1Y Target$34.67Near-term target
5Y Target$50.53Compound horizon
10Y Target$131.47Long-dated conviction
FCF$569mTTM · 03/26C+FCF $569m — respectable but not differentiating · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+16.8%TTM YoYB+Revenue +16.8% — above sector median, healthy trajectory
D/E3.17DD/E 3.17 — very high leverage
P/S2.0xA-P/S 2.0x — cheap for any tech/growth name
PEG0.09APEG 0.09 — exceptional; paying well under fair value for growth
Why now
Gambling · market cap $12.5b. Down 49% from 52-week high of $48.78 — deep drawdown territory. Revenue growing +17%, comfortably above the S&P median. PEG 0.09 — paying under fair value for the growth rate. 35 sell-side analysts rate this a Buy with a mean 1-yr target of $34.67 (implying +38% upside).
Moat
FCF converts 971% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 3.17 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Down 49% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. Beta 1.67 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return.
Horizon
1-3 yr $34.67 (35-analyst consensus) — catalyst-driven; binary events dominate. 5 yr $50.53 — requires the platform / technology to reach commercial scale. 10 yr $131.47 — return distribution heavily skewed.
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.