Rush Street Interactive, Inc. RSI

Competitive advantage analysis · consumer-cyclical

Corporate Default
Overall moat score
64/100
Moderate

About Rush Street Interactive, Inc.

Rush Street Interactive, Inc. operates as an online casino and sports betting company in the United States, Canada, and Latin America. The company provides real-money online casinos, online and retail sports betting, and social gaming services. It also offers full suite of games comprising bricks-and-mortar casinos, such as table games, slot machines, and poker games. The company offers its products … Full RSI analysis →

Competitive advantage assessment

Key strengths

  • ROIC Sustainably Above Peers ROIC at 100.0th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Cash Generation Consistent Cash generation is consistent (score 0.82), indicating reliable business model.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
49

Where RSI ranks in Gambling

Rush Street Interactive, Inc. ranks #4 of 20 scored companies in Gambling by moat score — the top 20%. The widest moat in the group is Super Group (SGHC) Limited (SGHC) at 73/100.

Moat scores for companies ranked near RSI in Gambling
# Company Moat score Rating
1 Super Group (SGHC) Limited SGHC 73/100 Moderate
2 Churchill Downs, Incorporated CHDN 70/100 Moderate
3 Inspired Entertainment, Inc. INSE 64/100 Moderate
4 Rush Street Interactive, Inc. RSI 64/100 Moderate
5 Accel Entertainment, Inc. ACEL 62/100 Moderate
6 Codere Online Luxembourg, S.A. Warrants CDROW 58/100 Moderate
7 Canterbury Park Holding Corpora CPHC 58/100 Moderate
8 Codere Online Luxembourg, S.A. CDRO 56/100 Moderate
9 Flutter Entertainment plc FLUT 54/100 Moderate

See every General Corporate company ranked by moat score →

How RSI scores on the Corporate Default defenses

Pricing Power

Score 48 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 78 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 67 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 65 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 82 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 61 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding RSI's moat

What is Rush Street Interactive, Inc.'s moat score?

Rush Street Interactive, Inc. (RSI) scores 64 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as moderate. It ranks #4 of 20 scored companies in Gambling, the top 20%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 19 companies in Gambling. Its strongest defense is Resilience (82/100) and its weakest is Pricing Power (48/100).

How does Rush Street Interactive, Inc. compare with other Gambling companies?

Rush Street Interactive, Inc. ranks #4 of 20 scored companies in Gambling by moat score. The widest moat in Gambling is Super Group (SGHC) Limited (SGHC) at 73/100. The companies ranked closest are Inspired Entertainment, Inc. (INSE) at 64 just above it and Accel Entertainment, Inc. (ACEL) at 62 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 19 companies in Gambling. The defenses are then weighted to produce the overall score out of 100.

Why is Rush Street Interactive, Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Rush Street Interactive, Inc.?

The Corporate Default template measures 6 defenses, and RSI scores: Pricing Power (48), Cost Advantage (78), Customer Stickiness (67), Capital Efficiency (65), Resilience (82), Scale & Market Position (61). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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