Online betting
Sports betting and online casino apps, and the technology and data behind them.
As more US states and other countries legalize online sports betting and casino games, wagering is moving onto phones. This theme covers the betting apps and the data and technology suppliers behind them.
Companies
21
Core
12
With a moat
43%
Average quality
36
1 wide moat · 8 narrow moat · 12 no moat · Open in screener →
Core The theme describes the company's main business. Partial A meaningful part of the business, but not the main one.
Companies
| Company | Exposure | Industry | Moat | Quality | Market cap |
|---|---|---|---|---|---|
| DKNG DraftKings Inc. | Core | Casinos & Gaming | Narrow | 36 | $17.6B |
| FLUT Flutter Entertainment plc | Core | Casinos & Gaming | Narrow | 39 | $13.4B |
| SGHC Super Group (SGHC) Ltd | Core | Casinos & Gaming | Narrow | 59 | $6.5B |
| SRAD Sportradar Group AG | Core | Travel & Leisure | Narrow | 63 | $4.2B |
| RSI Rush Street Interactive, Inc. | Core | Casinos & Gaming | None | 43 | $4.2B |
| GENI Genius Sports Ltd | Core | Casinos & Gaming | Narrow | 37 | $1.6B |
| CDRO Codere Online Luxembourg, S.A. | Core | Casinos & Gaming | None | 32 | $401M |
| MRDN Meridian Holdings Inc./NV | Core | Internet & Interactive Media | None | 32 | $142M |
| BRAG Bragg Gaming Group Inc. | Core | Casinos & Gaming | None | 33 | $70M |
| ROLR High Roller Technologies, Inc. | Core | Casinos & Gaming | None | 16 | $58M |
| GRSD GRANDSTAND Ltd | Core | Casinos & Gaming | None | 31 | $48M |
| SEGG Sports Entertainment Gaming Global Corp | Core | Casinos & Gaming | None | 12 | $5M |
| LAWIL Light & Wonder, Inc. | Partial | Casinos & Gaming | Narrow | 49 | $7.1B |
| CZR Caesars Entertainment, Inc. | Partial | Casinos & Gaming | None | 25 | $5.9B |
| CHDN Churchill Downs Inc | Partial | Casinos & Gaming | Wide | 62 | $5.7B |
| BYD BOYD GAMING CORP | Partial | Casinos & Gaming | Narrow | 54 | $5.2B |
| PENN PENN Entertainment, Inc. | Partial | Casinos & Gaming | None | 13 | $2.0B |
| DDI DoubleDown Interactive Co., Ltd. | Partial | Entertainment, Streaming & Games | None | 49 | $687M |
| BALY Bally's Corp | Partial | Casinos & Gaming | None | 9 | $682M |
| INSE Inspired Entertainment, Inc. | Partial | Casinos & Gaming | Narrow | 49 | $84M |
| AAPI Apple iSports Group, Inc. | Partial | Travel & Leisure | None | 7 | $42M |
21 companies.
Price versus fair value for every company is in the screener.