WallStSmart

Codere Online US Corp (CDRO)vsRush Street Interactive Inc (RSI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Rush Street Interactive Inc generates 490% more annual revenue ($1.24B vs $210.41M). RSI leads profitability with a 3.0% profit margin vs 0.6%. RSI trades at a lower P/E of 87.1x. RSI earns a higher WallStSmart Score of 56/100 (C).

CDRO

Avoid

29

out of 100

Grade: F

Growth: 8.0Profit: 5.0Value: 4.0Quality: 5.0
Piotroski: 2/9Altman Z: 0.91

RSI

Buy

56

out of 100

Grade: C

Growth: 10.0Profit: 6.5Value: 4.3Quality: 5.8
Piotroski: 3/9Altman Z: 2.81
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CDRO.

RSIUndervalued (+3.0%)

Margin of Safety

+3.0%

Fair Value

$30.50

Current Price

$26.23

$4.27 discount

UndervaluedFair: $30.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CDRO1 strengths · Avg: 9.0/10
Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

RSI3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
41.1%10/10

Revenue surging 41.1% year-over-year

EPS GrowthGrowth
67.2%10/10

Earnings expanding 67.2% YoY

Return on EquityProfitability
23.3%9/10

Every $100 of equity generates 23 in profit

Areas to Watch

CDRO4 concerns · Avg: 3.3/10
Price/BookValuation
13.2x4/10

Trading at 13.2x book value

Market CapQuality
$439.69M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.6%3/10

0.6% margin — thin

Operating MarginProfitability
2.6%3/10

Operating margin of 2.6%

RSI4 concerns · Avg: 3.0/10
Price/BookValuation
17.0x4/10

Trading at 17.0x book value

Profit MarginProfitability
3.0%3/10

3.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
87.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CDRO

The strongest argument for CDRO centers on Debt/Equity.

Bull Case : RSI

The strongest argument for RSI centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 41.1% demonstrates continued momentum.

Bear Case : CDRO

The primary concerns for CDRO are Price/Book, Market Cap, Profit Margin. A P/E of 322.3x 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 87.1x leaves little room for execution misses. Thin 3.0% 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 1.59 — expect wider price swings.

RSI is growing revenue faster at 41.1% — sustainability is the question.

RSI generates stronger free cash flow (20M), providing more financial flexibility.

Bottom Line

RSI scores higher overall (56/100 vs 29/100) and 41.1% 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.

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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