Red Violet, Inc.

NasdaqCM:RDVT Rapport sur les actions

Capitalisation boursière : US$802.0m

Red Violet Gestion

Gestion contrôle des critères 4/4

Le PDG Red Violet est Derek Dubner, nommé en Aug2017, a un mandat de 8.75 ans. La rémunération annuelle totale est $ 2.12M, composée du salaire de 23.9% et des bonus 76.1%, y compris les actions et options de la société. détient directement 3.66% des actions de la société, d'une valeur de $ 29.35M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 8.8 ans et 4.7 ans.

Informations clés

Derek Dubner

Directeur général

US$2.1m

Rémunération totale

Pourcentage du salaire du PDG23.86%
Durée du mandat du directeur général8.8yrs
Propriété du PDG3.7%
Durée moyenne d'occupation des postes de direction8.8yrs
Durée moyenne du mandat des membres du conseil d'administration4.7yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha May 14

Red Violet: Depressed Valuation Does Not Reflect Fundamentals

Summary Red Violet remains a BUY, with growth catalysts in place and evidence of the thesis materializing through 2026. Q1 earnings reinforce the company's long-term growth trajectory, validating prior expectations despite recent stock underperformance. RDVT's current valuation is depressed due to broader AI sentiment, presenting a compelling entry point for patient investors. Read the full article on Seeking Alpha
Mise à jour du récit May 01

RDVT: Completed Buybacks And Refined P/E Assumptions Will Support Future Upside

Analysts have trimmed their price target on Red Violet by $10 to reflect updated assumptions on discount rates and longer term P/E expectations. This signals a slightly more cautious stance while keeping fair value estimates broadly unchanged.
Mise à jour du récit Apr 15

RDVT: Completed Buybacks And Tighter P/E Assumptions Will Support Future Upside

Analysts have reduced their price target on Red Violet by $5 to $63.50, citing updated views on fair value and future P/E assumptions. They have, however, kept their long-term growth and margin expectations essentially unchanged.
Mise à jour du récit Apr 01

RDVT: Share Repurchases And Stable Assumptions Will Support Long Term Upside

Analysts have reaffirmed their $68.50 price target on Red Violet, citing largely unchanged assumptions on discount rate, revenue growth, profit margin and future P/E to support their view. What's in the News From October 1, 2025 to February 27, 2026, Red Violet repurchased 57,812 shares for $0.31 million, representing 0.41% of its shares.
Mise à jour du récit Mar 17

RDVT: Higher Future Margins Will Support Stronger Long Term Upside

Analysts have lifted their price target on Red Violet by $0.00 to $68.50, reflecting updated views on slightly adjusted discount rate and revenue growth inputs, alongside a higher projected profit margin and a lower assumed future P/E multiple. Valuation Changes Fair Value: The intrinsic value estimate remains at $68.50, indicating no change in the model’s central valuation output.
Mise à jour du récit Mar 03

RDVT: Stable Discount Rate And Margins Will Support Future Upside

Analysts have kept their price target for Red Violet steady at $68.50, citing largely unchanged assumptions around the discount rate, revenue growth, profit margin and future P/E expectations. Valuation Changes Fair Value: Held steady at $68.50, with no change in the underlying estimate.
Mise à jour du récit Feb 16

RDVT: Stable Assumptions And Margin Outlook Will Support Future Upside

Analysts have maintained their fair value estimate for Red Violet at $68.50, making only minor adjustments to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions. These changes reflect fine tuning rather than a shift in their overall view.
Mise à jour du récit Feb 02

RDVT: Share Repurchases And Stable Outlook Will Support Future Upside

Analysts have maintained their fair value estimate for Red Violet at $68.50. Only marginal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions were made, resulting in the target price remaining unchanged.
Mise à jour du récit Jan 19

RDVT: Expanded Buyback Authorization Will Support Future Share Price Upside

Analysts have nudged their price target on Red Violet higher to reflect a fair value of US$68.50 per share. They point to modest tweaks in discount rate assumptions and long term P/E expectations as the main drivers of the update.
Mise à jour du récit Jan 04

RDVT: Expanded Buyback Program Will Support Future Share Price Upside

Analysts have modestly reaffirmed their view on Red Violet, holding the price target roughly steady around 68.50 dollars. They continue to expect sustained double digit revenue growth and stable profit margins, which they believe could support a premium future valuation multiple.
Article d’analyse Jan 03

Should You Investigate Red Violet, Inc. (NASDAQ:RDVT) At US$51.37?

