Rush Street Interactive Inc (RSI)vsSGHC Limited (SGHC)
RSI
Rush Street Interactive Inc
$21.92
-1.08%
CONSUMER CYCLICAL · Cap: $5.16B
SGHC
SGHC Limited
$10.54
-4.01%
CONSUMER CYCLICAL · Cap: $4.91B
Smart Verdict
WallStSmart Research — data-driven comparison
SGHC Limited generates 107% more annual revenue ($2.34B vs $1.13B). SGHC leads profitability with a 9.8% profit margin vs 2.9%. SGHC trades at a lower P/E of 23.1x. SGHC earns a higher WallStSmart Score of 56/100 (C).
RSI
Hold44
out of 100
Grade: D
SGHC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-710.4%
Fair Value
$2.11
Current Price
$21.92
$19.81 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
Revenue surging 88.8% year-over-year
Safe zone — low bankruptcy risk
Every $100 of equity generates 30 in profit
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 14.9x book value
0.0% earnings growth
2.9% margin — thin
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, Altman Z-Score, Return on Equity. Revenue growth of 88.8% 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 : RSI
The primary concerns for RSI are Price/Book, EPS Growth, Profit Margin. A P/E of 71.5x leaves little room for execution misses. Thin 2.9% 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 1.55 — expect wider price swings.
RSI is growing revenue faster at 88.8% — sustainability is the question.
Monitor GAMBLING industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SGHC scores higher overall (56/100 vs 44/100) and 17.8% revenue growth. 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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