DraftKings Inc.

NasdaqGS:DKNG Rapport sur les actions

Capitalisation boursière : US$12.2b

DraftKings Résultats passés

Passé contrôle des critères 2/6

DraftKings a connu une croissance annuelle moyenne de ses bénéfices de 38.4%, tandis que le secteur Hospitality a vu ses bénéfices augmenter de en hausse à 29.5% par an. Les revenus ont augmenté de en hausse à un taux moyen de 34.5% par an. Le rendement des capitaux propres de DraftKings est 9.7% et ses marges nettes sont de 0.9%.

Informations clés

38.44%

Taux de croissance des bénéfices

42.46%

Taux de croissance du BPA

Hospitality Croissance de l'industrie19.52%
Taux de croissance des recettes34.49%
Rendement des fonds propres9.69%
Marge nette0.93%
Dernière mise à jour des bénéfices31 Mar 2026

Mises à jour récentes des performances passées

Recent updates

Mise à jour du récit Jun 17

DKNG: Prediction Market Regulation Will Pressure Margins And Future Stock Returns

DraftKings' fair value estimate has been reduced from $24.00 to $20.00 as analysts balance stronger projected revenue growth and ongoing progress in prediction markets against lower assumed profit margins and a slightly higher discount rate. Analyst Commentary Street research on DraftKings stock is mixed, with a clear split between those who see upside tied to prediction markets and core online betting, and bearish analysts who are more focused on execution risks, profitability, and the impact of rising competition.
Seeking Alpha Jun 11

DraftKings: Prediction Market Potential Is Becoming Clearer

Summary DraftKings Inc. disclosed strong 24% May month-over-month volume growth to $1.3 billion in the company's prediction market platform. The platform is gaining scale but remains small for now. DraftKings Predictions' volume is still tens of times smaller than Kalshi's or Polymarket's. DKNG's platform should see significant further growth through a marketing ramp-up and platform improvements; the platform launch is still early. I estimate DKNG stock to have 35% upside to $37.3. Read the full article on Seeking Alpha
Mise à jour du récit Jun 01

DKNG: Prediction Market Expansion Will Support Nationwide Super App Ambitions

Narrative Update on DraftKings Analysts have trimmed the DraftKings fair value estimate from $35.95 to about $34.71, reflecting slightly lower modeled revenue growth and profit margin assumptions. Some see prediction markets expanding the company’s addressable market, while others flag higher marketing spend, competitive pressures, and uncertainty around the impact of prediction platforms on the core business.
Mise à jour du récit May 13

DKNG: Prediction Markets Regulation And New Products Will Shape Measured Future Returns

DraftKings' updated analyst price target edges higher by $1, with analysts generally reconciling recent target cuts and raises around more measured revenue and margin expectations and a slightly higher future P/E assumption. Analyst Commentary Recent research on DraftKings shows a mixed backdrop, with some firms nudging price targets higher while many others trim targets or shift to more neutral ratings.
Mise à jour du récit Apr 28

DKNG: Prediction Market Expansion Into All 50 States Will Drive Repricing

DraftKings' updated analyst price target edges down from about $55.65 to $54.68, as analysts factor in slightly higher discount rates, a more moderate profit margin outlook, and continued investment in prediction markets that now assume a future P/E of about 27x. Analyst Commentary Street research on DraftKings has shifted toward more cautious assumptions, but a group of bullish analysts still see room for upside, particularly as the company leans into prediction markets and broadens its product set.
Mise à jour du récit Apr 13

DKNG: Prediction Market Push And Regulation Will Shape Future Profitability And Risk Profile

DraftKings' consensus analyst price target moved lower by a few dollars into the mid to high $30s range, as analysts incorporate softer 2026 revenue guidance, higher prediction market investment, and increased regulatory and tax pressures into their models. Analyst Commentary Recent research commentary around DraftKings has tilted more cautious, with many firms resetting long term expectations after the company issued softer 2026 revenue guidance and outlined heavier investment in prediction markets.
Mise à jour du récit Mar 30

DKNG: Federally Regulated Prediction Contracts Will Support Nationwide Expansion Plans

Analysts have trimmed the DraftKings fair value estimate from about $45.34 to $35.95 as they reset long term assumptions on revenue growth, margins, and future P/E in response to a wave of lower price targets that cite higher prediction market investment, competition, taxes, and softer 2026 guidance. Analyst Commentary Recent research on DraftKings clusters around two themes, prediction market investment and the reset to 2026 guidance, with valuation views splitting between those who see current expectations as conservative and those who are more skeptical about execution and industry growth.
Mise à jour du récit Mar 16

