RSIRush Street Interactive, Inc.
Services-Miscellaneous Amusement & Recreation
- Revenue
- $1.1B
- 23% YoY
- Operating margin
- 7.7%
- 184% YoY
- EBITDA
- $127M
- 123% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear495% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear5% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear—Over 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $488M | $592M | $691M | $924M | $1.1B | 23% |
| Operating income | −$94M | −$125M | −$52M | $25M | $87M | 249% |
| Net income | −$19M | −$39M | −$18M | $2M | $33M | 1295% |
| Operating cash flow | −$48M | −$60M | −$6M | $106M | $165M | 55% |
| Capex | $4M | $4M | $1M | $925K | $767K | 17% |
| Stock-based comp | $25M | $19M | $30M | $35M | $26M | 26% |
| Buybacks | $3M | $0 | $0 | $0 | $8M |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $29K · 1
- Open-market sells, 12 mo
- $9M · 10
- Net
- −$9M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $7M | $30M | 118 | 120 |
| FY2024 | $9M | $70M | 83 | 114 |
| FY2023 | $7M | $11M | 27 | 88 |
| FY2022 | $14M | $11M | 22 | 62 |