Codere Online US Corp (CDRO)vsChurchill Downs Incorporated (CHDN)
CDRO
Codere Online US Corp
$8.18
+0.37%
CONSUMER CYCLICAL · Cap: $247.83M
CHDN
Churchill Downs Incorporated
$87.20
+1.34%
CONSUMER CYCLICAL · Cap: $6.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Churchill Downs Incorporated generates 1358% more annual revenue ($2.93B vs $200.70M). CHDN leads profitability with a 13.1% profit margin vs 1.9%. CHDN trades at a lower P/E of 16.3x. CHDN earns a higher WallStSmart Score of 55/100 (C-).
CDRO
Avoid34
out of 100
Grade: F
CHDN
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1206.6%
Fair Value
$0.61
Current Price
$8.18
$7.57 premium
Margin of Safety
-163.5%
Fair Value
$35.97
Current Price
$87.20
$51.23 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Every $100 of equity generates 36 in profit
Attractively priced relative to earnings
Areas to Watch
Trading at 15.4x book value
0.0% earnings growth
Smaller company, higher risk/reward
1.9% margin — thin
Expensive relative to growth rate
Earnings declined 25.2%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CDRO
Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : CHDN
The strongest argument for CHDN centers on Return on Equity, P/E Ratio.
Bear Case : CDRO
The primary concerns for CDRO are Price/Book, EPS Growth, Market Cap. A P/E of 60.3x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : CHDN
The primary concerns for CHDN are PEG Ratio, EPS Growth, Altman Z-Score. Debt-to-equity of 4.93 is elevated, increasing financial risk.
Key Dynamics to Monitor
CHDN carries more volatility with a beta of 0.66 — expect wider price swings.
CDRO is growing revenue faster at 13.3% — sustainability is the question.
CHDN generates stronger free cash flow (16M), providing more financial flexibility.
Monitor GAMBLING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CHDN scores higher overall (55/100 vs 34/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Codere Online US Corp
CONSUMER CYCLICAL · GAMBLING · USA
Codere Online Luxembourg, SA, operator of online games and sports betting in Latin America. The company is headquartered in Luxembourg.
Churchill Downs Incorporated
CONSUMER CYCLICAL · GAMBLING · USA
Churchill Downs Incorporated is a gaming, online betting and racing entertainment company in the United States. The company is headquartered in Louisville, Kentucky.
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