Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CHDN
SellSinkerChurchill Downs Incorporated · Consumer Cyclical · United States · $6.3B · Avg Vol: $89M/d
COMPANY DESCRIPTION
Churchill Downs Incorporated is a premier racing, gaming, and entertainment company, owning and operating the iconic Churchill Downs Racetrack, a portfolio of gaming venues, and the TwinSpires online wagering platform. The company's strong brand recognition, particularly with the Kentucky Derby, and its integrated racing, gaming, and online presence create a robust competitive moat. It is a leading diversified entertainment company with a unique blend of historical racing tradition and modern gaming operations.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 1.8B | 2.5B | 2.7B | 2.9B | 17.4% | 3.0B | 3.0B | 3.1B | 3.2% |
| EPS | 5.79 | 5.55 | 5.73 | 5.32 | -2.8% | 5.89 | 6.01 | 6.43 | 9.9% |
| Shares | 74.8M | 74.5M | 73.5M | 69.6M | -7.0% | 69.7M | — | — | — |
| Debt | 4.6B | 4.8B | 4.9B | 5.1B | 3.7% | 4.9B | — | — | — |
| Equity | 551.5M | 893.6M | 1.1B | 1.0B | 22.3% | — | — | — | — |
| Op CF | 536.8M | 605.8M | 772.7M | 769.8M | 12.8% | 794.8M | — | — | — |
| Inv CF | -3.1B | -718.0M | -545.2M | -471.5M | — | — | — | — | — |
| Fin CF | 2.4B | 129.3M | -196.6M | -262.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of CHDN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CHDN | Churchill Downs Incorporated(you) | $6.3B | 31 | Sell |
| DKNG | DraftKings Inc. | $12.5B | 15 | Strong Sell |
| RSI | Rush Street Interactive, Inc. | $6.5B | 64 | Hold |
| LNW.AX | Light & Wonder, Inc. | $7.0B | 63 | Hold |
| FLUT | Flutter Entertainment plc | $17.7B | 9 | Strong Sell |
| INSE | Inspired Entertainment, Inc. | $158M | 18 | Strong Sell |
| ACEL | Accel Entertainment, Inc. | $964M | 89 | Strong Buy |
| MRDN | Meridian Holdings Inc. | $176M | 55 | Hold |
| ROLR | High Roller Technologies, Inc. | $66M | 21 | Sell |
| ANDG | Andersen Group Inc. | $6.3B | 37 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%