DraftKings マネジメント
マネジメント 基準チェック /34
DraftKingsの CEO はJason Robinsで、 Dec2011年に任命され、 の在任期間は 14.42年です。 の年間総報酬は$ 22.62Mで、 0%給与と100%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.73%を直接所有しており、その価値は$ 92.17M 。経営陣と取締役会の平均在任期間はそれぞれ5.3年と6.1年です。
主要情報
Jason Robins
最高経営責任者
US$22.6m
報酬総額
| CEO給与比率 | 0.00% |
| CEO在任期間 | 14.4yrs |
| CEOの所有権 | 0.7% |
| 経営陣の平均在職期間 | 5.3yrs |
| 取締役会の平均在任期間 | 6.1yrs |
経営陣の近況
Recent updates
ナラティブの更新 • 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.Seeking Alpha • Apr 30
DraftKings: A Gem That Has Lost Its Luster
Summary DraftKings has transitioned from high-growth hype to a stable, dominant online sports betting leader with strong market share and margin expansion potential. DKNG’s asset-light model enables continued margin growth, outperforming peers reliant on physical locations, and supports sustainable double-digit topline growth. Risks from emerging prediction markets exist, but DKNG’s entrenched user base and new product initiatives mitigate immediate threats. I view DKNG as a compelling buy at current levels, with upside from further state expansion, international growth, and operational leverage. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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...ナラティブの更新 • 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.分析記事 • 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...分析記事 • May 27
Here's Why DraftKings (NASDAQ:DKNG) Can Afford Some Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking Alpha • Dec 16
DraftKings: Odds Are In Investor's Favor
Summary In 3Q24, DKNG saw 39% y/y revenue growth, improved operating margin to -27.21%, and a 14% surge in new players. Overall, the industry continues to expand as more states legalize online gaming. Total market size to reach $39 billion by FY2029, growing at a rate close to 10% CAGR. DKNG continues to roll out multiple initiatives to capture growth while improving its margins. By 2025, the company expects a positive FCF of $850 million, representing an FCF margin of 13.28%. Valuation analysis suggests that if DKNG can meet its guidance and consistently generate FCF in the remaining years, there is a potential upside of 29%. Read the full article on Seeking AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$59m |
| Dec 31 2025 | US$23m | US$1 | US$4m |
| Sep 30 2025 | n/a | n/a | -US$268m |
| Jun 30 2025 | n/a | n/a | -US$304m |
| Mar 31 2025 | n/a | n/a | -US$399m |
| Dec 31 2024 | US$21m | US$1 | -US$507m |
| Sep 30 2024 | n/a | n/a | -US$417m |
| Jun 30 2024 | n/a | n/a | -US$406m |
| Mar 31 2024 | n/a | n/a | -US$548m |
| Dec 31 2023 | US$21m | US$1 | -US$802m |
| Sep 30 2023 | n/a | n/a | -US$1b |
| Jun 30 2023 | n/a | n/a | -US$1b |
| Mar 31 2023 | n/a | n/a | -US$1b |
| Dec 31 2022 | US$47m | US$1 | -US$1b |
| Sep 30 2022 | n/a | n/a | -US$1b |
| Jun 30 2022 | n/a | n/a | -US$2b |
| Mar 31 2022 | n/a | n/a | -US$2b |
| Dec 31 2021 | US$14m | US$113k | -US$2b |
| Sep 30 2021 | n/a | n/a | -US$1b |
| Jun 30 2021 | n/a | n/a | -US$1b |
| Mar 31 2021 | n/a | n/a | -US$2b |
| Dec 31 2020 | US$237m | US$650k | -US$1b |
| Sep 30 2020 | n/a | n/a | -US$1b |
| Jun 30 2020 | n/a | n/a | -US$679m |
| Mar 31 2020 | n/a | n/a | -US$181m |
| Dec 31 2019 | US$4m | US$400k | -US$143m |
報酬と市場: Jasonの 総報酬 ($USD 22.62M ) は、 US市場 ($USD 14.80M ) の同規模の企業の平均を上回っています。
報酬と収益: Jasonの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Jason Robins (44 yo)
14.4yrs
在職期間
US$22,621,941
報酬
Mr. Jason D. Robins is Chief Executive Officer at DraftKings Holdings Inc. (formerly known as DraftKings Inc.) since December 2011 and has been its Chairman of the Board since April 2020. He is a Co-Founde...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 14.4yrs | US$22.62m | 0.73% $ 92.2m | |
| Co-Founder | 14.4yrs | US$11.96m | 0.49% $ 62.6m | |
| Co-Founder & Director | 14.4yrs | US$11.83m | 1.27% $ 161.3m | |
| Chief Financial Officer | 3.3yrs | US$7.69m | 0.033% $ 4.1m | |
| Chief Legal Officer & Secretary | 8.5yrs | US$7.88m | 0.11% $ 13.7m | |
| Chief Accounting Officer | 1.8yrs | データなし | 0.0077% $ 974.4k | |
| Chief Technology Officer | no data | データなし | データなし | |
| Senior Director of Investor Relations | no data | データなし | データなし | |
| Chief Compliance Officer | 5.3yrs | データなし | データなし | |
| Chief Marketing Officer | no data | データなし | データなし | |
| Chief Transformation Officer | 2yrs | US$6.49m | 0.082% $ 10.4m | |
| Chief Responsible Gaming Officer | 2.1yrs | データなし | データなし |
5.3yrs
平均在職期間
45yo
平均年齢
経験豊富な経営陣: DKNGの経営陣は経験豊富で経験豊富です（平均在職期間は5.3年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 6.1yrs | US$22.62m | 0.73% $ 92.2m | |
| Co-Founder | 6.1yrs | US$11.96m | 0.49% $ 62.6m | |
| Co-Founder & Director | 6.1yrs | US$11.83m | 1.27% $ 161.3m | |
| Special Advisor to Board | 5.7yrs | データなし | データなし | |
| Independent Vice Chairman of the Board | 6.1yrs | US$304.86k | 0.072% $ 9.1m | |
| Independent Director | 6.1yrs | US$342.62k | 0.0015% $ 186.3k | |
| Independent Director | 6.1yrs | US$361.92k | 0.040% $ 5.1m | |
| Independent Director | 6.1yrs | US$332.37k | 0.016% $ 2.0m | |
| Special Advisor to Board | 5.3yrs | データなし | データなし | |
| Independent Director | 5.7yrs | US$325.81k | 0.010% $ 1.3m | |
| Independent Director | 6.1yrs | US$320.13k | 0.021% $ 2.6m | |
| Independent Director | 5.7yrs | US$333.32k | 0.0064% $ 811.0k |
6.1yrs
平均在職期間
49.5yo
平均年齢
経験豊富なボード: DKNGの 取締役会 は 経験豊富 であると考えられます ( 6.1年の平均在任期間)。
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 | 2026/05/20 13:20 |
| 終値 | 2026/05/20 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 |
| |
| 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
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
DraftKings Inc. 33 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。53
| アナリスト | 機関 |
|---|---|
| Pierre-Marie D'Ornano | Arete Research Services LLP |
| Brandt Montour | Barclays |
| Michael Hickey | Benchmark Company |