← Back to All US Stocks

Rush Street Interactive, Inc. (RSI) Fundamental Analysis & AI Grade 2026

RSI NYSE Services-Miscellaneous Amusement & Recreation DE CIK: 0001793659
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Grade
B
70% Confidence
N/A
B
70% Conf
Pending
Analysis scheduled

📊 RSI Key Takeaways

Revenue: $370.4M
Net Margin: 2.4%
Free Cash Flow: $19.9M
Current Ratio: 1.96x
Debt/Equity: 0.00x
EPS: $0.08
AI Grade: B with 70% confidence
Rush Street Interactive, Inc. (RSI) receives a B fundamental grade with 70% confidence from our AI analysis based on SEC 10-K filings. With revenue of $370.4M, net profit margin of 2.4%, and return on equity (ROE) of 5.7%, Rush Street Interactive, Inc. demonstrates mixed fundamentals in the Services sector. Below is our complete RSI stock analysis for 2026.

Is Rush Street Interactive, Inc. (RSI) a Good Investment?

Claude

Rush Street Interactive demonstrates solid revenue growth of 22.8% YoY and maintains a fortress balance sheet with $330.6M cash and zero long-term debt, providing strong downside protection. However, flat net income growth and critically thin 2.4% net margins despite revenue expansion reveal concerning profitability headwinds and insufficient operating leverage that must improve to justify positive rating.

Rush Street Interactive, Inc. Key Strengths (RSI)

Claude
  • + Robust revenue growth of 22.8% YoY in competitive online gaming market
  • + Fortress balance sheet with $330.6M cash, zero long-term debt, and 1.96x current ratio
  • + Exceptional liquidity and interest coverage (74.7x) providing financial flexibility

RSI Stock Risks: Rush Street Interactive, Inc. Investment Risks

Claude
  • ! Net income flat YoY despite 22.8% revenue growth signals deteriorating profitability or margin compression
  • ! Critically thin net margins of 2.4% with low ROE (5.7%) and ROA (1.3%) indicate inefficient capital deployment
  • ! Operating cash flow only marginally above free cash flow suggests potential working capital drag or revenue quality concerns

Key Metrics to Watch

Claude
  • * Net margin expansion and operating leverage improvement trajectory
  • * Return on equity and asset utilization trends relative to industry peers
  • * Operating cash flow sustainability and conversion ratio relative to revenue growth

Rush Street Interactive, Inc. (RSI) Financial Metrics & Key Ratios

Revenue
$370.4M
Net Income
$9.1M
EPS (Diluted)
$0.08
Free Cash Flow
$19.9M
Total Assets
$677.3M
Cash Position
$330.6M

💡 AI Analyst Insight

Rush Street Interactive, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

RSI Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 11.6%
Net Margin 2.4%
ROE 5.7%
ROA 1.3%
FCF Margin 5.4%

RSI vs Services Sector: How Rush Street Interactive, Inc. Compares

How Rush Street Interactive, Inc. compares to Services sector averages

Net Margin
RSI 2.4%
vs
Sector Avg 10.0%
RSI Sector
ROE
RSI 5.7%
vs
Sector Avg 16.0%
RSI Sector
Current Ratio
RSI 2.0x
vs
Sector Avg 1.5x
RSI Sector
Debt/Equity
RSI 0.0x
vs
Sector Avg 0.7x
RSI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Rush Street Interactive, Inc. Stock Overvalued? RSI Valuation Analysis 2026

Based on fundamental analysis, Rush Street Interactive, Inc. has mixed fundamental signals relative to the Services sector in 2026.