DKNG: Prediction Market Expansion And Regulation Will Shape Future Margins And Earnings Power

DraftKings' updated fair value estimate moves from $30.00 to $24.00 as analysts recalibrate for softer revenue growth and profit margins alongside heavier predictions market investment, even as several price targets in the $30 to $50 range still highlight confidence in the long term potential of the combined online sports betting and predictions product. Analyst Commentary Recent Street research on DraftKings points to a mixed setup for investors, with many firms trimming price targets while still maintaining positive or neutral ratings.
Mise à jour du récit Mar 02

DKNG: Prediction Market Reset And Regulation Will Drive Future Share Repricing

Analysts have collectively trimmed their DraftKings price targets, with our fair value estimate moving from about $60.48 to $55.65 as they factor in softer 2026 guidance and higher prediction market investment costs, along with expectations for improved margins and a lower future P/E multiple. Analyst Commentary Across recent research, most firms have cut their DraftKings price targets, but many still describe the story as one of execution on guidance, heavier investment in prediction markets and a reassessment of valuation rather than a fundamental break in the long term opportunity.
Mise à jour du récit Feb 16

DKNG: Regulatory Scrutiny On Prediction Markets Will Shape Future Share Repricing

Analysts have lowered our DraftKings fair value estimate from $68.84 to $60.48, reflecting reduced projected revenue growth, a more conservative profit margin outlook, and a higher future P/E assumption that is consistent with the recent wave of reduced Street price targets. Analyst Commentary Street research on DraftKings has leaned more cautious on near term expectations, with a series of reduced price targets as firms recalibrate their models and incorporate higher spending, competitive pressure, and regulatory considerations.
Article d’analyse Feb 04

With A 26% Price Drop For DraftKings Inc. (NASDAQ:DKNG) You'll Still Get What You Pay For

DraftKings Inc. ( NASDAQ:DKNG ) shareholders won't be pleased to see that the share price has had a very rough month...
Mise à jour du récit Feb 02

DKNG: Prediction Market Uncertainty And Regulation Will Shape Margins And Earnings Power

Analysts have reduced their DraftKings price targets by a few dollars, while still highlighting expectations for higher revenue growth, improving profit margins and a lower future P/E multiple in their updated models. Analyst Commentary Recent research on DraftKings reflects a mixed but increasingly cautious tone, with several Bearish analysts trimming price targets and, in a few cases, reducing ratings after the latest quarterly results and guidance updates.
Mise à jour du récit Jan 19

DKNG: Federally Regulated Event Contracts Will Unlock New States Over Time

Analysts have nudged their DraftKings fair value estimate higher to about US$45.34 from roughly US$44.47, reflecting updated views on slightly stronger long term profitability; a modestly lower discount rate; and a somewhat lower forward P/E multiple after recent price target revisions and mixed rating changes across the Street. Analyst Commentary Recent Street research on DraftKings shows a split tape, with some firms turning more constructive around the long term opportunity and others calling out nearer term risks tied to prediction markets, hold volatility and regulatory questions.
Mise à jour du récit Jan 05

DKNG: Federally Regulated Prediction Markets Will Unlock New States And Long-Term Upside

Analysts have trimmed their average price target on DraftKings by about $0.34 to roughly $44.47. Slightly higher discount rates, modestly softer long term growth and margins, and a higher assumed future P/E multiple reflect a more balanced view of near term headwinds and long term prediction market and iGaming opportunities.
Mise à jour du récit Dec 14

DKNG: Prediction Market Expansion Will Pressure Margins And Future Earnings Power

Analysts have trimmed their fair value estimate for DraftKings to $30.00 from about $40.89 as they moderate expectations for revenue growth, profitability, and future valuation multiples in light of increased competition from prediction markets, recent hold volatility, and more cautious near term earnings outlooks, despite a still constructive long term industry backdrop. Analyst Commentary Recent Street research reflects a clear reset in expectations for DraftKings as multiple firms trim price targets and, in some cases, ratings.
Article d’analyse Dec 05

DraftKings Inc.'s (NASDAQ:DKNG) P/S Is Still On The Mark Following 26% Share Price Bounce

