Codere Online US Corp (CDRO)vsSGHC Limited (SGHC)
CDRO
Codere Online US Corp
$8.18
+0.37%
CONSUMER CYCLICAL · Cap: $247.83M
SGHC
SGHC Limited
$10.54
-4.01%
CONSUMER CYCLICAL · Cap: $4.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SGHC Limited generates 1067% more annual revenue ($2.34B vs $200.70M). SGHC leads profitability with a 9.8% profit margin vs 1.9%. SGHC trades at a lower P/E of 23.1x. SGHC earns a higher WallStSmart Score of 56/100 (C).
CDRO
Avoid34
out of 100
Grade: F
SGHC
Buy56
out of 100
Grade: C
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
+56.7%
Fair Value
$19.66
Current Price
$10.54
$9.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.5%
17.8% revenue growth
Areas to Watch
Trading at 15.4x book value
0.0% earnings growth
Smaller company, higher risk/reward
1.9% margin — thin
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : CDRO
Revenue growth of 13.3% demonstrates continued momentum.
Bull Case : SGHC
The strongest argument for SGHC centers on Return on Equity, Altman Z-Score, Operating Margin. Revenue growth of 17.8% 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 : SGHC
No major red flags identified for SGHC, but monitor valuation.
Key Dynamics to Monitor
CDRO profiles as a value stock while SGHC is a growth play — different risk/reward profiles.
SGHC carries more volatility with a beta of 1.10 — expect wider price swings.
SGHC is growing revenue faster at 17.8% — sustainability is the question.
Monitor GAMBLING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SGHC scores higher overall (56/100 vs 34/100) and 17.8% revenue growth. Both earn "Buy" 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.
SGHC Limited
CONSUMER CYCLICAL · GAMBLING · USA
Super Group (SGHC) Limited is an online sports betting and gaming operator. The company is headquartered in Saint Peter Port, Guernsey.
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