Return on Equity
5.7%
Sector avg: 16%
Net Profit Margin
2.4%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Rush Street Interactive, Inc. Balance Sheet: RSI Debt, Cash & Liquidity

Current Ratio
1.96x
Quick Ratio
1.96x
Debt/Equity
0.00x
Debt/Assets
53.0%
Interest Coverage
74.66x
Long-term Debt
N/A

RSI Revenue & Earnings Growth: 5-Year Financial Trend

RSI 5-year financial data: Year 2021: Revenue $488.1M, Net Income $1.1M, EPS $-0.01. Year 2022: Revenue $592.2M, Net Income $1.1M, EPS $-0.01. Year 2023: Revenue $691.2M, Net Income -$19.5M, EPS $-0.51. Year 2024: Revenue $924.1M, Net Income -$38.6M, EPS $-0.61. Year 2025: Revenue $1.1B, Net Income -$18.3M, EPS $-0.27.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Rush Street Interactive, Inc.'s revenue has grown significantly by 132% over the 5-year period, indicating strong business expansion. The most recent EPS of $-0.27 indicates the company is currently unprofitable.

RSI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.4%
Free cash flow / Revenue

RSI Quarterly Earnings & Performance

Quarterly financial performance data for Rush Street Interactive, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $262.4M $5.3M $0.05
Q3 2025 $232.1M $363.0K $0.00
Q2 2025 $220.4M -$100.0K $0.00
Q1 2025 $217.4M -$727.0K $-0.01
Q3 2024 $169.9M $363.0K $0.00
Q2 2024 $165.1M -$100.0K $0.00
Q1 2024 $162.4M -$727.0K $-0.01
Q3 2023 $148.0M -$4.2M $-0.06

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Rush Street Interactive, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$20.1M
Cash generated from operations
Capital Expenditures
$252.0K
Investment in assets
Dividends
None
No dividend program

RSI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Rush Street Interactive, Inc. (CIK: 0001793659)

📋 Recent SEC Filings

Date Form Document Action
May 7, 2026 8-K rsi-20260505.htm View →
May 6, 2026 4 xslF345X06/wk-form4_1778106036.xml View →
May 6, 2026 4 xslF345X06/wk-form4_1778105866.xml View →
May 6, 2026 4 xslF345X06/wk-form4_1778105753.xml View →
May 6, 2026 4 xslF345X06/wk-form4_1778105611.xml View →

Frequently Asked Questions about RSI

What is the AI rating for RSI?

Rush Street Interactive, Inc. (RSI) has an AI grade of B with 70% confidence, based on fundamental analysis of SEC EDGAR filings.

What are RSI's key strengths?

Claude: Robust revenue growth of 22.8% YoY in competitive online gaming market. Fortress balance sheet with $330.6M cash, zero long-term debt, and 1.96x current ratio.

What are the risks of investing in RSI?

Claude: Net income flat YoY despite 22.8% revenue growth signals deteriorating profitability or margin compression. Critically thin net margins of 2.4% with low ROE (5.7%) and ROA (1.3%) indicate inefficient capital deployment.

What is RSI's revenue and growth?

Rush Street Interactive, Inc. reported revenue of $370.4M.

Does RSI pay dividends?

Rush Street Interactive, Inc. does not currently pay dividends.

Where can I find RSI SEC filings?

Official SEC filings for Rush Street Interactive, Inc. (CIK: 0001793659) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is RSI's EPS?

Rush Street Interactive, Inc. has a diluted EPS of $0.08.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is RSI's fundamental grade?

Based on our AI fundamental analysis in May 2026, Rush Street Interactive, Inc. has a B grade with 70% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is RSI stock overvalued or undervalued?

Valuation metrics for RSI: ROE of 5.7% (sector avg: 16%), net margin of 2.4% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is RSI's AI grade for 2026?

Our dual AI analysis gives Rush Street Interactive, Inc. a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is RSI's free cash flow?

Rush Street Interactive, Inc.'s operating cash flow is $20.1M, with capital expenditures of $252.0K. FCF margin is 5.4%.

How does RSI compare to other Services stocks?

Vs Services sector averages: Net margin 2.4% (avg: 10%), ROE 5.7% (avg: 16%), current ratio 1.96 (avg: 1.5).

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% ANET 88% RDDT 88% KNSL 88% MGRE 88% FIZZ 88% DECK 87% NVDA 87%
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI