Red Violet, Inc. · Software

RDVT

Low riskNext report: In 7 days (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 23% in the latest quarter vs a year ago
Profitable
Sales up 20% last year

Money moves

No insider buying or selling in the last 30 days
Institutions added 2.2% to their holdings in the quarter ending June 2026 (103 bought, 68 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$80.13-0.8% that day

Company value: $1.3B; Share price times all shares
Price vs profit (P/E): 70.9x; You pay about $71 for each $1 of yearly profit
Price vs sales: 13.0x; Company value is 13.0 times a year of sales
Cash vs value: 4%; Cash as a share of company value

From RDVT's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jun '26

$26.7M+23% vs a year earlier

Sep '23Tap a barJun '26

Last 12 months: $99.0M, up 20% from the 12 months before. Over 5 years, sales grew about 21% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of RDVT. Starting points are the company's recent numbers.

Sales growth+20% a yearRecently: +20% a yearProfit margin17%Last 12 months: 16.5%P/E at the end40xToday: 70.9x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$246M

Profit in 5 years$42M

Price these guesses point to$99.35+24% vs $80.13 todayAbout +4.4% a year, before dividends

What today's price needs: with a 17% margin and a 40x P/E, sales would have to grow about 15% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.14.0%
PassDebt under half of equityNot relying on borrowed money.No debt reported
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.14.6%
MissProfitable every yearSteady profits, not one good year.5 of 9 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$28.8M
MissShare count not growingNot diluting owners. Falling means buybacks.+2.1% in 3 years

Revenue: $90.3M; +20.0% vs prior year
5-year growth: +21.1%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 7.18x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jun 30, 2026

Reported Aug 11

Revenue: $26.7M; +22.7% YoY
EPS: $0.34; vs $0.18
Op. margin: 22.8%; +10.2 pts
Free cash flow: $10.5M
Share count: -0.6%; vs a year ago

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 0.5
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+2.2%

Institutions added 2.2% to their holdings. 103 bought, 68 sold. 2 quarters of net buying in a row.

Shares held by institutions10.0M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+4.8%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

16M

Earnings reports

Last 12

Next reportIn 7 days (est.)Estimated from the same quarter last year

Results filedAug 11
Results filedAug 5
Results filedMay 7
Results filedMar 5
Results filedNov 5, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

Offering prospectusAug 6 · View filing ↗Offering Offering prospectusAug 5 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

BoughtWilliam Paul LivekDirector

2,000 shares at $71.49 · $143K

+10% of holdings
Now owns 22,733 shares
Filed same day

Aug 27Form 4 ↗

Earnings resultsAug 11 · Form 8-K ↗Quarterly reportAug 10 · Form 10-Q ↗Major agreementAug 7 · Form 8-K ↗Offering prospectusAug 6 · Form 424B5 ↗Earnings resultsAug 5 · Form 8-K ↗Offering prospectusAug 5 · Form 424B5 ↗

Stock awardLisa M. StantonDirector

2,179 shares

+7% of holdings
Now owns 33,444 shares
Filed 1 day after trade

Jun 4Form 4 ↗

Stock awardSteven D RubinDirector

2,179 shares

+1% of holdings
Now owns 147,767 shares
Filed 1 day after trade

Jun 4Form 4 ↗

Leadership changeJun 5 · Form 8-K ↗

Stock awardWilliam Paul LivekDirector

2,088 shares

+11% of holdings
Now owns 20,733 shares
Filed 1 day after trade

Jun 4Form 4 ↗

Stock awardGreg StrakoschDirector

2,088 shares

+36% of holdings
Now owns 7,955 shares
Filed 1 day after trade

Jun 4Form 4 ↗

Planned insider saleJun 1 · Form 144 ↗Planned insider saleJun 1 · Form 144 ↗Planned insider saleJun 1 · Form 144 ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

Report a problem with this page