Codere Online US Corp (CDRO)vsRush Street Interactive Inc (RSI)
CDRO
Codere Online US Corp
$8.18
+0.37%
CONSUMER CYCLICAL · Cap: $247.83M
RSI
Rush Street Interactive Inc
$21.92
-1.08%
CONSUMER CYCLICAL · Cap: $5.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Rush Street Interactive Inc generates 465% more annual revenue ($1.13B vs $200.70M). RSI leads profitability with a 2.9% profit margin vs 1.9%. CDRO trades at a lower P/E of 60.3x. RSI earns a higher WallStSmart Score of 44/100 (D).
CDRO
Avoid34
out of 100
Grade: F
RSI
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1206.6%
Fair Value
$0.61
Current Price
$8.18
$7.57 premium
Margin of Safety
-710.4%
Fair Value
$2.11
Current Price
$21.92
$19.81 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Revenue surging 88.8% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 30 in profit
Areas to Watch
Trading at 15.4x book value
0.0% earnings growth
Smaller company, higher risk/reward
1.9% margin — thin
Trading at 14.9x book value
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CDRO
Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : RSI
The strongest argument for RSI centers on Revenue Growth, Altman Z-Score, Return on Equity. Revenue growth of 88.8% demonstrates continued momentum.
Bear Case : CDRO
The primary concerns for CDRO are Price/Book, EPS Growth, Market Cap. A P/E of 60.3x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Bear Case : RSI
The primary concerns for RSI are Price/Book, EPS Growth, Profit Margin. A P/E of 71.5x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
CDRO profiles as a value stock while RSI is a hypergrowth play — different risk/reward profiles.
RSI carries more volatility with a beta of 1.55 — expect wider price swings.
RSI is growing revenue faster at 88.8% — sustainability is the question.
RSI generates stronger free cash flow (69M), providing more financial flexibility.
Bottom Line
RSI scores higher overall (44/100 vs 34/100) and 88.8% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Codere Online US Corp
CONSUMER CYCLICAL · GAMBLING · USA
Codere Online Luxembourg, SA, operator of online games and sports betting in Latin America. The company is headquartered in Luxembourg.
Rush Street Interactive Inc
CONSUMER CYCLICAL · GAMBLING · USA
Rush Street Interactive, Inc. is an online casino and sports betting company in the United States and Latin America. The company is headquartered in Chicago, Illinois.
Compare with Other GAMBLING Stocks
Want to dig deeper into these stocks?