Red Violet, Inc.

Report azionario NasdaqCM:RDVT

Capitalizzazione di mercato: US$662.1m

Red Violet Gestione

Criteri Gestione verificati 4/4

Red Violet Il CEO è Derek Dubner, nominato in Aug2017, e ha un mandato di 8.75 anni. la retribuzione annua totale è $ 2.12M, composta da 23.9% di stipendio e 76.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 3.66% delle azioni della società, per un valore di $ 24.24M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.8 anni e 4.7 anni.

Informazioni chiave

Derek Dubner

Amministratore delegato

US$2.1m

Compenso totale

Percentuale dello stipendio del CEO23.86%
Mandato del CEO8.8yrs
Proprietà del CEO3.7%
Durata media del management8.8yrs
Durata media del Consiglio di amministrazione4.7yrs

Aggiornamenti recenti sulla gestione

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
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Articolo di analisi 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
Articolo di analisi 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...
Articolo di analisi 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...
User avatar
Nuova narrazione 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
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Derek Dubner rispetto agli utili di Red Violet?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Derek ($USD 2.12M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.75M ).

Compensazione vs guadagni: La retribuzione di Derek è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Derek Dubner (53 yo)

8.8yrs
Mandato
US$2,118,235
Compensazione

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...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Derek Dubner
Chairman & CEO8.8yrsUS$2.12m3.66%
$ 24.2m
James Reilly
President8.8yrsUS$2.09m1.36%
$ 9.0m
Daniel MacLachlan
Chief Financial Officer8.8yrsUS$2.09mNessun dato
James Frasche
Chief Operating Officerless than a yearNessun datoNessun dato
Angus Macnab
Chief Technology Officerno dataNessun datoNessun dato
Jeffrey Dell
Chief Information Officer8.8yrsNessun dato0.89%
$ 5.9m
Camilo Ramirez
Senior Vice President ofno dataNessun datoNessun dato
Joshua Weingard
Corporate Counsel & Corporate Secretaryno dataNessun datoNessun dato
Jonathan McDonald
Executive Vice President of Public Sector2.2yrsNessun datoNessun dato
8.8yrs
Durata media
52yo
Età media

Gestione esperta: Il team dirigenziale di RDVT è esperto e expertise (durata media dell'incarico 8.8 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Derek Dubner
Chairman & CEO8.8yrsUS$2.12m3.66%
$ 24.2m
Daniel Hesse
Member of Advisory Board4.7yrsNessun datoNessun dato
Gregory Strakosch
Independent Director1.2yrsUS$211.06k0.0044%
$ 29.4k
Steven Rubin
Independent Director8.2yrsUS$270.64k0.52%
$ 3.4m
William Livek
Independent Director2.3yrsUS$308.94k0.067%
$ 446.6k
Raphael Rodriguez
Member of Advisory Board4.7yrsNessun datoNessun dato
Lisa Stanton
Independent Director4.8yrsUS$303.94k0.13%
$ 877.2k
Lou Alexander
Member of Advisory Board4.7yrsNessun datoNessun dato
James Mirfin
Member of Advisory Board4.7yrsNessun datoNessun dato
Brian Russell
Member of Advisory Board4.7yrsNessun datoNessun dato
4.7yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RDVT sono considerati esperti (durata media dell'incarico 4.7 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/18 01:20
Prezzo dell'azione a fine giornata2026/05/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Red Violet, Inc. è coperta da 2 analisti. 2 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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