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14 handpicked stocks

Flutter's Full House: The FanDuel Acquisition

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.

Author avatar

Han Tan | Market Analyst

Published on July 14

Your Basket's Financial Footprint

Market capitalisation breakdown for the basket 'Flutter's Full House: The FanDuel Acquisition'. Total market cap and constituent market caps provided.

Key Takeaways for Investors:
  • Large-cap dominance suggests generally lower volatility and more predictable returns, resembling broad-market behaviour.
  • Treat as a core portfolio holding for diversified exposure, not as a short-term speculative trade.
  • Expect steady, long-term value growth rather than explosive short-term gains; returns are likely gradual.
Total Market Cap
  • FLUT: $44.02B

  • DKNG: $16.69B

  • PENN: $2.55B

  • Other

About This Group of Stocks

1

Our Expert Thinking

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.

2

What You Need to Know

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.

3

Why These Stocks

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.

Why You'll Want to Watch These Stocks

🎲

The Consolidation Game Has Just Begun

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.

💰

Marketing Budgets Are About to Explode

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 US Market Is Just Taking Off

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.

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

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