Rush Enterprises vs Rush Street Interactive

Rush Enterprises vs Rush Street Interactive: this page compares the two companies, focusing on business models, financial performance, and market context in a neutral, accessible way. Educational content, not financial advice.

Rush Enterprises vs Rush Street Interactive: this page compares the two companies, focusing on business models, financial performance, and market context in a neutral, accessible way. Educational cont...

Comparison Snapshot

Key Financial Metrics

RUSHA

Metric

RSI

$4.80B

Market Cap

$3.92B

-8.32%

Potential Profit

37.51%

Strong Buy

Analyst Rating

Buy

Investment Analysis

Rush Enterprises

RUSHA

Pros

Rush Enterprises is the only publicly traded standalone commercial truck dealer in North America, giving it a unique market position.
The company operates a large network of 120 locations, providing diversified revenue streams from new and used truck sales, parts, and services.
Rush Enterprises maintains a strong balance sheet with consistent profitability and a history of dividend payments.

Considerations

Revenue and earnings declined in 2024 compared to the prior year, reflecting cyclical pressures in the commercial vehicle market.
The business is highly dependent on truck sales cycles, making it vulnerable to economic downturns and industry volatility.
Growth is constrained by geographic concentration in the US and Ontario, limiting international expansion opportunities.

Rush Street Interactive

RSI

Pros

Rush Street Interactive operates in the fast-growing online gaming and sports betting sector, benefiting from regulatory expansion in the US and Latin America.
The company has achieved significant market cap growth over the past year, indicating strong investor interest and market momentum.
Rush Street Interactive has diversified its operations across multiple states and regions, reducing reliance on any single market.

Considerations

The business faces intense competition from larger, well-capitalised gaming operators in both online and land-based segments.
Regulatory risks remain high, with potential changes in gaming laws that could impact profitability and market access.
The company's high price-to-earnings ratio suggests elevated valuation, which may not be sustainable if growth slows or margins compress.

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About The Companies

Rush Enterprises (RUSHA)

Rush Enterprises Inc (RUSHA) is a US-based dealer group focused on commercial vehicles with a market capitalisation of about $4.1 billion. The company sells new and used commercial trucks, buses and vocational vehicles and earns recurring revenue from parts, maintenance, body-shop services and finance/insurance offerings. Investors often watch Rush for its scale in a fragmented sector and for relatively stable aftermarket income that can offset some cyclicality in new-vehicle sales. Important considerations include sensitivity to economic cycles (freight, construction and municipal budgets), exposure to interest-rate changes that affect fleet financing, fluctuations in used-vehicle values, and supply-chain or labour constraints. Key metrics to monitor are same-dealership sales, parts & service margins, inventory turnover and free cash flow. This summary is educational and not personal financial advice — values can rise or fall, and past performance is not a guarantee of future returns. Consider your circumstances or a regulated adviser before acting.

Rush Street Interactive (RSI)

Rush Street Interactive (RSI) is a digital-first gaming operator offering online casino and sports-betting products across regulated markets, with notable activity in the United States and parts of Latin America. The company scales via market entries, local partnerships and technology that supports user acquisition and monetisation. Investors should weigh the growth runway — driven by US state rollouts and cross-selling — against competition from larger operators, marketing intensity and narrow regulatory margins. Revenue can expand quickly in new licences, but margins and profitability vary with promotional spend and product mix. RSI’s market capitalisation (approx. $4.29bn) reflects expected expansion but also leaves the stock exposed to volatility from licensing outcomes, policy changes and consumer behaviour. For those considering the company, it is important to view this as higher-risk, cyclical exposure and to seek diversified holdings. This summary is general educational information and not personalised financial advice.

Which Baskets Do They Appear In?

U.S. Truck Stocks (Heavy-Duty Tariff Winners)

A new 25% tariff on imported heavy-duty trucks aims to protect U.S. manufacturers, creating a potential advantage for domestic companies. This theme identifies U.S.-based truck makers and parts suppliers that are positioned to benefit from this protectionist trade policy.

Published: September 27, 2025

Explore Basket

Which Baskets Do They Appear In?

U.S. Truck Stocks (Heavy-Duty Tariff Winners)

A new 25% tariff on imported heavy-duty trucks aims to protect U.S. manufacturers, creating a potential advantage for domestic companies. This theme identifies U.S.-based truck makers and parts suppliers that are positioned to benefit from this protectionist trade policy.

Published: September 27, 2025

Explore Basket

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Comparison Snapshot