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15 handpicked stocks

Flutter's FanDuel Full House

This collection features carefully selected stocks across the online gambling ecosystem, handpicked by professional analysts. As Flutter completes its FanDuel acquisition, these companies are positioned to benefit from the booming US sports betting market that's reshaping how Americans engage with sports and entertainment.

Author avatar

Han Tan | Market Analyst

Published on July 14

Your Basket's Financial Footprint

Interpretation of the basket's market capitalisation and investor takeaways.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and more stable performance, tracking broader market trends.
  • Suited as a core holding for diversified portfolios; not ideal for speculative, high‑risk allocation.
  • Expect steady, long‑term appreciation rather than rapid, short‑term gains; growth is more measured.
Total Market Cap
  • FLUT: $44.02B

  • DKNG: $16.69B

  • MGM: $8.96B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Flutter's complete acquisition of FanDuel signals a major turning point in the US online gambling market. We've assembled a diverse group of companies across the entire sports betting value chain, from direct operators to technology providers and marketing firms, all positioned to capitalize on this high-growth industry as it matures.

2

What You Need to Know

This collection offers broad exposure to the online betting ecosystem during a period of consolidation and expansion. These companies are riding strong growth tailwinds as more states legalize online gambling and operators invest heavily to acquire customers and secure market share in this competitive landscape.

3

Why These Stocks

We've selected key players directly involved in the Flutter-FanDuel deal, their primary competitors, and essential ancillary businesses that support the industry. This balanced approach gives you exposure to market leaders while also including specialized technology providers and marketing companies benefiting from increased industry spending.

Why You'll Want to Watch These Stocks

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The Betting Boom Is Just Beginning

As more states legalize online gambling and sports betting, these companies are positioned at the starting line of a massive market expansion. With only about half of U.S. states currently allowing online sports betting, there's enormous growth runway ahead.

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Consolidation Creates Winners

Flutter's move to take full ownership of FanDuel signals a new phase of industry maturation where the strongest players are consolidating power. This creates opportunities not just for market leaders but for the entire ecosystem of suppliers and partners.

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Following The Smart Money

When a major industry player invests billions to secure full ownership at a $31 billion valuation, they're signaling strong confidence in future prospects. This collection lets you align with that same strategic vision across multiple companies in the space.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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