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DKNG DraftKings Inc. - Fundamental Analysis

BEARISH
DKNG Stock | Fundamental Analysis & Investment Insights
NASDAQ Consumer Cyclical Gambling
Current Price
$35.66
Analyst Target
$44.47
+24.7% Upside
52W High
$53.61
52W Low
$26.23

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Confidence Score
78%
Analysis Accuracy
The Advanced Deterministic Scorecard reveals a deeply concerning financial profile for DraftKings Inc. (DKNG), with a Piotroski F-Score of just 2/9 indicating very weak fundamental health and an Altman Z-Score that, while technically above 3.0, appears inflated due to negative equity and non-standard capital structure, undermining its reliability. Despite a bullish analyst consensus and strong recent revenue growth, the company continues to report significant operating losses, negative ROE and ROA, high leverage, and deteriorating earnings trends. Insider selling, rich valuation multiples relative to unprofitable status, and weakening profitability further compound risks, suggesting the current price reflects overly optimistic assumptions not supported by fundamentals.

Key Strengths

Gross margin of 44.02% indicates strong core pricing power and cost control at the product level
Revenue growth of 4.4% YoY in a competitive gambling sector shows resilience and market share retention
Analyst recommendation is 'buy' with a high target price of $44.47, implying ~25% upside
Recent quarters show volatility but some positive earnings surprises, including +746.9% in Q2 2024
3-year price performance of +222.7% reflects strong investor sentiment and sector tailwinds

Key Risks

Piotroski F-Score of 2/9 signals severe financial distress and poor earnings quality
Operating margin of -23.77% and ROE of -29.59% reflect persistent unprofitability and inefficient capital use
Debt/Equity ratio of 2.60 indicates aggressive leverage, increasing default risk in downturns
Insider selling activity ($2.03M in last 6 months) suggests lack of confidence from executives
Earnings growth is sharply negative YoY (-52.9%) and Q/Q (-186.7%), indicating accelerating deterioration

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