Rush Street Interactive Inc (RSI) Fair Value & Analysis
Consumer Cyclical · US · Market cap $7.6B · ISIN US7820111000
What is Rush Street Interactive Inc really worth?
Rush Street Interactive Inc
RSI · US
Structural break: The valuation model sees a lasting decline in earnings power for this stock, the confidence band is broken. Treat the target with caution.
A solid business, but trading 916% above our fair value of $2.64.
Strengths
Risks
Fair value as of: Aug 27, 2026
From 24 valuation models · updated 9 days ago
Share price −5.7% over the past month.
What runs behind every stock
69 individual criteria per stock, every one traceable See the method →
What matters now
- The price sits above even our optimistic bull case ($3.60). The favourable scenario is already priced in.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid but not exceptional quality (56/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($1.98 to $3.60) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 27, 2026.
How to read this chart
60‑month range $2.79 – $34.52 · fair‑value band $1.98 – $3.60 · the $26.77 price screens above the $2.64 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). 3 fiscal years are left out: there the valuation rested on only a fraction of the usual models. Dashed = 300-day average. As of Aug 27, 2026.
Analysis
Rush Street Interactive Inc (RSI) currently trades at $26.77, while our model-based Fair Value estimate is $2.64, implying the stock looks roughly 916.3% overvalued today. The Quality Score stands at 56/100 (solid quality), in the Consumer Cyclical sector. Bull case: the DCF Models group reads highest at a median of $12.41 per share, and 0 of the 24 models we run sit above the $26.77 price. Bear case: the Asset-Based group reads lowest at $0.4200, and 24 of the 24 models stay below the price. Evidence for this calculation is low.
Over the trailing twelve months, Rush Street Interactive Inc generated revenue of $1.2B at a net margin of 3.0%. Revenue grew 41.1% year over year. It earns a return on equity of 34.7%. The balance sheet holds a net cash position of $322M. Fundamentals as of Aug 27, 2026
Our scenario range runs from $1.98 (bear case) to $3.60 (bull case); at $26.77, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The last reported earnings sit well below what analysts expect (earnings in transition, for example after write-downs or an earnings dip); whether the stock is cheap or expensive hinges on the expected recovery actually arriving. Read the fair value with that caveat. The share trades about 8% below its 52-week high and 103% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at −10% fair-value upside, at −90%, RSI screens richer than that median.
Fair Value models
This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly $0.2301 per share, which is 8.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.
All 24 models by family
Widest divergence: DCF Models ($12.41) versus Asset-Based ($0.4200). Highest evidence: FCF DCF (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 27, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 61 · Market factors (momentum, volatility) 49
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.
About the company
Rush Street Interactive, Inc. operates as an online casino and sports betting company in the United States, Canada, and Latin America. The company provides real-money online casinos, online and retail sports betting, and social gaming services.
Full company description
Rush Street Interactive, Inc. operates as an online casino and sports betting company in the United States, Canada, and Latin America. The company provides real-money online casinos, online and retail sports betting, and social gaming services. It also offers full suite of games comprising bricks-and-mortar casinos, such as table games, slot machines, and poker games. The company offers its products under BetRivers, PlaySugarHouse, and RushBet brands. Rush Street Interactive, Inc. was founded in 2012 and is headquartered in Chicago, Illinois.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Rush Street Interactive Inc reported revenue of $1.1B in FY2025 versus $488M in FY2021, a compound +23.5%/yr. Reported net income was $33.3M in FY2025.
RSI screens 916% overvalued. Compare with Flutter Entertainment plc →
Peer Group
Gambling · 54 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Gambling median · lower = cheaper
Strength profile in five axes (Snowflake)
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 40/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Gambling stocks, each showing price versus our Fair Value estimate (as of Aug 27, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Flutter Entertainment plc FLUT | $98.08 | $88.33 | −10% |
| Evolution AB EVO | kr 832.60 | kr 982.64 | +18% |
| The Lottery Corporation TLC | A$5.36 | A$2.99 | −44% |
| Super Group SGHC | $13.95 | $9.39 | −33% |
| Light & Wonder, Inc LNWO | $89.75 | $77.19 | −14% |
| Lottomatica Group LTMC | €25.59 | €16.45 | −36% |
| Churchill Downs Incorporated CHDN | $86.65 | $88.74 | +2% |
| FDJ United FDJ | €22.33 | €20.97 | −6% |
| Brightstar Lottery PLC BRSL | $11.31 | $17.61 | +56% |
| Tabcorp Holdings TAH | A$0.8900 | A$0.6000 | −33% |
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