Rush Street Interactive, Inc.(RSI)Stock Analysis
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Rank #605 of 2,879 stocksTOP 25%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
RSI Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Rush Street Interactive, Inc. (RSI), a Communication Services sector company. 13F Pro's AI-powered ranking engine scores RSI at 64.9/100 on a 32-signal composite quality model, placing it at rank #605 of 2,879 stocks — the top 25% of the AI-ranked universe. RSI scores in the top quartile across revenue growth (86.6), institutional flow (77.3). Areas of concern include earnings quality (30.0), which score below median versus the broader universe. Shareholder dilution risk is elevated at 38.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Rush Street Interactive, Inc. reports quarterly revenue of $370.4M, net income of $9.1M, an operating margin of 11.6%. Top institutional holders of RSI by reported 13-F value include BlackRock,, Divisadero Street Capital Management,, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. RSI trades on the NYSE exchange and files with the SEC under CIK 1793659. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate RSI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Rush Street Interactive, Inc. directly from SEC EDGAR. Rush Street Interactive, Inc.'s 13F Pro composite quality score has ranged between 8 and 78 since 2021, currently 64.9 — an improving long-term trajectory across 55 quarterly and live scoring snapshots.
Revenue
Q1 2026
$370.4M
Net Income
Q1 2026
$9.1M
Free Cash Flow
Q1 2026
$19.9M
Operating Margin
Q1 2026
11.6%
ROIC
Q1 2026
26.9%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+22.8% YoYNet Income
+1294.8% YoYOperating Income
+249.0% YoYEPS (Diluted)
+933.3% YoYTotal Assets
+73.5% YoYOp. Cash Flow
+55.0% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.13B +22.8% | $924.1M +33.7% | $691.2M +16.7% | $592.2M +21.3% | $488.1M +75.3% | $278.5M |
| Net Income | $33.3M +1294.8% | $2.4M +113.0% | $-18.3M +52.6% | $-38.6M -98.2% | $-19.5M -1902.9% | $1.1M |
| Operating Income | $87.4M +249.0% | $25.0M +148.5% | $-51.6M +58.6% | $-124.8M -32.4% | $-94.3M +29.3% | $-133.4M |
| EPS (Diluted) | $0.31 +933.3% | $0.03 +111.1% | $-0.27 +55.7% | $-0.61 -19.6% | $-0.51 -5000.0% | $-0.01 |
| Total Assets | $658.5M +73.5% | $379.5M +19.1% | $318.6M -9.1% | $350.3M -14.3% | $408.7M +32.5% | $308.6M |
| Operating Cash Flow | $165.0M +55.0% | $106.4M +1894.5% | $-5.9M +90.2% | $-60.3M -25.2% | $-48.2M -397.8% | $16.2M |
AI Insight: RSI Financial Trends
Rush Street Interactive posted 68% revenue growth from Q2 2024 to Q1 2026, with operating income surging from $4M to $43M and operating cash flow reaching $69M in Q4 2025.
• Revenue accelerated from $220M (Q2 2024) to $370M (Q1 2026), a 68% increase over eight quarters.
• Operating income expanded from $4M to $43M; operating margin jumped from 1.8% to 11.6% over the same period.
• Operating cash flow peaked at $69M in Q4 2025, then declined to $20M in Q1 2026, signaling potential seasonality or working capital volatility.
⚠ Net income contracted from $17M (Q2 2025) to $5–9M in recent quarters despite operating income staying strong; investigate below-the-line pressures.
⚠ Equity grew 152% from $63M to $159M; debt figures unavailable—leverage profile unclear.
AI Insight: RSI Ratio Trends
Operating margin surged to 11.6% in Q1 2026, capping a sustained recovery from 1.9% two years prior.
• Operating margin expanded 480 bps from Q2 2024 (1.9%) to Q1 2026 (11.6%), driven by operational leverage.
• Net profit margin recovered to 2.5% in Q1 2026 from -0.1% in Q2 2024, signaling improved bottom-line efficiency.
• TTM ROE of 23.3% and ROA of 5.5% reflect sustained profitability gains over the trailing twelve months.
⚠ Q3 2025 saw ROE drop 36pp to 18.2% and OpMargin contract to 7.0%—watch for seasonality or structural headwinds.
⚠ Quarterly earnings volatility remains high; Q2 2025 NPM peaked at 6.2% but Q3 fell to 2.2%.
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Available Research
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Top Institutional Holders of RSI
BlackRock, Inc.
$181.1M8,327,068 shDivisadero Street Capital Management, LP
$139.8M6,426,679 shVANGUARD PORTFOLIO MANAGEMENT LLC
$95.4M4,385,854 shAMERIPRISE FINANCIAL INC
$94.6M4,349,159 shVANGUARD CAPITAL MANAGEMENT LLC
$93.9M4,316,364 shMARSHALL WACE, LLP
$92.4M4,248,362 shHood River Capital Management LLC
$79.4M3,651,237 shALLIANCEBERNSTEIN L.P.
$75.5M3,885,543 shARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$60.1M2,764,173 shFULLER & THALER ASSET MANAGEMENT, INC.
$58.9M2,708,357 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $181.1M | 8,327,068 |
| Divisadero Street Capital Management, LP | $139.8M | 6,426,679 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $95.4M | 4,385,854 |
| AMERIPRISE FINANCIAL INC | $94.6M | 4,349,159 |
| VANGUARD CAPITAL MANAGEMENT LLC | $93.9M | 4,316,364 |
| MARSHALL WACE, LLP | $92.4M | 4,248,362 |
| Hood River Capital Management LLC | $79.4M | 3,651,237 |
| ALLIANCEBERNSTEIN L.P. | $75.5M | 3,885,543 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $60.1M | 2,764,173 |
| FULLER & THALER ASSET MANAGEMENT, INC. | $58.9M | 2,708,357 |
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Popular Research
Is RSI a good stock to buy?
13F Pro's AI-powered analysis of Rush Street Interactive, Inc. (RSI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for RSI are available on the RSI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own RSI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling RSI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Rush Street Interactive, Inc.'s investment landscape.