Added to YB: 2025-07-24
Pitch date: 2025-07-22
RDVT [bullish]
Red Violet, Inc.
-1.63%
current return
Author Info
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Company Info
Red Violet, Inc., an analytics and information solutions company, specializes in proprietary technologies and applying analytical capabilities to deliver identity intelligence in the United States.
Market Cap
$609.3M
Pitch Price
$44.72
Price Target
91.00 (+107%)
Dividend
N/A
Sector
Software
Category
growth
Red Violet (RDVT): High-Conviction 25% Allocation with Structural Growth and Operating Leverage
$RDVT: 25% allocation. IDI customer adds on 17% 6yr CAGR with higher revenue per account. 100+ customers >$100K annually. FOREWARN at 13-18% of revenue, 325K users (75% 6yr CAGR) from 900K US realtors. 20%+ revenue CAGR sustainable for 5+ years. High incremental margins, 30% op margins by 2028-29. $2.50+ EPS at 40x = potential 3-4yr double.
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