Codere Online US Corp (CDRO)vsRush Street Interactive Inc (RSI)
CDRO
Codere Online US Corp
$9.32
+0.11%
CONSUMER CYCLICAL · Cap: $423.78M
RSI
Rush Street Interactive Inc
$26.20
-0.89%
CONSUMER CYCLICAL · Cap: $6.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Rush Street Interactive Inc generates 550% more annual revenue ($1.37B vs $210.41M). RSI leads profitability with a 2.3% profit margin vs 0.6%. RSI trades at a lower P/E of 87.2x. RSI earns a higher WallStSmart Score of 46/100 (D+).
CDRO
Avoid29
out of 100
Grade: F
RSI
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CDRO.
Margin of Safety
+12.5%
Fair Value
$30.56
Current Price
$26.20
$4.36 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Revenue surging 46.3% year-over-year
Conservative balance sheet, low leverage
Every $100 of equity generates 23 in profit
Areas to Watch
Trading at 12.8x book value
Smaller company, higher risk/reward
ROE of 3.8% — below average capital efficiency
0.6% margin — thin
Trading at 16.4x book value
2.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CDRO
The strongest argument for CDRO centers on Debt/Equity.
Bull Case : RSI
The strongest argument for RSI centers on Revenue Growth, Debt/Equity, Return on Equity. Revenue growth of 46.3% demonstrates continued momentum.
Bear Case : CDRO
The primary concerns for CDRO are Price/Book, Market Cap, Return on Equity. A P/E of 233.0x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : RSI
The primary concerns for RSI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 87.2x leaves little room for execution misses. Thin 2.3% 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 1.51 — expect wider price swings.
RSI is growing revenue faster at 46.3% — sustainability is the question.
RSI generates stronger free cash flow (52M), providing more financial flexibility.
Bottom Line
RSI scores higher overall (46/100 vs 29/100) and 46.3% 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.
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