Churchill Downs Incorporated

NasdaqGS:CHDN 株式レポート

時価総額：US$6.5b

Churchill Downs 将来の成長

Future 基準チェック /26

Churchill Downs利益と収益がそれぞれ年間14.1%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に29.5% 14.5%なると予測されています。

主要情報

14.1%

収益成長率

14.45%

EPS成長率

Hospitality 収益成長18.0%
収益成長率3.6%
将来の株主資本利益率29.46%
アナリストカバレッジ

Good

最終更新日04 May 2026

今後の成長に関する最新情報

Recent updates

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.
Seeking Alpha • Mar 16

Churchill Downs: A 150-Year-Old Cash Machine Trading At A Discount

Summary Churchill Downs Incorporated offers a compelling long-term equity case, driven by its unique assets and robust compounding potential. CHDN’s moat is anchored by the Kentucky Derby, but growth is also fueled by expansion in Historical Racing Machines and premium ticketing initiatives. Financials are strong, with a 10-year EBIT CAGR of 16.7%, healthy cash flow, and disciplined capital allocation toward both expansion and buybacks. At a forward EV/EBITDA of 9x versus a 5-year average of 13x, CHDN is rated a buy, supported by both valuation and sustainable EPS compounding. Read the full article on Seeking Alpha
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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • May 26

Is Now An Opportune Moment To Examine Churchill Downs Incorporated (NASDAQ:CHDN)?

While Churchill Downs Incorporated ( NASDAQ:CHDN ) might not have the largest market cap around , it received a lot of...
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 Alpha
Seeking 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 Alpha
Seeking 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
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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 Alpha
Seeking 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 Alpha
Seeking 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

業績と収益の成長予測

NasdaqGS:CHDN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,254540616N/A4
12/31/20273,13954066984011
12/31/20263,02849766083711
3/31/20262,946388379818N/A
12/31/20252,926383310770N/A
9/30/20252,885404266805N/A
6/30/20252,830432367787N/A
3/31/20252,786422293765N/A
12/31/20242,734427226773N/A
9/30/20242,671415153749N/A
6/30/20242,61540919675N/A
3/31/20242,493342-52645N/A
12/31/20232,462417-71606N/A
9/30/20232,381361-46612N/A
6/30/20232,191357-43559N/A
3/31/20232,00555382618N/A
12/31/20221,81043980537N/A
9/30/20221,695482156493N/A
6/30/20221,704486277506N/A
3/31/20221,637255356491N/A
12/31/20211,597249244336N/A
9/30/20211,511222195272N/A
6/30/20211,455204143275N/A
3/31/20211,12572-12079N/A
12/31/20201,05414-92142N/A
9/30/20201,0562-94167N/A
6/30/20201,025-26-61152N/A
3/31/20201,31710679263N/A
12/31/20191,330140N/A290N/A
9/30/20191,268143N/A323N/A
6/30/20191,183186N/A250N/A
3/31/20191,085180N/A212N/A
12/31/20181,009183N/A198N/A
9/30/2018969210N/A183N/A
6/30/2018945165N/A209N/A
3/31/2018904134N/A206N/A
12/31/2017883122N/A215N/A
9/30/2017496104N/A205N/A
6/30/201760299N/A228N/A
3/31/201770295N/A226N/A
12/31/201682296N/A231N/A
9/30/20161,30388N/A230N/A
6/30/20161,27983N/A237N/A
3/31/20161,25069N/A241N/A
12/31/201579970N/A265N/A
9/30/20151,10843N/A251N/A
6/30/20151,00243N/A217N/A

アナリストによる今後の成長予測

収入対貯蓄率: CHDNの予測収益成長率 (年間14.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CHDNの収益 ( 14.1% ) US市場 ( 16.4% ) よりも低い成長が予測されています。

高成長収益: CHDNの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CHDNの収益 ( 3.6% ) US市場 ( 11.4% ) よりも低い成長が予測されています。

高い収益成長: CHDNの収益 ( 3.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CHDNの 自己資本利益率 は、3年後には高くなると予測されています ( 29.5 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/06 08:08
終値2026/05/06 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

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 11 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。19

アナリスト機関
Brandt MontourBarclays
Zachary SilverbergBerenberg
Shaun KelleyBofA Global Research