A Look At DraftKings (DKNG) Valuation As Regulatory Questions And Analyst Disagreement Grow

Simply Wall St.01-25 10:31

Recent moves around DraftKings (DKNG) have centered on mixed analyst commentary, fresh regulatory questions, and insider stock sales. All of this is hitting just as investors reassess online betting ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2606255118?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/4211000-choice2-main-header/1585186807418","is_english":true,"pubTime":"2026-01-25 10:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2606255118","market":"hk","top_or_hot":-1,"title":"A Look At DraftKings (DKNG) Valuation As Regulatory Questions And Analyst Disagreement Grow","media":"Simply Wall St.","content":"<div>\n<p>Recent moves around DraftKings (DKNG) have centered on mixed analyst commentary, fresh regulatory questions, and insider stock sales. All of this is hitting just as investors reassess online betting ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nasdaq-dkng/draftkings/news/a-look-at-draftkings-dkng-valuation-as-regulatory-questions\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At DraftKings (DKNG) Valuation As Regulatory Questions And Analyst Disagreement Grow</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At DraftKings (DKNG) Valuation As Regulatory Questions And Analyst Disagreement Grow\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-25 10:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/consumer-services/nasdaq-dkng/draftkings/news/a-look-at-draftkings-dkng-valuation-as-regulatory-questions><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Recent moves around DraftKings (DKNG) have centered on mixed analyst commentary, fresh regulatory questions, and insider stock sales. All of this is hitting just as investors reassess online betting ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/consumer-services/nasdaq-dkng/draftkings/news/a-look-at-draftkings-dkng-valuation-as-regulatory-questions\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4150","symbol_name":"赌场与赌博","start_time":0,"source_url":"https://simplywall.st/stocks/us/consumer-services/nasdaq-dkng/draftkings/news/a-look-at-draftkings-dkng-valuation-as-regulatory-questions","article_id":"2606255118","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/4211000-choice2-main-header/1585186807418"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/consumer-services/nasdaq-dkng/draftkings/news/a-look-at-draftkings-dkng-valuation-as-regulatory-questions","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606255118","pubTimestamp":1769308270,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Recent moves around DraftKings (DKNG) have centered on mixed analyst commentary, fresh regulatory questions, and insider stock sales. All of this is hitting just as investors reassess online betting exposure and near term risk across the sector.\nSee our latest analysis for DraftKings.\nThose headlines are landing against a weak tape for the stock, with a 30 day share price return of a 14.08% decline and a 1 year total shareholder return of a 27.50% loss, even though the 3 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4150":"赌场与赌博","BK4585":"ETF&股票定投概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","DKNG":"DraftKings Inc.","LU1169589451.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"A\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4588":"碎股","LU0240878834.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" (USD) INC AV","BK4565":"NFT概念","LU0240877869.USD":"SCHRODER ISF GLOBAL SMALL COMPANIES \"A\" ACC","LU1169590202.USD":"ALLSPRING (LUX)  U.S. SELECT EQUITY \"I\" (USD) ACC"},"translate_title":"随着监管问题和分析师分歧的增加，DraftKings(DKNG)估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DKNG":1.5},"content_text":"Recent moves around DraftKings (DKNG) have centered on mixed analyst commentary, fresh regulatory questions, and insider stock sales. All of this is hitting just as investors reassess online betting exposure and near term risk across the sector. See our latest analysis for DraftKings. Those headlines are landing against a weak tape for the stock, with a 30 day share price return of a 14.08% decline and a 1 year total shareholder return of a 27.50% loss, even though the 3 year total shareholder return is up 99.27%. If recent volatility in online betting has you reassessing your exposure, it could be a good moment to widen your search and check out fast growing stocks with high insider ownership. So with DraftKings shares down over the past year, recent revenue and net income growth on the books, and the stock trading below average analyst targets, is this weakness a genuine entry point, or is the market already pricing in future gains? AdvertisementMost Popular Narrative: 33.9% Undervalued DraftKings last closed at $29.97, while the most followed narrative pins fair value closer to the mid $40s, framing today’s price as a sizable discount.  Ongoing product innovation in live betting, in game personalization, and AI driven trading is increasing user engagement and dynamic pricing opportunities, which should boost average revenue per user (ARPU) and improve long term earnings potential.  Read the complete narrative. Curious what kind of revenue ramp, margin lift, and future earnings multiple are baked into that fair value line? The full narrative lays out a detailed playbook, including how fast profitability might build and what sort of premium investors could be willing to pay if those numbers arrive on time. Result: Fair Value of $45.34 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, you still need to weigh the risk that tighter regulation on prediction markets and higher state gaming taxes could squeeze margins and blunt those optimistic earnings assumptions. Find out about the key risks to this DraftKings narrative. Another View: Market Ratios Send A Different Signal While the SWS narrative and analyst work point to DraftKings trading at a discount to fair value, the market is telling a more cautious story. On a P/S of 2.7x, the stock sits above the US Hospitality average of 1.6x and a peer average of 1.9x, even though the fair ratio sits higher at 3.1x. That mix of “cheap vs fair value” and “rich vs peers” leaves you asking which reference point should carry more weight. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:DKNG P/S Ratio as at Jan 2026 Build Your Own DraftKings Narrative If you see the numbers differently or prefer to test your own assumptions, you can build a custom view in just a few minutes, starting with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding DraftKings. Looking for more investment ideas? If DraftKings is on your radar, do not stop there. Broadening your watchlist with other focused ideas can help you spot opportunities you might otherwise miss.  Zero in on potential value gaps by checking out these 873 undervalued stocks based on cash flows that may be priced below what their cash flows suggest. Consider the push into automation and machine learning with these 24 AI penny stocks positioned at the intersection of software, data, and real world use cases. Explore the intersection of finance and technology through these 18 cryptocurrency and blockchain stocks that are building around digital assets and blockchain infrastructure.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"policyRegulatory","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2606255118","isCrawlerRequest":true}