DraftKings（DKNG）株式概要
DraftKings Inc.は、デジタル・スポーツ・エンターテインメントおよびゲーミング企業として、米国内外で事業を展開しています。 詳細
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リスク分析
リスクチェックの結果、DKNG 、リスクは検出されなかった。
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DraftKings
7.2% 割高 内在価値ディスカウント
DraftKings: Priced for Pessimism, But Are the Risks Fully Priced In?
View narrativeCE
Published 21 Jul
DraftKings Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$22.47 |
| 52週高値 | US$44.22 |
| 52週安値 | US$20.46 |
| ベータ | 1.63 |
| 1ヶ月の変化 | -6.53% |
| 3ヶ月変化 | -14.85% |
| 1年変化 | -48.11% |
| 3年間の変化 | -21.73% |
| 5年間の変化 | -56.58% |
| IPOからの変化 | 129.29% |
最新ニュース
Seeking Alpha • Sep 11
DraftKings: Football Is Back And The Stock Looks Interesting After The Decline (Rating Upgrade)
Summary DraftKings is upgraded from neutral to bullish as fears over the 'phantom tax' proved overblown and customer demand remains robust. DKNG's Q2 saw 73% YoY customer growth at 8% lower CAC, strong handle gains, and a rapidly scaling Predictions segment, despite headline revenue and margin misses. Expense discipline is now the critical swing factor; DKNG trades at 14.34x 2028E earnings with 90.49% EPS growth projected, but continued high sales/marketing spend could delay profitability. Risks include unresolved tax headwinds, regulatory uncertainty in Predictions, and a competitive promotional environment that could pressure margins and EPS estimates. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 24
DKNG: Prediction Market Regulation Will Limit Profitability Despite New Exchange Expansion
Analysts have raised the DraftKings fair value estimate to $20.00 from $18.00, reflecting updated assumptions that include slightly higher modeled revenue growth, a modestly stronger profit margin, and a higher future P/E multiple supported by recent Street commentary around prediction market expansion and ongoing core business performance. Analyst Commentary Recent Street research on DraftKings shows a mix of optimism around prediction markets and the core online gaming business, alongside more cautious voices that are focused on valuation, earnings execution, and the timing of any upside from new products.Recent updates
Seeking Alpha • Sep 11
DraftKings: Football Is Back And The Stock Looks Interesting After The Decline (Rating Upgrade)
Summary DraftKings is upgraded from neutral to bullish as fears over the 'phantom tax' proved overblown and customer demand remains robust. DKNG's Q2 saw 73% YoY customer growth at 8% lower CAC, strong handle gains, and a rapidly scaling Predictions segment, despite headline revenue and margin misses. Expense discipline is now the critical swing factor; DKNG trades at 14.34x 2028E earnings with 90.49% EPS growth projected, but continued high sales/marketing spend could delay profitability. Risks include unresolved tax headwinds, regulatory uncertainty in Predictions, and a competitive promotional environment that could pressure margins and EPS estimates. Read the full article on Seeking Alphaナラティブ更新 • Aug 24
DKNG: Prediction Market Regulation Will Limit Profitability Despite New Exchange Expansion
Analysts have raised the DraftKings fair value estimate to $20.00 from $18.00, reflecting updated assumptions that include slightly higher modeled revenue growth, a modestly stronger profit margin, and a higher future P/E multiple supported by recent Street commentary around prediction market expansion and ongoing core business performance. Analyst Commentary Recent Street research on DraftKings shows a mix of optimism around prediction markets and the core online gaming business, alongside more cautious voices that are focused on valuation, earnings execution, and the timing of any upside from new products.ナラティブ更新 • Jul 23
DKNG: Prediction Market Regulation Will Constrain Margins And Future Share Returns
DraftKings' analyst fair value estimate is nudged lower to $18 from $20 as analysts refresh models for mixed near term digital gaming trends, slightly adjust discount rate and profitability assumptions, and temper future P/E expectations despite ongoing interest in the company's prediction markets push. Analyst Commentary Recent research on DraftKings shows a split view, with some firms raising price targets on optimism around prediction markets and core sports betting, while others scale back expectations or turn more cautious on execution and growth.
新しいナラティブ • Jul 21
DraftKings: Priced for Pessimism, But Are the Risks Fully Priced In?
The legalization of online sports betting created one of the fastest-growing industries in consumer discretionary. DraftKings emerged as one of its biggest winners, rapidly expanding their customer base as more states embraced regulated wagering.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.株主還元
| DKNG | US Hospitality | US 市場 | |
|---|---|---|---|
| 7D | -5.2% | -2.3% | 0.5% |
| 1Y | -48.1% | -12.9% | 12.0% |
業界別リターン: DKNG過去 1 年間で-12.9 % 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: DKNGは、過去 1 年間で12 % のリターンを上げたUS市場を下回りました。
価格変動
| DKNG volatility | |
|---|---|
| DKNG Average Weekly Movement | 7.6% |
| Hospitality Industry Average Movement | 6.7% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: DKNG 、 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: DKNGの 週次ボラティリティ ( 8% ) 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 |
|---|---|---|---|
| 2011 | 5,500 | Jason Robins | www.draftkings.com |
DraftKings Inc.は、デジタル・スポーツ・エンターテインメントおよびゲーミング企業として、米国内外で事業を展開している。同社はオンラインおよび小売スポーツベッティング、デイリーファンタジースポーツ、デジタル宝くじクーリエ、予測市場、その他の製品を提供し、スポーツブックも小売している。また、ブラックジャック、ルーレット、バカラ、スロットマシンを含むiGaming（オンラインカジノ）商品も提供している。さらに、オンライン・スポーツブックや小売スポーツブック、iGamingオペレーター向けに、スポーツベッティングやカジノゲーミングソフトウェアの設計・開発も行っている。ドラフトキングス社は2011年に設立され、マサチューセッツ州ボストンに本社を置いている。
DraftKings Inc. 基礎のまとめ
| DKNG 基礎統計学 | |
|---|---|
| 時価総額 | US$12.08b |
| 収益（TTM） | -US$166.90m |
| 売上高(TTM) | US$6.22b |
1.8x
P/Sレシオ-66.8x
PER（株価収益率DKNG は割高か？
公正価値と評価分析を参照収益と収入
| DKNG 損益計算書（TTM） | |
|---|---|
| 収益 | US$6.22b |
| 売上原価 | US$1.49b |
| 売上総利益 | US$4.74b |
| その他の費用 | US$4.90b |
| 収益 | -US$166.90m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.34 |
| グロス・マージン | 76.13% |
| 純利益率 | -2.68% |
| 有利子負債／自己資本比率 | 322.3% |
DKNG の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/09/17 20:42 |
| 終値 | 2026/09/17 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
DraftKings Inc. 34 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。54
| アナリスト | 機関 |
|---|---|
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| "Brandt Montour | Barclays |
| Brandt Montour | Barclays |