Churchill Downs Dirección
Dirección controles de criterios 2/4
El CEO de Churchill Downs es Bill Carstanjen , nombrado en Aug 2014, tiene una permanencia de 11.83 años. compensación anual total es $19.17M, compuesta por 9.4% salario y 90.6% primas, incluidas acciones y opciones de la empresa. posee directamente un 2.42% de las acciones de la empresa, por valor de $146.77M. La antigüedad media del equipo directivo y de la junta directiva es de 5.5 años y 10.9 años, respectivamente.
Información clave
Bill Carstanjen
Chief Executive Officer (CEO)
US$19.2m
Compensación total
| Porcentaje del salario del CEO | 9.39% |
| Permanencia del CEO | 11.8yrs |
| Participación del CEO | 2.4% |
| Permanencia media de la dirección | 5.5yrs |
| Promedio de permanencia en la Junta Directiva | 10.9yrs |
Actualizaciones recientes de la dirección
Recent updates
Seeking Alpha • Jun 01
Churchill Downs: The Caesars Buyout Could Present An Opportunity
Summary Churchill Downs Incorporated has reported slowing earnings momentum, as the company hasn't found as many attractive CapEx projects. Fertitta's acquisition of Caesars Entertainment is expected to result in sector M&A, and CHDN is well-positioned to acquire potentially sold casino assets. I estimate CHDN stock to have a fair value of $95.2. Read the full article on Seeking Alpha
Actualización de narrativa • Apr 14
CHDN: New Kentucky Venue And Buybacks Will Counter IGaming And HISA Pressures
The analyst price target for Churchill Downs has been reduced by about $0.75 to $134.75, as analysts factor in slightly softer margin assumptions and a higher discount rate, while still reflecting mixed but generally supportive recent Street research. Analyst Commentary Recent Street research on Churchill Downs shows a mix of cautious and constructive views, with price targets moving in both directions and investors focused on regulatory risk and future growth potential.Actualización de narrativa • Mar 31
CHDN: New Gaming Projects Will Offset Virginia IGaming And HISA Fee Risks
Narrative Update: Churchill Downs The analyst price target for Churchill Downs has seen a modest net reduction of $1, as analysts factor in iGaming expansion risks that some believe are already more than reflected in the current share price, while still seeing room for upside. Analyst Commentary Recent research has focused on how iGaming expansion risk, especially in Virginia, fits into the current valuation while still leaving room for upside if execution stays on track.Actualización de narrativa • Mar 17
CHDN: New Regional Gaming Venues Will Offset Virginia IGaming Uncertainty
Analysts have made only a modest tweak to their view of Churchill Downs, with the updated price target holding effectively steady near $135.50. They are weighing iGaming expansion risks against what they see as discounted upside in the current valuation.Actualización de narrativa • Mar 03
CHDN: Regional Casinos And New Venues Will Offset Virginia IGaming Risks
Analysts now see fair value for Churchill Downs edging up by $0.75 to $135.50, reflecting updated assumptions around discount rates, revenue growth, profit margins, and the price-to-earnings ratio relative to recent Street price target tweaks that incorporate both iGaming risk concerns and perceived upside. Analyst Commentary Recent Street research around Churchill Downs highlights a mix of optimism and caution, with price targets nudged both higher and lower as analysts refine their views on risk, growth, and execution.Actualización de narrativa • Dec 23
CHDN: Regional Casinos Will Drive Future Upside Despite Dumfries And Virginia Risks
Analysts have nudged their price target for Churchill Downs slightly lower, trimming it by about $1 to reflect a modestly higher discount rate and near term headwinds around slower property ramps and softer regional casino trends, even as they continue to view the shares as attractively valued. Analyst Commentary Analysts remain constructive on Churchill Downs despite trimming price targets, citing a combination of company specific execution challenges and broader softness in regional gaming trends.Actualización de narrativa • Dec 09
CHDN: Regional Casinos Will Drive Future Upside Despite Dumfries Ramp Headwinds
Analysts have nudged their average price target for Churchill Downs slightly lower to the mid $120s, trimming expectations by a few dollars per share as they factor in a slower than anticipated Dumfries ramp, uneven regulatory enforcement in Virginia, and softer regional casino trends, even while continuing to view the stock as attractively valued. Analyst Commentary Recent Street research reflects a nuanced view on Churchill Downs, with modestly lower price targets but continued conviction that the shares remain compelling on a risk reward basis.Actualización de narrativa • Nov 25
