This carefully selected group of stocks represents companies positioned to benefit from Flutter's complete takeover of FanDuel. Our professional analysts have identified competitors, technology providers, and content suppliers across the online gambling ecosystem that could see growth from this industry-changing acquisition.
Published on July 14
Flutter's FanDuel acquisition is likely just the first big move in a new wave of industry consolidation. Companies across this group could be the next targets or buyers in this rapidly evolving market.
With competition intensifying after this mega-deal, betting companies are ramping up spending on customer acquisition. Technology and marketing providers in this group stand to capture significant revenue from this spending war.
The American sports betting market is still in its early growth phases with many states yet to legalize. This collection gives you exposure to companies positioned to ride this multi-year expansion wave.
Flutter's $30 billion acquisition of FanDuel creates ripple effects across the entire online gambling industry. This major consolidation sets new valuation benchmarks and intensifies competition, likely triggering increased spending and potential M&A activity that benefits well-positioned companies throughout the ecosystem.
This collection offers exposure to the rapidly growing US sports betting and iGaming market during a pivotal consolidation phase. The stocks range from direct competitors now under pressure to scale up, potential acquisition targets, and essential B2B suppliers providing the technology and content powering the industry.
Each company in this group has been selected based on its strategic position relative to the Flutter-FanDuel deal. This includes operators competing against the new giant, technology providers benefiting from increased investment as competition heats up, and companies that might become acquisition targets.
Market capitalisation breakdown for the basket 'Flutter's Full House: The FanDuel Acquisition'. Total market cap and constituent market caps provided.
FLUT: $44.02B
DKNG: $16.69B
PENN: $2.55B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
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Here are a few of the assets in this group. Create an account to unlock the full list.
FLUTTER ENTERTAINMENT PLC
FLUT
Current Price
$100.03
As the acquiring company, Flutter Entertainment directly benefits from full ownership of FanDuel, enabling operational synergies and complete control ...
As the acquiring company, Flutter Entertainment directly benefits from full ownership of FanDuel, enabling operational synergies and complete control over the US market leader.
DRAFTKINGS INC
DKNG
Current Price
$25.37
As FanDuel's primary competitor, DraftKings is now under increased pressure to pursue strategic acquisitions or partnerships to compete with the conso...
As FanDuel's primary competitor, DraftKings is now under increased pressure to pursue strategic acquisitions or partnerships to compete with the consolidated Flutter-FanDuel entity.
PENN ENTERTAINMENT INC
PENN
Current Price
$18.55
The deal's high valuation for a digital asset like FanDuel may pressure competitors like PENN Entertainment to accelerate their own digital strategies...
The deal's high valuation for a digital asset like FanDuel may pressure competitors like PENN Entertainment to accelerate their own digital strategies and spending to keep pace.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+117.17%
On average, analysts expect assets in this group to grow 117.17% over the next year.
7 of 13 assets in this group are rated Buy by professional analysts.
