Churchill Downs Incorporated (CHDN) Stock

Churchill Downs Incorporated (CHDN) is a Communication Services stock trading at $93.14 (as of 2026-08-20), with a market capitalization of $6.49B and a trailing P/E of 14.6. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Churchill Downs Incorporated operates as a racing, online wagering, and gaming entertainment company in the United States. It operates through three segments: Live and Historical Racing, TwinSpires, and Gaming. As of December 31, 2021, the company owned and operated three pari-mutuel gaming entertainment venues with approximately 3,050 historical racing machines (HRMs) in Kentucky; TwinSpires, an online wagering platform for horse racing, sports, and iGaming; nine retail sportsbooks; and casino gaming in eight states with approximately 11,000 slot machines and video lottery terminals, and 200 table games. It also offers streaming video of live horse races, replays, and an assortment of racing and handicapping information; and provides the Bloodstock Research Information Services platform for horse racing statistical data. In addition, the company manufactures and operates pari-mutuel wagering systems for racetracks, off-track betting facilities, and other pari-mutuel wagering businesses. Churchill Downs Incorporated was founded in 1875 and is headquartered in Louisville, Kentucky.

Understand Churchill Downs Incorporated: how it makes money

Churchill Downs operates U.S. horse racing and gaming entertainment, including live and historical racing, TwinSpires online wagering, and casino-style gaming and retail sportsbooks, and it makes money through net revenue from these racing, wagering, and gaming operations.

Segment net revenue generated across its Live and Historical Racing operations, TwinSpires online wagering, and Gaming operations, translates into segment Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization that investors track (especially the Live and Historical Racing segment).

Revenue by segment (latest quarter)
LiveRacing$0.3B
TwinSpires$0.1B
Gaming$0.3B

Business quality (Solid): The company has a clear three-segment structure (Live and Historical Racing, TwinSpires, and Gaming) with observable operating metrics at the segment level, but much of its footprint is tied to U.S. racing and gaming markets operating in specific states.

Valuation: At 16× earnings, CHDN trades 70% below the Entertainment average (53×). Note: one-time items can distort reported P/E.

Bull case

  • Three distinct operating segments: Churchill Downs reports through Live and Historical Racing, TwinSpires, and Gaming, so results are not limited to only one channel.
  • Segment operating profit focus: The company provides segment Adjusted Earnings Before Interest, Taxes, Depreciation, and Amortization, including a Live and Historical Racing figure of 0.12B and a TwinSpires figure of 0.05B.

Bear case

  • Geographic concentration in gaming operations: Its gaming footprint is across eight states, which can make results dependent on conditions in those specific markets.
  • Physical and regulated entertainment exposure: The business includes owned and operated pari-mutuel gaming entertainment venues with historical racing machines, plus retail sportsbooks and casino gaming, which can be sensitive to changes that affect gaming and wagering operations.
Valuation — source: SEC EDGAR (first-party)
Price$93.14
Market Cap$6.49B
P/E Ratio14.6
EV / EBITDA11.3
Price / Book4.84
Price / Sales2.17
DCF Value (model)$38.13
DCF Upside vs Price-59.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$2.93B
Net Margin13.1%
Revenue Growth (YoY)7.0%
Financial Health — source: SEC EDGAR
Altman Z-Score1.44 (distress)
Valuation vs Sector & Industry
Stock P/E14.6
Sector P/E (Communication Services)24.4
Industry P/E (Entertainment)39.5
vs Sector-40.2%
vs Industry-63.1%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($686.82M)
Institutional Holders Tracked10
Congressional Trades (recent)10
Company
SectorCommunication Services
IndustryEntertainment
CEOWilliam C. Carstanjen
Employees6,480
CountryUS
IPO Date1993-03-29

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CHDN earnings history · CHDN institutional & insider holders · CHDN KPIs & operating metrics · CHDN financials · CHDN investor presentations & press releases · CHDN SEC filings · CHDN peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.