The theme: Online sportsbooks, casino operators and the data and technology suppliers they rent their odds and feeds from. A regulatory story as much as a consumer one: each newly legalised state is a step-change in addressable market rather than incremental growth.
How this ranking works
Standard classifications describe what a company files as, not what it's a bet on. This is a curated list of the Sports Betting & Gaming names in our US universe: the pure-plays, plus the larger companies for which Sports Betting & Gaming is a real, reported driver rather than a passing mention. Each carries the same 0–100 quality-growth score used everywhere on the site (how it's built), and re-scores every trading day.
The 11 members report under 4 different industries, which is exactly why no standard sector view groups them:
Resorts & Casinos5
Gambling4
Internet Content & Information1
Software - Application1
What kind of businesses these are
Average pillar scores across the 11 scored members, against every stock the model scores:
Pillar
Sports Betting & Gaming
Market
Read
Quality
53.6
56.5
2.9 below
Growth
53.3
58.8
5.5 below
Value
58.0
44.8
13.2 above
Pillars run 0–100 against sector peers. A low Value reading means the group is expensive relative to what it earns, not that the businesses are weak — for an early-stage theme that is the normal shape.
Scores across the group run from SRAD at 71.9 down to GENI at 37.7, with a median of 50.2. A theme is a thesis, not a quality filter — membership says a company is exposed to Sports Betting & Gaming, and the score says what the model makes of the business.
Where analysts are moving on Sports Betting & Gaming
Across the 11 Sports Betting & Gaming names with a reading, the median forward earnings estimate is being cut — -5.2% over 90 days, behind the market (+0.3%). 1 of 11 are being revised up, 7 down.
Forward earnings estimates implied by price ÷ forward P/E, both captured at the same moment each trading day since June 2026, so a moving share price does not move these figures — only a changed forecast does. Estimate direction is not part of the Bull Rankings score. Biggest movers across the market →
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.