Churchill Downs Incorporated

NasdaqGS:CHDN Aktierapport

Börsvärde: US$6.2b

Churchill Downs Tidigare resultatutveckling

Tidigare kriterier kontrolleras 2/6

Churchill Downs har ökat intäkterna med en genomsnittlig årlig takt på 10.6%, medan Hospitality -branschen såg intäkterna växer på 29.5% årligen. Intäkterna har varit växande med en genomsnittlig takt på 16.6% per år. Churchill Downs s avkastning på eget kapital är 34.2% och den har en nettomarginal på 13.2%.

Viktig information

10.58%

Tillväxttakt i vinsten

12.05%

Tillväxttakt för EPS

Hospitality Tillväxt i branschen19.52%
Intäkternas tillväxttakt16.59%
Avkastning på eget kapital34.22%
Nettomarginal13.17%
Nästa resultatuppdatering29 Jul 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Seeking Alpha Jun 01

Churchill Downs: The Caesars Buyout Could Present An Opportunity

Summary Churchill Downs Incorporated has reported slowing earnings momentum, as the company hasn't found as many attractive CapEx projects. Fertitta's acquisition of Caesars Entertainment is expected to result in sector M&A, and CHDN is well-positioned to acquire potentially sold casino assets. I estimate CHDN stock to have a fair value of $95.2. Read the full article on Seeking Alpha
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
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
User avatar
Ny berättelse 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

Fördelning av intäkter och kostnader

Hur Churchill Downs tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NasdaqGS:CHDN Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Mar 262,9463882500
31 Dec 252,9263832460
30 Sep 252,8854042410
30 Jun 252,8304322410
31 Mar 252,7864222380
31 Dec 242,7344272380
30 Sep 242,6714152240
30 Jun 242,6154092140
31 Mar 242,4933422050
31 Dec 232,4624172020
30 Sep 232,3813612020
30 Jun 232,1913571900
31 Mar 232,0055531810
31 Dec 221,8104391640
30 Sep 221,6954821520
30 Jun 221,7044861490
31 Mar 221,6372551440
31 Dec 211,5972491390
30 Sep 211,5112221290
30 Jun 211,4552041320
31 Mar 211,125721210
31 Dec 201,054141150
30 Sep 201,05621180
30 Jun 201,025-261140
31 Mar 201,3171061210
31 Dec 191,3301401220
30 Sep 191,2681431170
30 Jun 191,1831861040
31 Mar 191,085180970
31 Dec 181,009183910
30 Sep 18969210880
30 Jun 18945165860
31 Mar 18904134830
31 Dec 17883122840
30 Sep 1749610463-29
30 Jun 176029971-20
31 Mar 177029575-11
31 Dec 1682296790
30 Sep 161,303889839
30 Jun 161,279839540
31 Mar 161,250699240
31 Dec 1579970760
30 Sep 151,108438630
30 Jun 151,002437920

Kvalitetsintäkter: CHDN har inkomster av hög kvalitet.

Växande vinstmarginal: CHDN s nuvarande netto vinstmarginaler (13.2%) är lägre än förra året (15.2%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: CHDN s intäkter har ökat med 10.6% per år under de senaste 5 åren.

Accelererande tillväxt: CHDN s har haft negativ intäktstillväxt under det senaste året, så det kan inte jämföras med dess 5-åriga genomsnitt.

Resultat vs industri: CHDN hade negativ intäktstillväxt ( -8.1% ) under det senaste året, vilket gör det svårt att jämföra med branschens genomsnitt Hospitality ( 19.9% ).


Avkastning på eget kapital

Hög ROE: Medan CHDN s avkastning på eget kapital ( 34.22% ) är hög, är detta mått skevt på grund av deras höga skuldnivå.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/28 04:09
Aktiekurs vid dagens slut2026/06/26 00:00
Intäkter2026/03/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Churchill Downs Incorporated bevakas av 19 analytiker. 11 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Brandt MontourBarclays
Zachary SilverbergBerenberg
Shaun KelleyBofA Global Research