214.6437.0924.5019.2229.48
Mkt Cap17.138.72.110.15.11.87.6
Rev LTM5,45815,4386,82417,27911,3691,0649,096
Op Inc LTM-3075742251,3712,06170399
FCF LTM532742-2121,36937989455
FCF 3Y Avg78--511,3963063078
CFO LTM6681,4085042,5461,307122987
CFO 3Y Avg203-4452,4501,46963445

Growth & Margins

DKNGFLUTPENNMGMCZRRSIMedian
NameDraftKin.Flutter .PENN Ent.MGM Reso.Caesars .Rush Str. 
Rev Chg LTM18.5%13.8%8.2%0.1%0.9%23.1%11.0%
Rev Chg 3Y Avg45.2%-2.3%11.5%2.5%24.1%11.5%
Rev Chg Q4.4%16.8%4.8%1.6%-0.2%19.7%4.6%
QoQ Delta Rev Chg LTM0.9%3.7%1.2%0.4%-0.0%4.5%1.0%
Op Mgn LTM-5.6%3.7%3.3%7.9%18.1%6.6%5.2%
Op Mgn 3Y Avg-15.5%-4.9%6.3%20.5%-1.3%4.9%
QoQ Delta Op Mgn LTM0.5%-2.9%-0.3%-0.7%-1.2%1.0%-0.5%
CFO/Rev LTM12.2%9.1%7.4%14.7%11.5%11.5%11.5%
CFO/Rev 3Y Avg3.0%-6.7%14.8%12.9%6.2%6.7%
FCF/Rev LTM9.7%4.8%-3.1%7.9%3.3%8.4%6.4%
FCF/Rev 3Y Avg0.1%--0.8%8.4%2.7%2.3%2.3%

Valuation

DKNGFLUTPENNMGMCZRRSIMedian
NameDraftKin.Flutter .PENN Ent.MGM Reso.Caesars .Rush Str. 
Mkt Cap17.138.72.110.15.11.87.6
P/S3.12.50.30.60.41.71.2
P/EBIT-69.8193.4-4.712.52.326.27.4
P/E-64.0-141.7-2.3145.1-21.061.5-11.7
P/CFO25.627.54.24.03.915.29.7
Total Yield-1.6%-0.7%-43.0%0.7%-4.8%1.6%-1.1%
Dividend Yield0.0%0.0%0.0%0.0%0.0%0.0%0.0%
FCF Yield 3Y Avg0.2%--2.6%12.5%4.0%-1.7%0.2%
D/E0.10.35.33.14.90.01.7
Net D/E0.00.25.02.94.7-0.11.6

Returns

DKNGFLUTPENNMGMCZRRSIMedian
NameDraftKin.Flutter .PENN Ent.MGM Reso.Caesars .Rush Str. 
1M Rtn17.1%14.6%6.8%14.5%17.3%9.7%14.6%
3M Rtn-19.8%-21.5%-25.6%7.4%-7.0%-10.9%-15.4%
6M Rtn-19.4%-18.0%-15.9%9.5%-14.3%33.5%-15.1%
12M Rtn-10.7%-16.0%-19.2%6.8%-26.5%41.1%-13.3%
3Y Rtn198.9%57.5%-52.0%9.7%-43.1%536.4%33.6%
1M Excs Rtn13.7%11.2%3.4%11.2%13.9%6.3%11.2%
3M Excs Rtn-24.7%-26.2%-30.0%2.6%-10.4%-16.0%-20.3%
6M Excs Rtn-31.3%-31.9%-32.7%-3.1%-26.9%19.6%-29.1%
12M Excs Rtn-31.5%-33.9%-38.3%-8.3%-42.2%23.7%-32.7%
3Y Excs Rtn114.0%-23.7%-134.0%-73.2%-127.2%448.6%-48.5%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Sportsbook2,106    
iGaming1,217    
Other3429153  
Gaming software 4397  
Online gaming 2,1071,146  
Business-to-business (B2B)   76 
Business-to-consumer (B2C)   539323
Total3,6652,2401,296615323


