Rush Street Interactive, Inc. (RSI)
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-11-05
$11.90-3.64%
Close 2026-11-05 · 1-day change
NYSEConsumer DiscretionaryGambling, Resorts & CasinosSnapshot 2026-11-05
QuarterlyIQ Insights · RSI
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
We grew revenues 39% while demonstrating continued operating leverage, even as we invested more in marketing where we saw attractive returns.
Stated in 3 of 3 supplied quarters. Management reported: “Third Quarter 2026 Highlights • Revenue was $385.9 million, an increase of 39%, compared to $277.9 million during the third quarter of 2025.” “Revenue for full year 2026 is expected to be in the range of $1.56 and $1.60 billion, representing year-over-year growth of 38% to 41%.” Revenue was $385.851 million in 2026-Q3.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“We grew revenues 39% while demonstrating continued operating leverage, even as we invested more in marketing where we saw attractive returns.”
“Richard Schwartz, Chief Executive Officer of RSI, said, "We delivered another record quarter, setting all-time highs once again for revenue and Adjusted EBITDA, driven by continued share gains in onl…”
““The continued acceleration we've seen in revenue and player growth is particularly exciting.”
Adjusted EBITDA for full year 2026 is expected to be in the range of $245 and $265 million, representing year-over-year growth of 59% to 72%.
Stated in 3 of 3 supplied quarters. Management reported: “• Adjusted EBITDA 1 was $62.2 million, an increase of 73%, compared to $36.0 million during the third quarter of 2025, demonstrating continued operating leverage.” “Adjusted EBITDA for full year 2026 is expected to be in the range of $245 and $265 million, representing year-over-year growth of 59% to 72%.”
“Adjusted EBITDA for full year 2026 is expected to be in the range of $245 and $265 million, representing year-over-year growth of 59% to 72%.”
“Adjusted EBITDA for full year 2026 is now expected to be in the range of $245 and $265 million, representing year-over-year growth of 59% to 72%.”
“Adjusted EBITDA for full year 2026 is now expected to be in the range of $230 and $250 million, representing year-over-year growth of 50% to 63%.”
In Alberta, we are now more than three months into our launch, and while we expect the ramp to be gradual, we’re excited about the opportunities in this new market.
Stated in 2 of 3 supplied quarters. Management reported: “In Alberta, we are now more than three months into our launch, and while we expect the ramp to be gradual, we’re excited about the opportunities in this new market.” “We were also pleased to have successfully launched online casino and online sports in Alberta earlier this month, and we are encouraged by the early trends we are seeing there.””
“In Alberta, we are now more than three months into our launch, and while we expect the ramp to be gradual, we’re excited about the opportunities in this new market.”
“We were also pleased to have successfully launched online casino and online sports in Alberta earlier this month, and we are encouraged by the early trends we are seeing there.””
“We enter the fourth quarter with a strong balance sheet, a scalable profitability model, continued marketing efficiency, and the flexibility to be opportunistic on how we invest in long-term growth.”
Stated in 3 of 3 supplied quarters. Management reported: “• Adjusted sales and marketing expense 1 was $54.7 million, representing 14.2% of revenue.” “• Adjusted sales and marketing expense 1 was $48.6 million, representing 12.3% of revenue.”
““We enter the fourth quarter with a strong balance sheet, a scalable profitability model, continued marketing efficiency, and the flexibility to be opportunistic on how we invest in long-term growth.””
“We're executing well across our core markets, we're off to a strong start in Alberta, and we continue to see meaningful long-term opportunities ahead of us.”
“We also achieved record first-time depositors this quarter while maintaining disciplined marketing spend, showcasing our expanding brand awareness and the efficiency we've built into our customer acq…”
Continue growing revenue to reach $1.56 billion to $1.60 billion for full year 2026, reflecting strong market expansion and player growth.
Over the trailing year it converted 6.75x of net income into operating cash flow. Historically, Consumer Discretionary names rated robust grew net income 58% of the time over the next year (vs 45% for the rest of the cohort, n=3629).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, Fed net liquidity, real (inflation-adjusted) rates, long-term interest rates (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=4907).
Not investment advice. As of 2026-11-05.