3 Cash Flow Stocks That May Be Trading Below Fair Value

Rush Street Interactive, Inc. Class A

Rush Street Interactive, Inc. Class A

RSI

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Global growth signals are mixed, inflation is easing unevenly and sectors are adjusting to new energy and input cost realities. In this kind of cross current, many investors are rethinking how they balance price and quality. One practical way to do that is to focus on companies where current cash flows and potential future cash generation look stronger than what the market price suggests. This article uses the Undervalued Stocks Based On Cash Flows screener to highlight 3 stocks that currently screen as undervalued on an SWS DCF basis, so you can decide whether they deserve a closer look.

Flywire (FLYW)

Overview: Flywire is a Boston based payments and software company that helps universities, healthcare providers, travel firms and B2B clients move money across borders, using its payment platform, global payment network and vertical specific software to handle billing, collections and reconciliation in one place.

Operations: Flywire currently generates all reported revenue, US$677.7 million, from data processing services, with the Americas contributing US$316.3 million, EMEA US$257.8 million and APAC US$103.6 million.

Market Cap: US$2.3b

Flywire appears on the cash flow screener because it combines a large cross border payments niche with a software like economic model that has recently moved into consistent profitability. Revenue has been expanding across newer regions and verticals such as luxury travel and B2B. Its platform efficiency gains, including high levels of automation, help support earnings even as the mix shifts. At the same time, investors may consider a rich P/E multiple, funding that relies on external borrowing rather than deposits, and ongoing insider selling, alongside index inclusion and new client wins. A key consideration for investors is whether Flywire’s diversification and margin profile are sufficient, in their view, to support its current valuation and the positive stance taken by some analysts.

Flywire’s cross border reach and software like margins are starting to sync, but the real story sits in how cash flows and valuation line up in the DCF valuation analysis for Flywire

FLYW Discounted Cash Flow as at Jul 2026
FLYW Discounted Cash Flow as at Jul 2026

Rush Street Interactive (RSI)

Overview: Rush Street Interactive operates online casinos and sports betting platforms across the United States, Canada and Latin America, offering real money gaming and social gaming under its BetRivers, PlaySugarHouse and RushBet brands, with a full suite of slots, table games and poker.

Operations: Rush Street Interactive generates US$1.24b in revenue from online gaming and retail sports betting, with about US$1.04b from the United States and Canada and US$205.1 million from Latin America, including Mexico.

Market Cap: US$7.3b

Rush Street Interactive is attracting attention because it sits at the intersection of rapidly growing online gaming demand, rising legalization in key markets and improving profitability, with earnings up very strongly over the past year and net margins at 3% versus 0.9% a year earlier. The business is leaning on its own technology platform to keep customer acquisition spend low relative to revenue while supporting record user growth, and index inclusion plus a new buyback authorization highlight how visible the stock has become. At the same time, a high P/E, heavy exposure to regulatory and tax changes in Latin America and reliance on external funding rather than customer deposits give investors important questions to weigh before deciding how comfortable they are with the growth profile and valuation.

Rush Street Interactive’s surge in online gaming and improving net margins has investors focused on growth, but the real tension is how the valuation stacks up against that progress, which is exactly what the DCF valuation analysis for Rush Street Interactive

RSI Discounted Cash Flow as at Jul 2026
RSI Discounted Cash Flow as at Jul 2026

Mobileye Global (MBLY)

Overview: Mobileye Global develops advanced driver assistance and autonomous driving systems that help automakers, fleet operators and mobility platforms add features like collision avoidance, lane keeping and eyes off robotaxi capability using its EyeQ chips, software and Moovit mobility services.

Operations: Mobileye Global generates about US$1.98b from its core Mobileye segment and US$38 million from other activities.

Market Cap: US$8.1b

Mobileye Global stands out on a cash flow basis because it combines a large ADAS footprint with early stage exposure to robotaxis, where partnerships with major automakers and platforms such as Uber and Lyft are expected to support higher margin software and service revenue over time. Analysts see faster revenue growth than the wider US market and forecast a shift toward profitability. However, today the company is still reporting sizeable losses and carries governance questions, including high CEO pay and limited board independence. With the stock priced below some analyst targets and a planned fully owned robotaxi rollout in the US from 2027, the gap between current losses and the potential value of Mobileye’s ADAS and autonomous stack is exactly what investors need to examine more closely.

Mobileye Global’s ADAS reach and robotaxi ambitions are starting to pull apart expectations and price, and the missing piece is how professional forecasts line up with that shift in profitability and scale in the analyst forecasts for Mobileye Global

NasdaqGS:MBLY Earnings & Revenue Growth as at Jul 2026
NasdaqGS:MBLY Earnings & Revenue Growth as at Jul 2026

The three stocks covered here are just a starting sample, and the full Undervalued Stocks Based On Cash Flows screener surfaces 144 more companies where current cash flows and estimated fair value create similarly interesting stories to research. Use Simply Wall St to identify and analyze the specific cash flow catalysts, margin profiles and valuation gaps that matter to you, so you can focus on the highest conviction ideas from that wider list.

Take Control of Your Investment Journey

If Flywire or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.