Added to YB: 2026-04-09
Pitch date: 2026-02-14
RDVT [bullish]
Red Violet, Inc.
-9.02%
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
$515.9M
Pitch Price
$42.03
Price Target
60.00 (+57%)
Dividend
N/A
EV/EBITDA
32.53
P/E
40.18
EV/Sales
5.26
Sector
Software
Category
growth
Red Violet, Inc. - $RDVT
RDVT: Data-as-a-service for identity verification/background checks, not pure SaaS, insulated from AI replacement. Rev grew $4.6M (2016) to $90M (2025), margins expanding on fixed costs. 77% contract pricing, sticky B2B API integrations. Key verticals: real estate (cyclical tailwind), law enforcement, fraud protection. Trades 26x FCF vs peers, targets $60-70/sh (+50-75%). Risks: AI disintermediation, regulation, raw data supplier concentration. Cat Q4/25 ER, FCF growth 2026, real estate recovery.
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