Rush Street Interactive, Inc. · Miscellaneous Amusement & Recreation

RSI

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The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 46% in the latest quarter vs a year ago
Profitable
Sales up 23% last year

Money moves

Insiders sold $4.0M in the last 30 days, all through pre-planned sales
Institutions added 22% to their holdings in the quarter ending June 2026 (195 bought, 103 sold)
Held by George Soros (Soros Fund), Ray Dalio (Bridgewater)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$16.27+2.3% that day

Company value: $1.9B; Share price times all shares
Price vs profit (P/E): 50.8x; You pay about $51 for each $1 of yearly profit
Price vs sales: 1.4x; Company value is 1.4 times a year of sales
Cash vs value: 18%; Cash as a share of company value

From RSI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$393.8M+46% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $1.4B, up 34% from the 12 months before. Over 5 years, sales grew about 32% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of RSI. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +34% a yearProfit margin2%Last 12 months: 2.3%P/E at the end40xToday: 50.8x. Many steady companies trade at 12x to 25xShare count change-2% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$5.1B

Profit in 5 years$102M

Price these guesses point to$38.75+138% vs $16.27 todayAbout +19% a year, before dividends

What today's price needs: with a 2% margin and a 40x P/E, sales would have to grow about 9.3% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/5Mixed

PassReturn on equity 15%+Earns a lot on the money owners have in the business.29.5%
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.9%
MissProfitable every yearSteady profits, not one good year.3 of 7 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$164.2M
PassShare count not growingNot diluting owners. Falling means buybacks.-7.1% in 3 years

Revenue: $1.1B; +22.8% vs prior year
5-year growth: +32.4%/yr; revenue, per year
Current ratio: 1.93x; short-term assets / bills due
Free cash flow: $164.2M; 14.5% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: debt under half of equity, gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Jul 29

Revenue: $393.8M; +46.3% YoY
EPS: $0.10; vs $0.12
Op. margin: 11.7%; +2.7 pts
Gross margin: 35.5%; +0.2 pts
Free cash flow: $51.7M
Share count: -50.6%; vs a year ago

Insider rating

Last 90 days

45Mixed

1 insider bought $29K
Pre-planned sales of $4.0M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

34/ 100

This week: 1
Normal week: 2.0
vs normal: 0.5x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+22.0%

Institutions added 22.0% to their holdings. 195 bought, 103 sold. 7 quarters of net buying in a row.

Shares held by institutions126.2M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-16.9%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

Total liabilities $454.4M

Shares outstandingLatest reported

116M

Earnings reports

Last 12

Next reportIn 0 days (est.)Estimated from the same quarter last year

Results filedJul 29
Results filedApr 28
Results filedFeb 17
Results filedOct 29, 2025
Results filedJul 30, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Sep 1 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (active)Aug 3 · View filing ↗Activist New 5%+ holder (passive)Jul 31 · View filing ↗Big holder New 5%+ holder (passive)Jul 31 · View filing ↗Big holder Offering prospectusMay 6 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

Bought$29K1 insider

Sold$4.0M3 insiders, 3 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Kyle SauersChief Financial Officer	Sell	23K	$20.31	$467K	584K	Oct 5Filing ↗
-3.8% of their holdings Pre-planned sale (10b5-1) Filed same day
Mattias StetzChief Operating Officer	Sell	20K	$19.87	$397K	138K	Oct 1Filing ↗
-12.7% of their holdings Pre-planned sale (10b5-1) Filed 4 days after
Richard Todd SchwartzChief Executive Officer	Sell	158K	$19.88	$3.1M	0	Oct 1Filing ↗
Sold entire stake 3 trades Held via Trust Pre-planned sale (10b5-1) Also Director Filed 4 days after
Jack A. MarkellDirector	Buy	2K	$19.35	$29K	19K	Sep 25Filing ↗
+8.6% of their holdings Filed same day