CHDN: Regional Casinos Will Drive Long-Term Upside Despite Dumphries Slowdown
Analysts have modestly reduced their price target for Churchill Downs, lowering it by $2 to reflect slower regional casino trends and economic headwinds that are impacting recent performance. Analyst Commentary Analyst review of Churchill Downs highlights both areas of optimism and ongoing concerns surrounding the company’s valuation and performance.Artículo de análisis • Nov 14
Why We're Not Concerned About Churchill Downs Incorporated's (NASDAQ:CHDN) Share Price
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Artículo de análisis • Aug 23
There's Been No Shortage Of Growth Recently For Churchill Downs' (NASDAQ:CHDN) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...Artículo de análisis • Aug 09
Churchill Downs Incorporated's (NASDAQ:CHDN) Business And Shares Still Trailing The Market
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...Artículo de análisis • Jun 22
A Look At The Intrinsic Value Of Churchill Downs Incorporated (NASDAQ:CHDN)
Key Insights Churchill Downs' estimated fair value is US$95.30 based on 2 Stage Free Cash Flow to Equity With US$97.90...Seeking Alpha • Mar 19
Churchill Downs: A Little Bit Of Everything Makes Something Attractive
Summary Churchill Downs Incorporated has a well-balanced portfolio of earnings strength. 78% institution holding is an insurance policy of a kind. Price in trading range attracts stronger buyers. Trades like common but feels like preferred. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Churchill Downs: The Legendary Racing Operator Continues Thriving (Rating Upgrade)
Summary Churchill Downs continued its great track record in 2024 with strong racing interest, and a relatively good performance in regional casinos. The company still has significant growth investments ahead, with HRM gaming venues and multi-year growth investments in the legendary Churchill Downs racetrack. I estimate CHDN stock to have a fair value of $106.1. Read the full article on Seeking AlphaSeeking Alpha • Sep 03
Churchill Downs: Still Under The Radar, Still An Excellent Business
Summary Churchill Downs Incorporated shows strong long-term performance, with improved business metrics and growth opportunities, making the stock attractive now. Q2 results exceeded expectations, with revenue and EPS ahead of estimates, and margins improving due to high-margin HRM machines and acquisitions. Management's disciplined capital allocation has led to high returns on equity and significant shareholder returns through dividends and share repurchases. Despite higher leverage, CHDN's growth prospects and fair valuation suggest it is at least fairly valued, if not undervalued. Read the full article on Seeking Alpha
Nueva narrativa • Aug 25
Racetrack Innovations And HRM Expansion Set To Sprint Ahead In Revenue Growth
Expansion projects and growing wagering activities at Churchill Downs Racetrack indicate strong potential for increased revenue from ticket sales, sponsorships, and betting.Seeking Alpha • Jun 10
Churchill Downs: Solid Performing Gaming Stock Eschews Scale For EBITDA Growth
Summary Churchill Downs Incorporated has grown earnings in a masterly blend of keeping margins high, buying and selling assets with the skills of a great investment manager. Its revenue will hit $3b this year, nowhere near sector leaders, but its stock remains an unsung solid performer producing strong earnings. The company is a blend of stable, capital allocation opportunist outlook combined with savvy every day skill sets in running tracks and casinos. Read the full article on Seeking AlphaSeeking Alpha • Apr 28
Churchill Downs: Making A Wager On This Proven Compounder
Summary Churchill Downs, owner of the iconic Kentucky Derby, is a diversified gaming operator with a strong historical record. The company has best in class operating margins, ROE, ROC and has exhibited consistent revenue and net income growth over the past 14 years. Despite a 3-year period of consolidation, the stock is undervalued and presents a good opportunity for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Churchill Downs: Accelerating Growth Might Justify High Valuation