DraftKings Inc. ( NASDAQ:DKNG ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
Mise à jour du récit Nov 30

DKNG: Expanding Into New States Will Mitigate Rising Prediction Market Threats

DraftKings' average analyst price target has been lowered by approximately $1.24 to $44.81, as analysts cite continued hold volatility, increased promotional spending, and heightened competition from prediction markets as primary factors behind the revisions. Analyst Commentary Recent analyst coverage for DraftKings presented a wide range of perspectives on the company's outlook, reflecting both confidence in its growth prospects and caution regarding emerging challenges.
Mise à jour du récit Nov 16

DKNG: Future Expansions Into New Markets Will Offset Competitive Risks

The consensus analyst price target for DraftKings has been reduced by approximately $5 to a new level near $46. Analysts point to persistent hold volatility, increased promotional spending, and growing risks from prediction market competition as key reasons for the adjustment.
Mise à jour du récit Oct 31

DKNG: Emerging Sports Prediction Markets Will Drive Sector Competition Over Coming Quarters

The analyst price target for DraftKings was modestly reduced by $0.45 to $50.74. Analysts cited ongoing competition from prediction markets and short-term margin pressures as influencing factors in their revised outlook.
Mise à jour du récit Oct 17

Legal Online Sports Betting Will Expand iGaming Markets

The consensus analyst price target for DraftKings was recently lowered by approximately $1.64. Analysts cited ongoing margin pressures in the third quarter and increasing competition from prediction markets as the primary drivers of more cautious estimates.
Mise à jour du récit Oct 03

Legal Online Sports Betting Will Expand iGaming Markets

DraftKings' analyst price target has moved slightly lower from $54.86 to $52.83, as analysts point to mounting prediction market competition and margin pressures as key headwinds that impact growth expectations. Analyst Commentary Analysts have offered a range of perspectives on DraftKings' outlook, highlighting both supporting factors and ongoing concerns.
Article d’analyse Oct 02

DraftKings Inc.'s (NASDAQ:DKNG) Stock Retreats 27% But Revenues Haven't Escaped The Attention Of Investors

DraftKings Inc. ( NASDAQ:DKNG ) shares have had a horrible month, losing 27% after a relatively good period beforehand...
Mise à jour du récit Sep 04

Legal Online Sports Betting Will Expand iGaming Markets

Analysts maintain a positive outlook on DraftKings driven by ongoing revenue growth, market expansion, and asset revaluation despite manageable tax and regulatory risks, leaving the consensus Analyst Price Target unchanged at $54.86. Analyst Commentary Bullish analysts anticipate continued revenue growth driven by the legalization of online sports betting in additional states, market share gains, and improving customer retention, supported by declining acquisition costs and strong Q2 performance.
Article d’analyse Jul 04

Why We're Not Concerned About DraftKings Inc.'s (NASDAQ:DKNG) Share Price

DraftKings Inc.'s ( NASDAQ:DKNG ) price-to-sales (or "P/S") ratio of 4x may look like a poor investment opportunity...
Seeking Alpha Apr 28

DraftKings: I Am Finally Upgrading My Investment Outlook To Bullish, Here's Why

Summary DraftKings is poised for significant growth as it transitions to profitability in 2025, driven by a rapidly expanding customer base that grew 42.25% YoY in 2024. Strategic investments in technology, data science, and live betting innovations, along with acquisitions like Simplebet, position DKNG to maintain its competitive edge and capitalize on secular growth. Despite macroeconomic risks, such as rising unemployment and potential recessionary pressures, DKNG's improving free cash flow of $407.60 million in 2024, with a projected $850 million in 2025, is attractive. Read the full article on Seeking Alpha
Seeking Alpha Apr 20

DraftKings: A Baby Thrown Out With The Tariff Bathwater

Summary DraftKings generates $4.3B in annual revenue, set to grow alongside the expanding industry. Maintaining the 38% market share over the next five years is key in positioning DKNG for substantial business growth. Robust sales growth, a strong industry outlook, and no foreseeable obstacles to forward earnings gains justify a positive rating for DKNG. Read the full article on Seeking Alpha
Seeking Alpha Mar 28

DraftKings: Excellent 2025 Momentum At An Attractive Valuation

Summary DraftKings is seeing excellent and accelerating growth momentum. The momentum will likely continue in 2025 as the company's customer base swells. DraftKings bottom-line is also seeing a significant rise as the growth comes while the costs are controlled. DraftKings is attractive valued considering the company's growth and potential. Read the full article on Seeking Alpha
Seeking Alpha Mar 18

