DraftKings Inc Ordinary Shares - Class A

DKNG: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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DraftKings: Misguided Predictive Competition Concerns Provide an Investment Opportunity

Dan Wasiolek

Jul 1, 2026

DraftKings' shares are down more than 40% over the past year (through June 30) on fears of predictive competition cannibalizing the company's core sportsbook business (two-thirds of total revenue). We see predictive markets offering more opportunity than risk for the company.

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DraftKings Inc Ordinary Shares - Class A

DraftKings: Misguided Predictive Competition Concerns Provide an Investment Opportunity

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