Summary Churchill Downs Incorporated is an entertainment and gaming company that owns the Kentucky Derby and operates online wagering businesses and casino resorts. The company's revenues have been accelerating in recent years, reaching $2.4 billion in 2023, up from $1 billion a few years ago, driven by investments and expansion into new businesses. CHDN's stock has outperformed the market, up 732% in the last 10 years, but its valuation appears to be at a premium compared to its peers. Whether this premium valuation is justified or not really depends on whether you are a growth investor or value investor and what your time horizon is. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$388m |
| Dec 31 2025 | US$19m | US$2m | US$383m |
| Sep 30 2025 | n/a | n/a | US$404m |
| Jun 30 2025 | n/a | n/a | US$432m |
| Mar 31 2025 | n/a | n/a | US$422m |
| Dec 31 2024 | US$15m | US$2m | US$427m |
| Sep 30 2024 | n/a | n/a | US$415m |
| Jun 30 2024 | n/a | n/a | US$409m |
| Mar 31 2024 | n/a | n/a | US$342m |
| Dec 31 2023 | US$12m | US$2m | US$417m |
| Sep 30 2023 | n/a | n/a | US$361m |
| Jun 30 2023 | n/a | n/a | US$357m |
| Mar 31 2023 | n/a | n/a | US$553m |
| Dec 31 2022 | US$12m | US$2m | US$439m |
| Sep 30 2022 | n/a | n/a | US$482m |
| Jun 30 2022 | n/a | n/a | US$486m |
| Mar 31 2022 | n/a | n/a | US$255m |
| Dec 31 2021 | US$14m | US$2m | US$249m |
| Sep 30 2021 | n/a | n/a | US$222m |
| Jun 30 2021 | n/a | n/a | US$204m |
| Mar 31 2021 | n/a | n/a | US$72m |
| Dec 31 2020 | US$10m | US$1m | US$14m |
| Sep 30 2020 | n/a | n/a | US$2m |
| Jun 30 2020 | n/a | n/a | -US$26m |
| Mar 31 2020 | n/a | n/a | US$106m |
| Dec 31 2019 | US$11m | US$1m | US$140m |
Compensación vs. Mercado: La compensación total de Bill($USD19.17M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.35M).
Compensación vs. Ingresos: La compensación de Bill ha aumentado más de un 20%, mientras que los beneficios de la empresa han caído más de un 20% en el último año.
CEO
Bill Carstanjen (58 yo)
11.8yrs
Permanencia
US$19,172,839
Compensación
Mr. William C. Carstanjen, also known as Bill, is Chief Executive Officer and Director of Churchill Downs Incorporated from August 2014 and July 2015 respectively. He joined the Churchill Downs Incorporate...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 11.8yrs | US$19.17m | 2.42% $ 146.8m | |
| President & COO | 11.8yrs | US$7.21m | 1.05% $ 63.7m | |
| Executive VP & CFO | 10.7yrs | US$4.55m | 0.22% $ 13.4m | |
| Executive VP | 9.3yrs | US$3.41m | 0.044% $ 2.7m | |
| VP & Chief Accounting Officer | no data | sin datos | sin datos | |
| Senior VP & CTO | 4.3yrs | sin datos | sin datos | |
| Vice President of Investor Relations | 2yrs | sin datos | sin datos | |
| Senior Vice President of Corporate Development | 5yrs | sin datos | sin datos | |
| Senior VP of Human Resources | 4yrs | sin datos | sin datos | |
| Senior VP & President of Churchill Downs Racetrack | 5.5yrs | US$247.56k | sin datos | |
| Senior VP and President of TwinSpires & Online Gaming | 4.4yrs | sin datos | sin datos | |
| Senior VP & GM of Churchill Downs Racetrack | 5.5yrs | sin datos | sin datos |
5.5yrs
Permanencia media
55yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de CHDN es experimentado (5.5 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 10.9yrs | US$19.17m | 2.42% $ 146.8m | |
| Independent Director | 8.9yrs | US$342.50k | 0.014% $ 870.8k | |
| Director Emeritus | no data | US$44.00k | sin datos | |
| Director Emeritus | no data | US$697.85k | sin datos | |
| Director Emeritus | 21yrs | sin datos | sin datos | |
| Director Emeritus | no data | US$41.59k | sin datos | |
| Director Emeritus | 15yrs | US$65.00k | sin datos | |
| Independent Director | 28.4yrs | US$350.00k | 0% $ 0 | |
| Independent Director | 6.3yrs | US$337.50k | 0.031% $ 1.9m | |
| Independent Chairman of the Board | 18.4yrs | US$465.00k | 0.068% $ 4.1m | |
| Independent Director | 3.5yrs | US$332.50k | 0.0018% $ 109.8k | |
| Independent Director | 8.2yrs | US$355.00k | 0.030% $ 1.8m |
10.9yrs
Permanencia media
70.5yo
Promedio de edad
Junta con experiencia: Los miembros de la junta directiva de CHDN son experimentados ( 10.9 años antigüedad media).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/12 03:48 |
| Precio de las acciones al final del día | 2026/06/12 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Churchill Downs Incorporated está cubierta por 19 analistas. 11 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Brandt Montour | Barclays |
| Zachary Silverberg | Berenberg |
| Shaun Kelley | BofA Global Research |