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DraftKings Inc. (DKNG) Stock Fundamental Analysis & AI Rating 2026

DKNG Nasdaq Services-Miscellaneous Amusement & Recreation NV CIK: 0001883685
Updated This Month • Analysis: Mar 23, 2026 • SEC Data: 2025-12-31
Combined AI Rating
HOLD
69% Confidence
STRONG AGREEMENT
HOLD
62% Conf
HOLD
76% Conf

📊 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
DraftKings Inc. (DKNG) receives a HOLD rating with 69% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $6.1B, net profit margin of 0.1%, and return on equity (ROE) of 0.6%, DraftKings Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete DKNG stock analysis for 2026.

Is DraftKings Inc. (DKNG) a Good Investment?

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.

ChatGPT

DraftKings' fundamentals show a meaningful improvement in earnings quality, with net income turning positive and free cash flow reaching a solid 10.7% margin. However, operating profitability remains slightly negative, revenue growth appears stalled, and leverage is elevated, which limits the strength of the overall financial profile.

Why Buy DraftKings Inc. Stock? DKNG 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
  • + Solid liquidity position with $1.1B cash and 1.03x current ratio providing operational flexibility
ChatGPT
  • + Strong operating cash flow and free cash flow generation
  • + Large cash balance provides liquidity flexibility
  • + Net income improved materially and approached sustainable profitability

DKNG Stock Risks: DraftKings Inc. Investment 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
ChatGPT
  • ! Revenue growth was flat, raising questions about growth durability
  • ! High debt-to-equity and negative interest coverage indicate meaningful leverage risk
  • ! Margins remain very thin, leaving little cushion if costs rise or demand weakens

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
ChatGPT
  • * Operating margin progression toward consistently positive levels
  • * Revenue growth reacceleration alongside sustained free cash flow generation

DraftKings Inc. (DKNG) Financial Metrics & Key Ratios

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 Profit Margin, ROE & Profitability Analysis

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

DKNG vs Services Sector: How DraftKings Inc. Compares

How DraftKings Inc. compares to Services sector averages

Net Margin
DKNG 0.1%
vs
Sector Avg 10.0%
DKNG Sector
ROE
DKNG 0.6%
vs
Sector Avg 16.0%
DKNG Sector
Current Ratio
DKNG 1.0x
vs
Sector Avg 1.5x
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.

Is DraftKings Inc. Stock Overvalued? DKNG Valuation Analysis 2026

Based on fundamental analysis, DraftKings Inc. shows some fundamental concerns relative to the Services sector in 2026.

Return on Equity
0.6%
Sector avg: 16%
Net Profit Margin
0.1%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.95x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

DraftKings Inc. Balance Sheet: DKNG Debt, Cash & 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 Revenue & Earnings Growth: 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 Revenue Growth, EPS Growth & YoY Performance

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 Earnings & 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.

DraftKings Inc. Dividends, Buybacks & 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: Latest 10-K & 10-Q Analysis

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

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 4 xslF345X06/wk-form4_1775167003.xml View →
Mar 26, 2026 DEF 14A tm261526-1_def14a.htm View →
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 →

Frequently Asked Questions about DKNG

What is the AI rating for DKNG?

DraftKings Inc. (DKNG) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 69% combined 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. ChatGPT: Strong operating cash flow and free cash flow generation. Large cash balance provides liquidity flexibility.

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. ChatGPT: Revenue growth was flat, raising questions about growth durability. High debt-to-equity and negative interest coverage indicate meaningful leverage risk.

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.

Is DKNG a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, DraftKings Inc. has a HOLD rating with 69% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is DKNG stock overvalued or undervalued?

Valuation metrics for DKNG: ROE of 0.6% (sector avg: 16%), net margin of 0.1% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy DKNG stock in 2026?

Our dual AI analysis gives DraftKings Inc. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is DKNG's free cash flow?

DraftKings Inc.'s operating cash flow is $662.9M, with capital expenditures of $15.4M. FCF margin is 10.7%.

How does DKNG compare to other Services stocks?

Vs Services sector averages: Net margin 0.1% (avg: 10%), ROE 0.6% (avg: 16%), current ratio 1.03 (avg: 1.5).

Is DraftKings Inc. carrying too much debt?

DKNG has a debt-to-equity ratio of 2.95x, which is above the Services sector average of 0.7x. However, the current ratio of 1.03 suggests adequate short-term liquidity.

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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