COMPARE · Data as of August 24, 2026
DKNG vs EXPE
Verdict: Side-by-side breakdown using the Bull Rankings model. DKNG scored 47.8, EXPE scored 67.9 — EXPE leads.
Compare another set
DKNG
DraftKings Inc.
47.8
$25.97 · $12.9B
fundamentals as of
Score gap
20.1
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
- Fastest growthDKNG+15.0%
- Strongest balance sheetEXPE2.30
- Highest qualityEXPE85 / 100
- Largest discount to fair valueEXPE-44%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
DKNG
stronger →← stronger
EXPE
26
Qualityreturns · margins · balance sheet
85
50
Growthrevenue & earnings expansion
50
85
Valuevaluation vs sector peers
74
DKNG and EXPE split the three pillars evenly.
Fundamentals, head-to-head
DKNG
EXPE
$651mC+
FCF
$4.5bB
+15.0%B+
Rev
+12.0%B
3.36C
D/E
2.30C
2.1xC+
P/S
—
0.11A
PEG
1.00B+
—
P/E
20.2xB
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
DKNG
EXPE
27% above
Price vs fair valuelower is cheaper
44% below
~22%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-4%/yr
-40%
1-yr DCF upside
+52%
-22%
5-yr DCF upside
+78%
+13%
10-yr DCF upside
+124%
These two disagree on this pair: the Value pillar ranks cheapness against sector peers, while price-vs-fair-value is an absolute read. A name can be the better value in its sector and still the dearer one on cash flows.
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
DKNG
Why this score
- Diluting shareholders
- Cyclical growth
EXPE
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
DKNGDraftKings Inc.
Why now
Gambling · market cap $12.9b. Down 47% from 52-week high of $48.78 — deep drawdown territory. Revenue growing +15%, comfortably above the S&P median. PEG 0.11 — paying under fair value for the growth rate. 35 sell-side analysts rate this a Buy with a mean 1-yr target of $34.98 (implying +35% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
D/E 3.36 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Currently unprofitable (margin -2.7%) — path to GAAP profitability is the core thesis risk. Down 47% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
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 DKNG and EXPE diverge
On the headline score the gap is 20.1 points in favor of EXPE. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityDKNG 25.8 · EXPE 84.7EXPE +58.9
- ValueDKNG 85.0 · EXPE 74.0DKNG +11.0
- GrowthDKNG 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.