Rush Street Interactive Inc (RSI)vsSGHC Limited (SGHC)
RSI
Rush Street Interactive Inc
$15.14
-1.82%
CONSUMER CYCLICAL · Cap: $4.63B
SGHC
SGHC Limited
$10.55
-0.38%
CONSUMER CYCLICAL · Cap: $5.72B
Smart Verdict
WallStSmart Research — data-driven comparison
SGHC Limited generates 78% more annual revenue ($2.43B vs $1.37B). SGHC leads profitability with a 15.1% profit margin vs 2.3%. SGHC trades at a lower P/E of 15.6x. SGHC earns a higher WallStSmart Score of 60/100 (C+).
RSI
Hold49
out of 100
Grade: D+
SGHC
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+48.1%
Fair Value
$30.61
Current Price
$15.14
$15.47 discount
Margin of Safety
-44.5%
Fair Value
$7.30
Current Price
$10.55
$3.25 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 46.3% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Every $100 of equity generates 32 in profit
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 25.2%
18.1% revenue growth
Areas to Watch
Trading at 9.5x book value
2.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : RSI
The strongest argument for RSI centers on Revenue Growth, Debt/Equity, Return on Equity. Revenue growth of 46.3% demonstrates continued momentum.
Bull Case : SGHC
The strongest argument for SGHC centers on Return on Equity, Altman Z-Score, Debt/Equity. Profitability is solid with margins at 15.1% and operating margin at 25.2%. Revenue growth of 18.1% demonstrates continued momentum.
Bear Case : RSI
The primary concerns for RSI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 63.2x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Bear Case : SGHC
No major red flags identified for SGHC, but monitor valuation.
Key Dynamics to Monitor
RSI profiles as a hypergrowth stock while SGHC is a growth play — different risk/reward profiles.
RSI carries more volatility with a beta of 1.71 — expect wider price swings.
RSI is growing revenue faster at 46.3% — sustainability is the question.
SGHC generates stronger free cash flow (164M), providing more financial flexibility.
Bottom Line
SGHC scores higher overall (60/100 vs 49/100), backed by strong 15.1% margins and 18.1% revenue growth. RSI offers better value entry with a 48.1% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
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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