Red Violet, Inc. ( NASDAQ:RDVT ), is not the largest company out there, but it saw significant share price movement...
Mise à jour du récit Dec 14

RDVT: Expanded Buyback Program Will Support Future Upside For Shares

Analysts have modestly raised their price target on Red Violet by approximately $0.00 per share, reflecting slightly higher long term earnings expectations, supported by stable discount rate and margin assumptions. What's in the News Red Violet increased its equity buyback authorization by $15 million on November 3, 2025, bringing the total program size to $30 million (company filing).
Mise à jour du récit Nov 29

RDVT: Expanded Buyback Authorization Will Drive Shares Higher Going Forward

Analysts have slightly raised their price target for Red Violet from $67.50 to $68.50. They cite modest shifts in market assumptions and valuation metrics as key factors supporting this upward revision.
Mise à jour du récit Nov 15

RDVT: Improved Margins And Expanded Buyback Will Drive Future Upside

Red Violet's analyst price target has been raised from $61 to $67.50 per share. This change reflects analysts' increased confidence in the company's improving profit margins and overall positive financial outlook.
Mise à jour du récit Oct 31

RDVT: Share Buyback Completion Will Unlock Further Market Opportunities

Analysts have raised their price target for Red Violet to $61.00 from $56.00, citing incremental improvements in fair value estimates and slight adjustments to financial projections. What's in the News Red Violet has completed the repurchase of 538,484 shares, representing 3.87% of its outstanding shares, for $10.42 million under the buyback announced on May 4, 2022 (Key Developments).
Article d’analyse Sep 20

Investors Will Want Red Violet's (NASDAQ:RDVT) Growth In ROCE To Persist

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Mise à jour du récit Aug 08

Enterprise And Government Markets Will Open New Frontiers

Red Violet's consensus price target has increased to $56, reflecting improved earnings efficiency as net profit margin rises and future P/E declines, indicating enhanced valuation confidence. What's in the News Red Violet, Inc.
Article d’analyse May 09

Optimistic Investors Push Red Violet, Inc. (NASDAQ:RDVT) Shares Up 34% But Growth Is Lacking

Red Violet, Inc. ( NASDAQ:RDVT ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Mar 08

Red Violet's Explosive Growth - Is It Too Late To Buy?

Summary Red Violet has achieved a 29% CAGR in revenue from 2018 to 2024, significantly improving profitability and expanding gross margins from 47% to 81%. The identity verification market is rapidly growing, with significant projected CAGRs, indicating strong future demand for Red Violet's services. Despite growth and improving efficiency, Red Violet's current valuation offers no margin of safety, making it a high-risk investment at current levels. Read the full article on Seeking Alpha
Article d’analyse Mar 06

Red Violet's (NASDAQ:RDVT) Conservative Accounting Might Explain Soft Earnings

Soft earnings didn't appear to concern Red Violet, Inc.'s ( NASDAQ:RDVT ) shareholders over the last week. Our analysis...
Article d’analyse Feb 23

Red Violet, Inc.'s (NASDAQ:RDVT) Business Is Trailing The Industry But Its Shares Aren't

You may think that with a price-to-sales (or "P/S") ratio of 7.6x Red Violet, Inc. ( NASDAQ:RDVT ) is a stock to...
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Nouveau récit Nov 24

Dynamic Expansion Meets FOREWARN's Industry Ambitions Amidst Economic Optimism

Strategic onboarding and sales investments are set to boost revenue growth and earnings through upselling and cross-selling opportunities.
Seeking Alpha Nov 20

Red Violet Q3 Earnings: Margin Growth Leaves Room For Further Upside

Summary Red Violet shares have doubled since my initial recommendation following solid progress in the underlying business. Revenue was up 20% in Q3, with adjusted EBITDA margins rising to 35%, demonstrating strong operating leverage in the business. I expect revenue growth of at least 15% for next year with continued margin expansion. At the current valuation of 21 times next year's FCF, I maintain my Buy rating on RDVT stock. Read the full article on Seeking Alpha
Article d’analyse Nov 07

Red Violet, Inc.'s (NASDAQ:RDVT) 28% Price Boost Is Out Of Tune With Earnings

Red Violet, Inc. ( NASDAQ:RDVT ) shareholders would be excited to see that the share price has had a great month...
Article d’analyse Sep 05

What Red Violet, Inc.'s (NASDAQ:RDVT) 28% Share Price Gain Is Not Telling You

Red Violet, Inc. ( NASDAQ:RDVT ) shares have continued their recent momentum with a 28% gain in the last month alone...
Article d’analyse Aug 15

We Think That There Are Issues Underlying Red Violet's (NASDAQ:RDVT) Earnings

Red Violet, Inc.'s ( NASDAQ:RDVT ) stock was strong after they recently reported robust earnings. We did some analysis...
Article d’analyse Aug 07

Red Violet (NASDAQ:RDVT) Shareholders Will Want The ROCE Trajectory To Continue

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Article d’analyse Jun 26

Estimating The Fair Value Of Red Violet, Inc. (NASDAQ:RDVT)

Key Insights Red Violet's estimated fair value is US$23.66 based on 2 Stage Free Cash Flow to Equity Red Violet's...
Article d’analyse May 28

Red Violet, Inc.'s (NASDAQ:RDVT) P/S Is Still On The Mark Following 28% Share Price Bounce

Red Violet, Inc. ( NASDAQ:RDVT ) shares have had a really impressive month, gaining 28% after a shaky period...
Article d’analyse May 10

Here's Why We Think Red Violet (NASDAQ:RDVT) Might Deserve Your Attention Today

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Article d’analyse Nov 19

Red Violet's (NASDAQ:RDVT) Promising Earnings May Rest On Soft Foundations

Red Violet, Inc. ( NASDAQ:RDVT ) announced strong profits, but the stock was stagnant. Our analysis suggests that this...
Article d’analyse Nov 17

