COMPARE · Data as of August 24, 2026
CHDN vs EXPE
Verdict: Side-by-side breakdown using the Bull Rankings model. CHDN scored 51.6, EXPE scored 67.9 — EXPE leads.
Compare another set
CHDN
Churchill Downs Incorporated
51.6
$90.71 · $6.3B
fundamentals as of
Score gap
16.3
EXPE leads
EXPE
Expedia Group, Inc.
67.9
$339.13 · $40.7B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestCHDN15.4x
- Fastest growthEXPE+12.0%
- Strongest balance sheetEXPE2.30
- Highest qualityEXPE85 / 100
- Largest discount to fair valueEXPE-44%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CHDN
stronger →← stronger
EXPE
63
Qualityreturns · margins · balance sheet
85
50
Growthrevenue & earnings expansion
50
44
Valuevaluation vs sector peers
74
EXPE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CHDN
EXPE
$95mC-
FCF
$4.5bB
+5.7%C+
Rev
+12.0%B
3.49C
D/E
2.30C
15.4xB+
P/E
20.2xB
1.69C+
PEG
1.00B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CHDN
EXPE
208% above
Price vs fair valuelower is cheaper
44% below
~33%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-69%
1-yr DCF upside
+52%
-68%
5-yr DCF upside
+78%
-65%
10-yr DCF upside
+124%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CHDN
Why this score
- Raising its dividend
- Cyclical growth
EXPE
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
CHDNChurchill Downs Incorporated
Why now
Gambling · market cap $6.3b. Down 23% from 52-week high of $118.35 — deep drawdown territory. 11 sell-side analysts publish a mean 1-yr target of $131.64 (implying +45% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
D/E 3.49 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
EXPEExpedia Group, Inc.
Why now
Travel Services · market cap $40.7b. Trading near 52-week high of $341.09 — momentum setup, limited technical margin of safety. Revenue growing +12%, comfortably above the S&P median. 35 sell-side analysts rate this a Buy with a mean 1-yr target of $336.23 (implying -1% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.30 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where CHDN and EXPE diverge
On the headline score the gap is 16.3 points in favor of EXPE. The widest single difference is Value, where EXPE leads by 30.3 points.
- ValueCHDN 43.7 · EXPE 74.0EXPE +30.3
- QualityCHDN 62.7 · EXPE 84.7EXPE +22.0
- GrowthCHDN 50.0 · EXPE 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.