Churchill Downs Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 2/6
Churchill Downs yıllık ortalama 10.6% oranında kazançlarını artırırken, Hospitality sektöründe kazançlar growing at 31.2% annual. Gelirler growing yılda ortalama 16.6% oranında artmaktadır. Churchill Downs'in özkaynak karlılığı 34.2% ve net marjı 13.2%'dir.
Anahtar bilgiler
10.58%
Kazanç büyüme oranı
12.05%
EPS büyüme oranı
| Hospitality Sektör Büyümesi | 19.52% |
| Gelir büyüme oranı | 16.59% |
| Özkaynak getirisi | 34.22% |
| Net Marj | 13.17% |
| Son Kazanç Güncellemesi | 31 Mar 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...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
Yeni Anlatı • 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 AlphaGelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Churchill Downs nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 31 Mar 26 | 2,946 | 388 | 250 | 0 |
| 31 Dec 25 | 2,926 | 383 | 246 | 0 |
| 30 Sep 25 | 2,885 | 404 | 241 | 0 |
| 30 Jun 25 | 2,830 | 432 | 241 | 0 |
| 31 Mar 25 | 2,786 | 422 | 238 | 0 |
| 31 Dec 24 | 2,734 | 427 | 238 | 0 |
| 30 Sep 24 | 2,671 | 415 | 224 | 0 |
| 30 Jun 24 | 2,615 | 409 | 214 | 0 |
| 31 Mar 24 | 2,493 | 342 | 205 | 0 |
| 31 Dec 23 | 2,462 | 417 | 202 | 0 |
| 30 Sep 23 | 2,381 | 361 | 202 | 0 |
| 30 Jun 23 | 2,191 | 357 | 190 | 0 |
| 31 Mar 23 | 2,005 | 553 | 181 | 0 |
| 31 Dec 22 | 1,810 | 439 | 164 | 0 |
| 30 Sep 22 | 1,695 | 482 | 152 | 0 |
| 30 Jun 22 | 1,704 | 486 | 149 | 0 |
| 31 Mar 22 | 1,637 | 255 | 144 | 0 |
| 31 Dec 21 | 1,597 | 249 | 139 | 0 |
| 30 Sep 21 | 1,511 | 222 | 129 | 0 |
| 30 Jun 21 | 1,455 | 204 | 132 | 0 |
| 31 Mar 21 | 1,125 | 72 | 121 | 0 |
| 31 Dec 20 | 1,054 | 14 | 115 | 0 |
| 30 Sep 20 | 1,056 | 2 | 118 | 0 |
| 30 Jun 20 | 1,025 | -26 | 114 | 0 |
| 31 Mar 20 | 1,317 | 106 | 121 | 0 |
| 31 Dec 19 | 1,330 | 140 | 122 | 0 |
| 30 Sep 19 | 1,268 | 143 | 117 | 0 |
| 30 Jun 19 | 1,183 | 186 | 104 | 0 |
| 31 Mar 19 | 1,085 | 180 | 97 | 0 |
| 31 Dec 18 | 1,009 | 183 | 91 | 0 |
| 30 Sep 18 | 969 | 210 | 88 | 0 |
| 30 Jun 18 | 945 | 165 | 86 | 0 |
| 31 Mar 18 | 904 | 134 | 83 | 0 |
| 31 Dec 17 | 883 | 122 | 84 | 0 |
| 30 Sep 17 | 496 | 104 | 63 | -29 |
| 30 Jun 17 | 602 | 99 | 71 | -20 |
| 31 Mar 17 | 702 | 95 | 75 | -11 |
| 31 Dec 16 | 822 | 96 | 79 | 0 |
| 30 Sep 16 | 1,303 | 88 | 98 | 39 |
| 30 Jun 16 | 1,279 | 83 | 95 | 40 |
| 31 Mar 16 | 1,250 | 69 | 92 | 40 |
| 31 Dec 15 | 799 | 70 | 76 | 0 |
| 30 Sep 15 | 1,108 | 43 | 86 | 30 |
| 30 Jun 15 | 1,002 | 43 | 79 | 20 |
Kaliteli Kazançlar: CHDN yüksek kaliteli kazançlar sağlıyor.
Büyüyen Kar Marjı: CHDN 'nin mevcut net kar marjları (13.2%) geçen yılın (15.2%) değerinden daha düşüktür.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: CHDN şirketinin kazancı son 5 yılda yılda 10.6% oranında arttı.
Büyüme Hızlandırma: CHDN 'in son bir yıldır negatif kazanç büyümesi oldu, bu nedenle 5 yıllık ortalamasıyla karşılaştırılamaz.
Kazançlar vs. Sektör: CHDN geçtiğimiz yıl negatif kazanç büyümesine ( -8.1% ) sahipti ve bu da onu Hospitality sektör ortalamasıyla ( 24.3% ) karşılaştırmayı zorlaştırıyordu.
Özkaynak Getirisi
Yüksek ROE: CHDN 'nin Özsermaye Getirisi ( 34.22% ) yüksek olsa da, bu ölçüm yüksek borç seviyeleri nedeniyle çarpıktır.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/26 18:21 |
| Gün Sonu Hisse Fiyatı | 2026/05/26 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Churchill Downs Incorporated 19 Bu analistlerden 11, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Brandt Montour | Barclays |
| Zachary Silverberg | Berenberg |
| Shaun Kelley | BofA Global Research |