A Look At The Intrinsic Value Of Red Violet, Inc. (NASDAQ:RDVT)

Key Insights Red Violet's estimated fair value is US$25.13 based on 2 Stage Free Cash Flow to Equity With US$21.36...
Article d’analyse Jun 29

Red Violet (NASDAQ:RDVT) Might Have The Makings Of A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Article d’analyse Jun 08

Revenues Tell The Story For Red Violet, Inc. (NASDAQ:RDVT) As Its Stock Soars 36%

Red Violet, Inc. ( NASDAQ:RDVT ) shares have had a really impressive month, gaining 36% after a shaky period...
Article d’analyse Aug 14

A Look At The Intrinsic Value Of Red Violet, Inc. (NASDAQ:RDVT)

In this article we are going to estimate the intrinsic value of Red Violet, Inc. ( NASDAQ:RDVT ) by taking the expected...

Analyse de la rémunération des PDG

Comment la rémunération de Derek Dubner a-t-elle évolué par rapport aux bénéfices de Red Violet?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

US$14m

Dec 31 2025US$2mUS$505k

US$13m

Sep 30 2025n/an/a

US$11m

Jun 30 2025n/an/a

US$9m

Mar 31 2025n/an/a

US$9m

Dec 31 2024US$2mUS$484k

US$7m

Sep 30 2024n/an/a

US$5m

Jun 30 2024n/an/a

US$16m

Mar 31 2024n/an/a

US$15m

Dec 31 2023US$2mUS$459k

US$14m

Sep 30 2023n/an/a

US$13m

Jun 30 2023n/an/a

US$3m

Mar 31 2023n/an/a

US$1m

Dec 31 2022US$1mUS$417k

US$616k

Sep 30 2022n/an/a

US$376k

Jun 30 2022n/an/a

-US$626k

Mar 31 2022n/an/a

US$1m

Dec 31 2021US$2mUS$390k

US$655k

Sep 30 2021n/an/a

US$564k

Jun 30 2021n/an/a

-US$2m

Mar 31 2021n/an/a

-US$6m

Dec 31 2020US$1mUS$382k

-US$7m

Sep 30 2020n/an/a

-US$10m

Jun 30 2020n/an/a

-US$10m

Mar 31 2020n/an/a

-US$11m

Dec 31 2019US$2mUS$382k

-US$11m

Rémunération vs marché: La rémunération totale de Derek ($USD 2.12M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.69M ).

Rémunération et revenus: La rémunération de Derek a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Derek Dubner (53 yo)

8.8yrs
Titularisation
US$2,118,235
Compensation

Mr. Derek Dubner serves as Chairman of the Board at Red Violet, Inc. since April 17, 2020 and has been its Chief Executive Officer and also Director since August 2017. He had been Interim Chairman of Red V...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Derek Dubner
Chairman & CEO8.8yrsUS$2.12m3.66%
$ 29.4m
James Reilly
President8.8yrsUS$2.09m1.36%
$ 10.9m
Daniel MacLachlan
Chief Financial Officer8.8yrsUS$2.09mpas de données
James Frasche
Chief Operating Officerless than a yearpas de donnéespas de données
Angus Macnab
Chief Technology Officerno datapas de donnéespas de données
Jeffrey Dell
Chief Information Officer8.8yrspas de données0.89%
$ 7.2m
Camilo Ramirez
Senior Vice President ofno datapas de donnéespas de données
Joshua Weingard
Corporate Counsel & Corporate Secretaryno datapas de donnéespas de données
Jonathan McDonald
Executive Vice President of Public Sector2.2yrspas de donnéespas de données
8.8yrs
Durée moyenne de l'emploi
52yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de RDVT est chevronnée et expérimentée (8.8 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Derek Dubner
Chairman & CEO8.8yrsUS$2.12m3.66%
$ 29.4m
Daniel Hesse
Member of Advisory Board4.7yrspas de donnéespas de données
Gregory Strakosch
Independent Director1.2yrsUS$211.06k0.0044%
$ 35.6k
Steven Rubin
Independent Director8.2yrsUS$270.64k0.52%
$ 4.1m
William Livek
Independent Director2.3yrsUS$308.94k0.067%
$ 540.9k
Raphael Rodriguez
Member of Advisory Board4.7yrspas de donnéespas de données
Lisa Stanton
Independent Director4.8yrsUS$303.94k0.13%
$ 1.1m
Lou Alexander
Member of Advisory Board4.7yrspas de donnéespas de données
James Mirfin
Member of Advisory Board4.7yrspas de donnéespas de données
Brian Russell
Member of Advisory Board4.7yrspas de donnéespas de données
4.7yrs
Durée moyenne de l'emploi
62yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de RDVT sont considérés comme expérimentés (ancienneté moyenne 4.7 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/31 06:20
Cours de l'action en fin de journée2026/05/29 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Red Violet, Inc. est couverte par 2 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Michael NicholsB. Riley Securities, Inc.
Eric MartinuzziLake Street Capital Markets, LLC