Inspired Entertainment Inc (INSE)vsRush Street Interactive Inc (RSI)
INSE
Inspired Entertainment Inc
$3.97
-0.25%
CONSUMER CYCLICAL · Cap: $120.46M
RSI
Rush Street Interactive Inc
$20.56
-2.05%
CONSUMER CYCLICAL · Cap: $4.63B
Smart Verdict
WallStSmart Research — data-driven comparison
Rush Street Interactive Inc generates 386% more annual revenue ($1.37B vs $281.40M). RSI leads profitability with a 2.3% profit margin vs -3.3%. RSI earns a higher WallStSmart Score of 49/100 (D+).
INSE
Hold42
out of 100
Grade: D
RSI
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.4%
Fair Value
$8.96
Current Price
$3.97
$4.99 discount
Margin of Safety
+41.9%
Fair Value
$34.44
Current Price
$20.56
$13.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 398191.0% YoY
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
Smaller company, higher risk/reward
ROE of 0.0% — below average capital efficiency
Revenue declined 24.3%
Distress zone — elevated risk
Trading at 12.8x book value
2.3% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : INSE
The strongest argument for INSE centers on EPS Growth, 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 : INSE
The primary concerns for INSE are Market Cap, Return on Equity, Revenue Growth.
Bear Case : RSI
The primary concerns for RSI are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 64.5x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
INSE profiles as a turnaround 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 (49/100 vs 42/100) and 46.3% revenue growth. Both earn "Hold" 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.
Inspired Entertainment Inc
CONSUMER CYCLICAL · GAMBLING · USA
Inspired Entertainment, Inc., a business-to-business gaming technology company, supplies server-based gaming (SBG) and virtual sports products to regulated lottery, betting and gaming operators around the world. The company is headquartered in New York, New York.
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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