02/16/2025, 06:54 AM UTC
DraftKings:客户获取惊人,股价糟糕(评级上调)DraftKings: Incredible Customer Acquisition, Terrible Price (Rating Upgrade)
1、DraftKings在第四季度实现了显著的‘超越预期并上调’业绩,得益于新客户获取和更好的体育博彩持有率。2、公司受益于更多州合法化体育博彩、不断增长的iGaming业务和规模经济。3、尽管前景积极,但DraftKings的股价已经达到28倍的前瞻性调整EBITDA,并且被定价为完美。1. DraftKings achieved a significant 'beat and raise' in Q4, driven by new customer acquisition and better sportsbook hold percentages. 2. The company benefits from additional states legalizing sports gambling, a growing iGaming business, and economies of scale. 3. Despite the positive outlook, DraftKings is already trading at an expensive ~28x forward adjusted EBITDA and is priced for perfection.---
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