Professional
Added to YB: 2026-06-01
Pitch date: 2026-05-27
RPD [neutral]
Rapid7, Inc.
+4.35%
current return
Author Info
Pernas Research is a former CIO of a $3.5B fund that now share actionable stock research. Sign up for the newsletter.
Company Info
Rapid7, Inc. provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names.
Market Cap
$497.2M
Pitch Price
$7.13
Price Target
N/A
Dividend
N/A
EV/EBITDA
9.45
P/E
21.69
EV/Sales
0.92
Sector
Software
Category
turnaround
Pernas Research Passes On: Rapid7, Inc.
RPD (pass): Cybersecurity co focused on vulnerability mgmt & security ops. Mgmt articulates AI-era shift to exposure mgmt & AI-assisted ops well, but lacks deep telemetry/data moat vs CrowdStrike, MSFT, PANW. Mid-transition operationally w/ restructuring & product rationalization. Insufficient differentiation despite stock weakness. $546M mcap, 13.5x EV/EBITDA.
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