DraftKings: A Pivotal 2025, Real Profits Ahead (Rating Upgrade)

Summary DraftKings previously checked every red flag on my list, but with the stock down 30% and 2025 prospects, it's time to change the tone. Despite unprofitable quarters and high expenses, DraftKings' unique customers grew 42% Y/Y, and 2025 could see profitability with close to half a billion dollars in free cash flow. At $38/share, DraftKings' valuation is starting to make sense, with a 41x EV/FCF multiple for a 35% growth company. After being a longtime bear, I'm upgrading DraftKings to a 'Buy'. Read the full article on Seeking Alpha
Seeking Alpha Feb 16

DraftKings: Incredible Customer Acquisition, Terrible Price (Rating Upgrade)

Summary DraftKings achieved a significant "beat and raise" in Q4, boosting its share price by ~15%, driven by new customer acquisition and better sportsbook hold percentages. Upgrading DraftKings to neutral. The company benefits from additional states legalizing sports gambling, a growing iGaming business, and economies of scale, but faces volatile trends and lofty FY25 EBITDA goals. DraftKings' FY25 outlook relies on 30%+ revenue growth and a significant increase in adjusted EBITDA margins, as well as a normalization of all unfavorable sports outcomes in FY24. Even if it hits this lofty guidance, DraftKings already trades at an expensive ~28x forward adjusted EBITDA and is priced for perfection. Read the full article on Seeking Alpha
Seeking Alpha Jan 16

DraftKings: Narrow Moat At An Unreasonable Price

Summary DraftKings' growth is strong, but there's no clear path to profitability. Third quarter results showed impressive revenue growth but declining gross margins and rising operating expenses, accompanied by a downward revision in guidance. The competitive landscape remains fierce, with DraftKings heavily reliant on high marketing spend, and new entrants like ESPN Bet increasing competition. Valuation is high at 21 times '25 Adjusted EBITDA estimates, making it risky to hold shares, especially with the potential for further guidance downgrades. Read the full article on Seeking Alpha

Ventilation des recettes et des dépenses

Comment DraftKings gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NasdaqGS:DKNG Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Mar 266,292592,100480
31 Dec 256,05542,040460
30 Sep 255,458-2681,930438
30 Jun 255,410-3041,920427
31 Mar 255,002-3991,901412
31 Dec 244,768-5071,894397
30 Sep 244,606-4171,866373
30 Jun 244,300-4061,798359
31 Mar 244,071-5481,758356
31 Dec 233,665-8021,804355
30 Sep 233,290-1,0001,859350
30 Jun 233,002-1,1681,910338
31 Mar 232,593-1,3071,941325
31 Dec 222,240-1,3781,932318
30 Sep 221,859-1,4621,894304
30 Jun 221,570-1,5561,926293
31 Mar 221,401-1,6451,925279
31 Dec 211,296-1,5231,785254
30 Sep 211,145-1,4401,619250
30 Jun 211,065-1,2901,427239
31 Mar 21838-1,5091,216207
31 Dec 20615-1,232906169
30 Sep 20423-1,018674119
30 Jun 20357-67942779
31 Mar 20344-18132461
31 Dec 19323-14330056
30 Sep 19286-11526550
31 Dec 18226-7622133
31 Dec 17192-7721320

Des revenus de qualité: DKNG a un important ponctuel gain de $47.7M impactant ses 12 derniers mois de résultats financiers à 31st March, 2026.

Augmentation de la marge bénéficiaire: DKNG est devenu rentable dans le passé.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: DKNG est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de 38.4% par an.

Accélération de la croissance: DKNG est devenu rentable au cours de l'année dernière, ce qui rend le taux de croissance des bénéfices difficile à comparer à sa moyenne sur 5 ans.

Bénéfices par rapport au secteur d'activité: DKNG est devenue rentable au cours de l'année dernière, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Hospitality ( 19.9% ).


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de DKNG ( 9.7% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/25 09:55
Cours de l'action en fin de journée2026/06/25 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

DraftKings Inc. est couverte par 51 analystes. 33 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Pierre-Marie D'OrnanoArete Research Services LLP
Brandt MontourBarclays
Michael HickeyBenchmark Company