Price Behavior

Price Behavior
Market Price$34.46 
Market Cap ($ Bil)17.1 
First Trading Date07/25/2019 
Distance from 52W High-35.6% 
   50 Days200 Days
DMA Price$32.46$37.77
DMA Trenddowndown
Distance from DMA6.2%-8.8%
 3M1YR
Volatility53.7%48.5%
Downside Capture98.0299.94
Upside Capture-24.8674.02
Correlation (SPY)24.6%45.7%
DKNG Betas & Captures as of 11/30/2025

 1M2M3M6M1Y3Y
Beta1.671.371.171.321.151.55
Up Beta-0.950.480.871.221.191.38
Down Beta2.502.972.382.711.421.71
Up Capture296%25%-49%39%57%495%
Bmk +ve Days12253873141426
Stock +ve Days9172260118384
Down Capture180%141%166%109%108%109%
Bmk -ve Days7162452107323
Stock -ve Days10233962127360

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
 Comparison of DKNG With Other Asset Classes (Last 1Y)
 DKNGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-12.5%8.3%19.2%71.9%8.9%6.0%-10.4%
Annualized Volatility48.5%24.3%19.5%19.3%15.3%17.1%35.0%
Sharpe Ratio-0.120.270.782.690.360.18-0.12
Correlation With Other Assets 48.1%45.3%-9.3%9.4%32.8%27.9%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
 Comparison of DKNG With Other Asset Classes (Last 5Y)
 DKNGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return-8.5%9.8%14.9%18.7%11.7%4.8%32.6%
Annualized Volatility61.8%23.8%17.1%15.5%18.7%18.9%48.7%
Sharpe Ratio0.110.370.700.970.510.170.59
Correlation With Other Assets 54.1%49.5%-0.0%6.1%34.3%28.8%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
 Comparison of DKNG With Other Asset Classes (Last 10Y)
 DKNGSector ETFEquityGoldCommoditiesReal EstateBitcoin
Annualized Return21.7%13.1%14.7%14.9%6.9%5.2%69.2%
Annualized Volatility63.4%22.0%18.0%14.8%17.6%20.8%55.8%
Sharpe Ratio0.580.550.700.830.310.220.90
Correlation With Other Assets 50.2%45.1%1.9%9.2%34.0%27.5%

ETFs used for asset classes: Sector ETF = XLY, Equity = SPY, Gold = GLD, Commodities = DBC, Real Estate = VNQ, and Bitcoin = BTCUSD
Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date12152025
Short Interest: Shares Quantity37,946,796
Short Interest: % Change Since 1130202512.6%
Average Daily Volume11,567,032
Days-to-Cover Short Interest3.28
Basic Shares Quantity496,639,000
Short % of Basic Shares7.6%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/7/20258.6%6.1%24.9%
8/7/2025-0.4%-4.9%2.6%
5/9/20252.5%3.6%2.4%
2/14/202515.2%-1.9%-16.6%
11/8/20243.0%5.5%9.0%
8/1/2024-9.8%-13.9%-2.8%
5/2/2024-2.8%2.3%-17.5%
2/15/20240.2%-7.2%-2.1%
...
SUMMARY STATS   
# Positive1086
# Negative579
Median Positive9.2%5.8%13.9%
Median Negative-8.9%-7.5%-5.3%
Max Positive16.5%20.1%28.3%
Max Negative-27.8%-21.3%-17.5%

SEC Filings

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Report DateFiling DateFiling
93020251107202510-Q 9/30/2025
6302025807202510-Q 6/30/2025
3312025509202510-Q 3/31/2025
12312024214202510-K 12/31/2024
93020241108202410-Q 9/30/2024
6302024802202410-Q 6/30/2024
3312024503202410-Q 3/31/2024
12312023216202410-K 12/31/2023
93020231103202310-Q 9/30/2023
6302023804202310-Q 6/30/2023
3312023505202310-Q 3/31/2023
12312022217202310-K 12/31/2022
93020221104202210-Q 9/30/2022
6302022805202210-Q 6/30/2022
3312022506202210-Q 3/31/2022
12312021218202210-K 12/31/2021