Added to YB: 2026-02-05
Pitch date: 2026-02-03
RDVT [neutral]
Red Violet, Inc.
+7.96%
current return
Author Info
No bio for this author
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
$586.9M
Pitch Price
$39.21
Price Target
N/A
Dividend
N/A
EV/EBITDA
40.86
P/E
53.08
EV/Sales
6.30
Sector
Software
Category
growth
$RDVT: Thesis Intact Despite a Brutal Drawdown
RDVT (update): Down 21% YTD despite unchanged thesis. Selloff likely due to $150M shelf filing (dilution fears) & software sector contagion. Data access co, not SaaS - transactional model w/ better unit economics, decades of runway. 20% growth, 40%+ incremental EBIT margins, 38x fwd P/E cheap for quality/growth profile.
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