Churchill Downs（CHDN）株式概要
チャーチル・ダウンズ・インコーポレイテッドは、米国でライブおよびヒストリカル・レーシング・エンターテインメント施設、オンライン賭博事業、地域カジノ・ゲーミング施設を運営している。 詳細
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Analyst Price Targets
Churchill Downs Incorporated 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$81.92 |
| 52週高値 | US$118.35 |
| 52週安値 | US$79.40 |
| ベータ | 0.67 |
| 1ヶ月の変化 | -12.58% |
| 3ヶ月変化 | -5.10% |
| 1年変化 | -14.52% |
| 3年間の変化 | -27.15% |
| 5年間の変化 | -32.63% |
| IPOからの変化 | 36,308.89% |
最新ニュース
ナラティブ更新 • Sep 03
CHDN: Regional Asset Sales And Core Racing Focus Will Drive Future Upside
Analysts have modestly reduced the blended fair value estimate for Churchill Downs from about $134.75 to roughly $130.58. This reflects a mix of higher and lower price targets that incorporate updated views on regional asset sales, EBITDA expectations, and sector headwinds in land-based gaming.Seeking Alpha • Aug 20
Churchill Downs: Wall Street Continues To Underestimate The Kentucky Derby Empire
Summary Churchill Downs is evolving beyond horse racing, building a diversified gaming ecosystem anchored by valuable licenses, historical racing machines, and wagering technologies. Q2 2026 results set company records, with revenue up 5% to $980M and adjusted EBITDA up 6% to $477M, showcasing operational leverage. Earnings growth outpaced revenue, with adjusted diluted EPS rising 11% to $3.45, indicating improved margin conversion and management execution. The Live and Historical Racing segment delivered $575M in revenue and a 55% adjusted EBITDA margin, highlighting the strength of CHDN’s core assets. Read the full article on Seeking AlphaRecent updates
ナラティブ更新 • Sep 03
CHDN: Regional Asset Sales And Core Racing Focus Will Drive Future Upside
Analysts have modestly reduced the blended fair value estimate for Churchill Downs from about $134.75 to roughly $130.58. This reflects a mix of higher and lower price targets that incorporate updated views on regional asset sales, EBITDA expectations, and sector headwinds in land-based gaming.Seeking Alpha • Aug 20
Churchill Downs: Wall Street Continues To Underestimate The Kentucky Derby Empire
Summary Churchill Downs is evolving beyond horse racing, building a diversified gaming ecosystem anchored by valuable licenses, historical racing machines, and wagering technologies. Q2 2026 results set company records, with revenue up 5% to $980M and adjusted EBITDA up 6% to $477M, showcasing operational leverage. Earnings growth outpaced revenue, with adjusted diluted EPS rising 11% to $3.45, indicating improved margin conversion and management execution. The Live and Historical Racing segment delivered $575M in revenue and a 55% adjusted EBITDA margin, highlighting the strength of CHDN’s core assets. Read the full article on Seeking Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...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
新しいナラティブ • 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 Alpha株主還元
| CHDN | US Hospitality | US 市場 | |
|---|---|---|---|
| 7D | -2.0% | -4.1% | 1.8% |
| 1Y | -14.5% | -12.6% | 13.3% |
業界別リターン: CHDN過去 1 年間で-12.6 % の収益を上げたUS Hospitality業界を下回りました。
リターン対市場: CHDNは、過去 1 年間で13.3 % のリターンを上げたUS市場を下回りました。
価格変動
| CHDN volatility | |
|---|---|
| CHDN Average Weekly Movement | 4.8% |
| Hospitality Industry Average Movement | 6.6% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.8% |
安定した株価: CHDN 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CHDNの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1875 | 7,800 | Bill Carstanjen | www.churchilldownsincorporated.com |
チャーチル・ダウンズ・インコーポレイテッドは、米国でライブおよびヒストリカル・レーシング・エンターテインメント施設、オンライン賭博事業、地域カジノ・ゲーミング施設を運営。3つのセグメントで事業を展開：ライブ＆ヒストリカル・レーシング、賭博サービス＆ソリューション、ゲーミング。ライブ＆ヒストリカル・レーシング部門は、チャーチル・ダウンズ競馬場およびケンタッキー州、バージニア州、ニューハンプシャー州にある同社のヒストリカル・レーシング施設において、ライブおよびヒストリカル・パリミュチュエル・レーシングに関連した活動を行い、入場料、パーソナルシート・ライセンス、スポンサーシップ、テレビ放映権、その他雑多なサービスを含むレース・イベント関連サービス、および飲食サービスを提供している。賭博サービス＆ソリューション事業では、TwinSpires.com、BetAmerica.com、およびその他のホワイトレーベル・プラットフォーム向けにオンライン競馬賭博事業を運営するTwinSpiresを通じて、マルチュエル賭博を行い、ドル賭博を促進し、競馬統計データのBloodstock Research Information Servicesプラットフォームを提供し、ライブ競馬のストリーミングビデオ、リプレイ、各種競馬およびハンディキャップ情報を提供し、サードパーティにテクノロジーサービスを提供している。また、リテールおよびオンライン・スポーツ・ベッティング事業、競馬場、OTB、その他のパリミュチュエル・ワゲッティング事業用のパリミュチュエル・ワゲッティング・システムを製造・運営するユナイテッド・トート、HRMの中央判定システム技術を提供するエクサクタも運営している。ゲーミング部門は、カジノ施設および関連競馬場の運営を行っており、スロットマシン、テーブルゲーム、ビデオ宝くじ端末、ビデオポーカー、HRM、付帯飲食サービス、ホテルサービス、共同購入賭博の手数料、競馬イベント関連サービス、その他雑多な業務を行っている。チャーチル・ダウンズ・インコーポレーテッドは1875年に設立され、ケンタッキー州ルイビルに本社を置いている。
Churchill Downs Incorporated 基礎のまとめ
| CHDN 基礎統計学 | |
|---|---|
| 時価総額 | US$5.71b |
| 収益（TTM） | US$412.00m |
| 売上高(TTM) | US$2.99b |
13.9x
PER（株価収益率1.9x
P/SレシオCHDN は割高か？
公正価値と評価分析を参照収益と収入
| CHDN 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.99b |
| 売上原価 | US$1.97b |
| 売上総利益 | US$1.02b |
| その他の費用 | US$610.60m |
| 収益 | US$412.00m |
直近の収益報告
Jun 30, 2026
次回決算日
Oct 28, 2026
| 一株当たり利益（EPS） | 5.91 |
| グロス・マージン | 34.18% |
| 純利益率 | 13.77% |
| 有利子負債／自己資本比率 | 343.1% |
CHDN の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.5%
現在の配当利回り7%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/21 08:48 |
| 終値 | 2026/09/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した ご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Churchill Downs Incorporated 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。21
| アナリスト | 機関 |
|---|---|
| Brandt Montour | Barclays |
| "Brandt Montour | Barclays |
| Zachary Silverberg | Berenberg |