COMPARE · Data as of August 24, 2026
CHDN vs MLCO
Verdict: Side-by-side breakdown using the Bull Rankings model. CHDN scored 51.6, MLCO scored 66.2 — MLCO leads.
Compare another set
Different reporting periods. CHDN's fundamentals are as of June 2026, but MLCO's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
CHDN
Churchill Downs Incorporated
51.6
$90.71 · $6.3B
fundamentals as of
Score gap
14.6
MLCO leads
MLCO
Melco Resorts & Entertainment Limited
66.2
$5.49 · $2.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestMLCO9.3x
- Fastest growthMLCO+11.3%
- Highest qualityMLCO64 / 100
- Largest discount to fair valueMLCO-93%
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
MLCO
63
Qualityreturns · margins · balance sheet
64
50
Growthrevenue & earnings expansion
50
44
Valuevaluation vs sector peers
91
MLCO is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CHDN
MLCO
$95mC-
FCF
$809mC+
+5.7%C+
Rev
+11.3%B
3.49C
D/E
—
15.4xB+
P/E
9.3xA
1.69C+
PEG
0.59A-
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
MLCO
208% above
Price vs fair valuelower is cheaper
93% below
~33%/yr
Growth the price implies10-yr FCF · lower = less priced in
decline
-69%
1-yr DCF upside
+919%
-68%
5-yr DCF upside
+1252%
-65%
10-yr DCF upside
+1978%
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
MLCO
Why this score
- Buying back stock
- 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.
MLCOMelco Resorts & Entertainment Limited
Why now
Resorts & Casinos · market cap $2.1b. Down 46% from 52-week high of $10.15 — deep drawdown territory. Revenue growing +11%, comfortably above the S&P median. PEG 0.59 — paying under fair value for the growth rate. 13 sell-side analysts rate this a Buy with a mean 1-yr target of $7.35 (implying +34% upside).
Moat
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
Down 46% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Net margin 3.6% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE -15% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
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 MLCO diverge
On the headline score the gap is 14.6 points in favor of MLCO. The widest single difference is Value, where MLCO leads by 46.9 points.
- ValueCHDN 43.7 · MLCO 90.6MLCO +46.9
- QualityCHDN 62.7 · MLCO 64.0level
- GrowthCHDN 50.0 · MLCO 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.