WallStSmart

Churchill Downs Incorporated (CHDN)vsGambling.com Group Ltd (GAMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Churchill Downs Incorporated generates 1683% more annual revenue ($2.95B vs $165.25M). CHDN leads profitability with a 13.2% profit margin vs -27.4%. CHDN earns a higher WallStSmart Score of 61/100 (C+).

CHDN

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 7.5Value: 7.3Quality: 3.5
Piotroski: 4/9Altman Z: 1.00

GAMB

Hold

44

out of 100

Grade: D

Growth: 7.3Profit: 4.0Value: 5.0Quality: 4.0
Piotroski: 3/9Altman Z: 1.47
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CHDNUndervalued (+71.6%)

Margin of Safety

+71.6%

Fair Value

$333.65

Current Price

$86.92

$246.73 discount

UndervaluedFair: $333.65Overvalued

Intrinsic value data unavailable for GAMB.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CHDN3 strengths · Avg: 8.7/10
Return on EquityProfitability
35.2%10/10

Every $100 of equity generates 35 in profit

P/E RatioValuation
16.0x8/10

Attractively priced relative to earnings

Operating MarginProfitability
21.7%8/10

Strong operational efficiency at 21.7%

GAMB2 strengths · Avg: 10.0/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

EPS GrowthGrowth
63.2%10/10

Earnings expanding 63.2% YoY

Areas to Watch

CHDN4 concerns · Avg: 2.8/10
PEG RatioValuation
1.694/10

Expensive relative to growth rate

Revenue GrowthGrowth
3.1%4/10

3.1% revenue growth

Altman Z-ScoreHealth
1.002/10

Distress zone — elevated risk

Debt/EquityHealth
4.501/10

Elevated debt levels

GAMB4 concerns · Avg: 2.8/10
Market CapQuality
$83.53M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.133/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-33.9%2/10

ROE of -33.9% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : CHDN

The strongest argument for CHDN centers on Return on Equity, P/E Ratio, Operating Margin.

Bull Case : GAMB

The strongest argument for GAMB centers on Price/Book, EPS Growth.

Bear Case : CHDN

The primary concerns for CHDN are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 4.50 is elevated, increasing financial risk.

Bear Case : GAMB

The primary concerns for GAMB are Market Cap, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

CHDN profiles as a value stock while GAMB is a turnaround play — different risk/reward profiles.

GAMB carries more volatility with a beta of 0.69 — expect wider price swings.

CHDN is growing revenue faster at 3.1% — sustainability is the question.

CHDN generates stronger free cash flow (236M), providing more financial flexibility.

Bottom Line

CHDN scores higher overall (61/100 vs 44/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

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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Gambling.com Group Ltd

CONSUMER CYCLICAL · GAMBLING · USA

Gambling.com Group Ltd (GAMB) is a leading online marketing company specializing in the regulated gambling and gaming industries, leveraging a multifaceted portfolio of digital assets to enhance operator visibility and user engagement. Utilizing cutting-edge technology and data analytics, the company excels in customer acquisition and monetization, establishing itself as a pioneer in effective lead generation. With robust strategic partnerships and extensive industry expertise, Gambling.com is well-positioned to take advantage of the rapidly expanding online gaming market, while its commitment to compliance and responsible gambling practices ensures alignment with regulatory standards and strengthens its competitive edge.

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