Stacking Up RSI Against Its Peers – Is It Still a Buy?
Here is how Rush Street Interactive (RSI) stacks up against its peers in size, valuation, growth and margin.
- RSI’s operating margin of 5.6% is modest, but lower than most peers – trailing CHDN (24.9%).
- RSI’s revenue growth of 27.0% in the last 12 months is strong, outpacing FLL, MCRI, CHDN, BYD, FLUT.
- RSI gained 106.3% in the past year and trades at a PE of 73.5, outperforming its peers.
As a quick background, Rush Street Interactive provides real-money online casino, sports betting, social gaming services, and a full suite of games including bricks-and-mortar casinos, table games, and slot machines in the US and Latin America.
| RSI | FLL | MCRI | CHDN | BYD | FLUT | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 1.9 | 0.1 | 1.9 | 7.3 | 7.1 | 51.9 |
| Revenue ($ Bil) | 1.0 | 0.3 | 0.5 | 2.8 | 4.0 | 14.9 |
| PE Ratio | 73.5 | -3.2 | 23.6 | 17.1 | 12.9 | 141.1 |
| LTM Revenue Growth | 27.0% | 8.2% | 4.6% | 8.2% | 6.1% | 15.6% |
| LTM Operating Margin | 5.6% | 0.0% | 18.6% | 24.9% | 23.7% | 6.6% |
| LTM FCF Margin | 7.9% | -6.2% | 19.5% | 12.9% | 12.2% | 5.6% |
| 12M Market Return | 106.3% | -28.4% | 37.7% | -24.6% | 44.3% | 43.8% |
Why does this matter? RSI just went up 33.2% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell RSI Stock to see if Rush Street Interactive holds up as a quality investment. Furthermore, there is always a risk of fall after a strong rally – see how the stock has dipped and recovered in the past through RSI Dip Buyer Analysis lens.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| RSI | 27.0% | 33.7% | 16.7% | 21.3% |
| FLL | 8.2% | 21.2% | 47.6% | -9.4% |
| MCRI | 4.6% | 4.1% | 4.9% | 20.9% |
| CHDN | 8.2% | 11.1% | 36.0% | 13.3% |
| BYD | 6.1% | 5.1% | 5.2% | 5.5% |
| FLUT | 15.6% | 19.2% | 24.6% | 13.9% |
Operating Margin Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| RSI | 5.6% | 2.6% | -7.5% | -21.1% |
| FLL | 0.0% | 1.1% | 6.0% | 13.6% |
| MCRI | 18.6% | 17.7% | 22.0% | 23.3% |
| CHDN | 24.9% | 25.6% | 24.1% | 22.2% |
| BYD | 23.7% | 23.9% | 27.0% | 28.7% |
| FLUT | 6.6% | 6.2% | -4.7% | -0.9% |
PE Ratio Comparison
| LTM | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| RSI | 73.5 | 469.9 | -16.8 | -5.9 |
| FLL | -3.2 | -3.5 | -7.4 | -17.5 |
| MCRI | 23.6 | 20.2 | 16.1 | 16.7 |
| CHDN | 17.1 | 23.2 | 24.3 | 18.3 |
| BYD | 12.9 | 11.7 | 10.2 | 9.3 |
| FLUT | 141.1 | 422.1 | -25.9 | -64.6 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.