Accel Entertainment Inc (ACEL) is undervalued and Brightstar Lottery PLC (BRSL) is undervalued.
Against our estimates of intrinsic value, ACEL trades at the wider discount: a margin of safety of +44%, against +33% for BRSL.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 8.1% (average of 3 methods) values the shares at $20.13; the price of $11.19 is 44% below that value, and 80% of that value comes from beyond year five.
Leak Score 85/100 on 10 of 12 signals
Discounting its cash flows at 6.7% (average of 3 methods) values the shares at $15.50; the price of $10.42 is 33% below that value, and 84% of that value comes from beyond year five.
Leak Score 56/100 on 2 of 12 signals
| Metric | ACEL | BRSL |
|---|---|---|
| Verdict | Undervalued | Undervalued |
| Price | $11.19 | $10.42 |
| Intrinsic value | $20.13 | $15.50 |
| Margin of safety | +44% | +33% |
| Leak Score | 85/100 (10/12) | 56/100 (2/12) |
| Market cap | $909M | $1.9B |
| Revenue growth, 5 years | 33.3% | -4.3% |
| Operating margin | 8.2% | 24.6% |
| Net margin | 4.1% | 6.9% |
| Return on equity | 20.8% | 15.7% |
| Debt to equity | 2.07 | 5.23 |
| P/E | 16.6x | 11.6x |
| Forward P/E | 13.4x | 13.7x |
| P/B | 3.2x | 2.3x |
| Dividend yield | — | 8.8% |