Back to top

Image: Shutterstock

NFL Kicks Off: Time to Bet on DraftKings?

Read MoreHide Full Article

 

DraftKings Company Overview

 

Zacks Rank #3 (Hold) stock DraftKings ((DKNG - Free Report) ) is an internet-based betting app that allows users to bet on sports in regions where it is permitted. DraftKings also offers a fantasy sports segment where users can assemble teams of real players and earn points based on how those players perform in actual games. On DraftKings you can bet on anything from obscure sports like cycling and cricket to mainstream sports like football and basketball.  

 

FanDuel and DraftKings are Sports Betting Leaders

 

DraftKings is the third-largest sports book in the United States behind Flutter Entertainment ((FLUT - Free Report) ), which owns the popular FanDuel platform and MGM Resorts ((MGM - Free Report) ). Though DraftKings is smaller than FLUT and MGM, its revenue is growing the fastest, and its results are consistent. Flutter has seen low double-digit revenue growth with mixed EPS results, while MGM has not been able to reach double-digit revenue growth for the past few quarters. Conversely, DKNG has produced juicy mid-to-high double-digit revenue growth for several years.

Zacks Investment Research
Image Source: Zacks Investment Research

 

DraftKings to Swing to Profit

 

Wall Street analysts tracked by Zacks Investment Research anticipate a landmark 2025 for DraftKings. Zacks Consensus Estimates suggest that DKNG will swing from an annual loss of $0.31 to a profit of $0.31.

Zacks Investment Research
Image Source: Zacks Investment Research

Over the next few years, DraftKings should benefit from two driving forces:

1.       A Growing Betting Market: According to Statista online sports betting revenue will reach $45.18 billion in 2024 and grow to ~$65 billion by 2029.

2.       Legalization: DKNG’s total addressable market should increase over the next 3-5 years as states legalize sports betting. Sports betting is illegal in roughly half U.S. states. However, as budget deficits continue to balloon, more states will likely to turn to sports betting as a much-needed tax revenue source.

 

New Live Betting Features Will Help DraftKings Catch FanDuel

 

FanDuel has acquired more customers than DraftKings due to its unique suite of betting options such as  live betting (betting in the middle of games). CEO Jason Robbins addressed this at a recent Bank of America ((BAC - Free Report) ) gaming conference saying that the company is unveiling an improved interface for live betting on the NFL. Meanwhile, DraftKings is growing its business through M&A as well. The company recently purchased Simplebet, a provider that will allow DraftKings to offer more “micro-bets.”

 

DraftKings Breakout

 

As buzz about the football season increases, DKNG shares want to break out of a long channel within an existing uptrend.

Zacks Investment Research
Image Source: Zacks Investment Research

Conclusion

DraftKings is a leading internet-based sports betting and fantasy platform that should benefit from sports betting legalization, rapid revenue growth, and new features.

Published in