Codere Online US Corp (CDRO)vsChurchill Downs Incorporated (CHDN)
CDRO
Codere Online US Corp
$9.62
-0.31%
CONSUMER CYCLICAL · Cap: $439.69M
CHDN
Churchill Downs Incorporated
$86.92
+0.88%
CONSUMER CYCLICAL · Cap: $6.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Churchill Downs Incorporated generates 1300% more annual revenue ($2.95B vs $210.41M). CHDN leads profitability with a 13.2% profit margin vs 0.6%. CHDN trades at a lower P/E of 16.0x. CHDN earns a higher WallStSmart Score of 61/100 (C+).
CDRO
Avoid29
out of 100
Grade: F
CHDN
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDRO.
Margin of Safety
+71.6%
Fair Value
$333.65
Current Price
$86.92
$246.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Every $100 of equity generates 35 in profit
Attractively priced relative to earnings
Strong operational efficiency at 21.7%
Areas to Watch
Trading at 13.2x book value
Smaller company, higher risk/reward
0.6% margin — thin
Operating margin of 2.6%
Expensive relative to growth rate
3.1% revenue growth
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CDRO
The strongest argument for CDRO centers on Debt/Equity.
Bull Case : CHDN
The strongest argument for CHDN centers on Return on Equity, P/E Ratio, Operating Margin.
Bear Case : CDRO
The primary concerns for CDRO are Price/Book, Market Cap, Profit Margin. A P/E of 322.3x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
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.
Key Dynamics to Monitor
CHDN carries more volatility with a beta of 0.68 — expect wider price swings.
CDRO is growing revenue faster at 6.6% — sustainability is the question.
CHDN generates stronger free cash flow (236M), providing more financial flexibility.
Monitor GAMBLING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CHDN scores higher overall (61/100 vs 29/100). 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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