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DKNG Stock Analysis - DraftKings Inc. AI Rating

DKNG Nasdaq Services-Miscellaneous Amusement & Recreation NV CIK: 0001883685
Recently Updated • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
HOLD
62% Conf
Pending
Analysis scheduled

📊 DKNG Key Takeaways

Revenue: $6.1B
Net Margin: 0.1%
Free Cash Flow: $647.5M
Current Ratio: 1.03x
Debt/Equity: 2.95x
EPS: $-0.01
AI Rating: HOLD with 62% confidence

Investment Thesis

Claude

DraftKings demonstrates solid operational cash generation (FCF of $647.5M, 10.7% margin) and improved net income profitability despite flat revenue growth. However, persistent operating losses, high leverage (2.95x debt/equity), and weak return metrics (0.6% ROE) signal operational challenges that offset strong cash flow generation.

DKNG Strengths

Claude
  • + Strong free cash flow generation of $647.5M with 10.7% FCF margin demonstrates underlying cash generation capability
  • + Dramatic improvement in net income profitability (net margin of 0.1% vs negative prior year) and 100.7% YoY net income growth
  • + Solid liquidity position with $1.1B cash and 1.03x current ratio providing operational flexibility

DKNG Risks

Claude
  • ! Persistent operating losses (-$15.8M, -0.3% operating margin) indicate core business struggles despite revenue stability
  • ! Elevated leverage of 2.95x debt/equity with $1.9B long-term debt and poor interest coverage (-24.4x) creates refinancing vulnerability
  • ! Extremely weak returns on equity (0.6%) and assets (0.1%) signal capital inefficiency and operational underperformance relative to asset base

Key Metrics to Watch

Claude
  • * Operating income trend and path to positive operating margins
  • * Debt reduction progress and debt/equity ratio improvement toward healthier levels
  • * Revenue growth acceleration given current flat YoY growth and competitive market dynamics

DKNG Financial Metrics

Revenue
$6.1B
Net Income
$3.7M
EPS (Diluted)
$-0.01
Free Cash Flow
$647.5M
Total Assets
$4.5B
Cash Position
$1.1B

💡 AI Analyst Insight

DraftKings Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

DKNG Profitability Ratios

Gross Margin N/A
Operating Margin -0.3%
Net Margin 0.1%
ROE 0.6%
ROA 0.1%
FCF Margin 10.7%

DKNG vs Default Sector

How DraftKings Inc. compares to Default sector averages

Net Margin
DKNG 0.1%
vs
Sector Avg 12.0%
DKNG Sector
ROE
DKNG 0.6%
vs
Sector Avg 15.0%
DKNG Sector
Current Ratio
DKNG 1.0x
vs
Sector Avg 1.8x
DKNG Sector
Debt/Equity
DKNG 2.9x
vs
Sector Avg 0.7x
DKNG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

DKNG Balance Sheet & Liquidity

Current Ratio
1.03x
Quick Ratio
1.03x
Debt/Equity
2.95x
Debt/Assets
86.1%
Interest Coverage
-24.37x
Long-term Debt
$1.9B

DKNG 5-Year Financial Trend

DKNG 5-year financial data: Year 2024: Revenue $4.8B, Net Income -$1.4B, EPS $-3.16. Year 2025: Revenue $6.1B, Net Income -$802.1M, EPS $-1.73.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: DraftKings Inc.'s revenue has grown significantly by 27% over the 5-year period, indicating strong business expansion. The most recent EPS of $-1.73 indicates the company is currently unprofitable.

DKNG Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
10.7%
Free cash flow / Revenue

DKNG Quarterly Performance

Quarterly financial performance data for DraftKings Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.1B -$33.9M $-0.27
Q2 2025 $1.1B -$33.9M $0.10
Q1 2025 $1.2B -$33.9M $-0.07

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

DKNG Capital Allocation

Operating Cash Flow
$662.9M
Cash generated from operations
Stock Buybacks
$571.5M
Shares repurchased (TTM)
Capital Expenditures
$15.4M
Investment in assets
Dividends
None
No dividend program

DKNG SEC Filings

Access official SEC EDGAR filings for DraftKings Inc. (CIK: 0001883685)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 4 xslF345X05/wk-form4_1773698785.xml View →
Mar 12, 2026 4 xslF345X05/wk-form4_1773354941.xml View →
Mar 10, 2026 4 xslF345X05/wk-form4_1773179031.xml View →
Mar 4, 2026 4 xslF345X05/tm268055-1_4seq1.xml View →
Mar 3, 2026 4 xslF345X05/wk-form4_1772584768.xml View →

Frequently Asked Questions about DKNG

What is the AI rating for DKNG?

DraftKings Inc. (DKNG) has an AI rating of HOLD with 62% confidence, based on fundamental analysis of SEC EDGAR filings.

What are DKNG's key strengths?

Claude: Strong free cash flow generation of $647.5M with 10.7% FCF margin demonstrates underlying cash generation capability. Dramatic improvement in net income profitability (net margin of 0.1% vs negative prior year) and 100.7% YoY net income growth.

What are the risks of investing in DKNG?

Claude: Persistent operating losses (-$15.8M, -0.3% operating margin) indicate core business struggles despite revenue stability. Elevated leverage of 2.95x debt/equity with $1.9B long-term debt and poor interest coverage (-24.4x) creates refinancing vulnerability.

What is DKNG's revenue and growth?

DraftKings Inc. reported revenue of $6.1B.

Does DKNG pay dividends?

DraftKings Inc. does not currently pay dividends.

Where can I find DKNG SEC filings?

Official SEC filings for DraftKings Inc. (CIK: 0001883685) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is DKNG's EPS?

DraftKings Inc. has a diluted EPS of $-0.01.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 23, 2026 | Data as of: 2025-12-31 | Powered by Claude AI