NasdaqGS:RP

Stock Analysis Report

Executive Summary

RealPage, Inc. provides software and data analytics for the real estate industry in the United States.

Snowflake

Fundamentals

Proven track record with reasonable growth potential.


Similar Companies

Share Price & News

How has RealPage's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

4.4%

NasdaqGS:RP

-1.3%

US Software

0.9%

US Market


1 Year Return

6.8%

NasdaqGS:RP

19.3%

US Software

0.3%

US Market

RP underperformed the Software industry which returned 19.3% over the past year.

RP outperformed the Market in United States of America which returned 0.3% over the past year.


Share holder returns

RPIndustryMarket
7 Day4.4%-1.3%0.9%
30 Day-1.7%-2.8%-1.9%
90 Day7.0%2.3%1.6%
1 Year6.8%6.8%20.9%19.3%2.6%0.3%
3 Year141.5%141.5%116.9%108.3%41.0%31.8%
5 Year280.2%280.2%163.4%144.3%55.2%38.0%

Price Volatility Vs. Market

How volatile is RealPage's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is RealPage undervalued based on future cash flows and its price relative to the stock market?

136.8x

Price to Earnings (PE) ratio


Intrinsic Value Based on Future Cash Flows

RealPage's share price is above the future cash flow value, it's not available at a moderate discount (< 20%).

RealPage's share price is above the future cash flow value, it's not available at a substantial discount (< 40%).


Price Based on Earnings

RealPage is overvalued based on earnings compared to the US Software industry average.

RealPage is overvalued based on earnings compared to the United States of America market.


Price Based on Expected Growth

RealPage is poor value based on expected growth next year.


Price Based on Value of Assets

RealPage is good value based on assets compared to the US Software industry average.


Next Steps

Future Growth

How is RealPage expected to perform in the next 1 to 3 years based on estimates from 9 analysts?

37.8%

Forecasted annual earnings growth


Earnings and Revenue Growth Estimates


Future Annual Growth Analysis

RealPage's revenue is expected to grow by 10.4% yearly, however this is not considered high growth (20% yearly).

RealPage's earnings are expected to grow significantly at over 20% yearly.

RealPage's revenue growth is expected to exceed the United States of America market average.

RealPage's earnings growth is expected to exceed the United States of America market average.

RealPage's earnings growth is expected to exceed the low risk savings rate of 2.7%.


Earnings per Share Growth Estimates


Future Return on Equity

RealPage is not expected to efficiently use shareholders’ funds in the future (Return on Equity less than 20%).


Next Steps

Past Performance

How has RealPage performed over the past 5 years?

55.9%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

RealPage has delivered over 20% year on year earnings growth in the past 5 years.

RealPage's 1-year earnings growth exceeds its 5-year average (679.2% vs 55.9%)

RealPage's earnings growth has exceeded the US Software industry average in the past year (679.2% vs 45.5%).


Return on Equity

RealPage has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).


Return on Assets

RealPage used its assets less efficiently than the US Software industry average last year based on Return on Assets.


Return on Capital Employed

RealPage has improved its use of capital last year versus 3 years ago (Return on Capital Employed).


Next Steps

Financial Health

How is RealPage's financial position?


Financial Position Analysis

RealPage's short term (1 year) commitments are greater than its holdings of cash and other short term assets.

RealPage's cash and other short term assets cover its long term commitments.


Debt to Equity History and Analysis

RealPage's level of debt (53.3%) compared to net worth is high (greater than 40%).

The level of debt compared to net worth has increased over the past 5 years (7.7% vs 53.3% today).

Debt is well covered by operating cash flow (36.2%, greater than 20% of total debt).

Interest payments on debt are not well covered by earnings (EBIT is 2.7x annual interest expense, ideally 3x coverage).


Balance Sheet

Low level of unsold assets.

Debt is not covered by short term assets, assets are 0.9x debt.


Next Steps

Dividend

What is RealPage's current dividend yield, its reliability and sustainability?


Dividend Yield and Payments Analysis

Unable to evaluate RealPage's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.

Unable to evaluate RealPage's dividend against the top 25% market benchmark as the company has not reported any payouts.

Unable to perform a dividend volatility check as RealPage has not reported any payouts.

Unable to verify if RealPage's dividend has been increasing as the company has not reported any payouts.


Current Payout to Shareholders

Unable to calculate sustainability of dividends as RealPage has not reported any payouts.


Future Payout to Shareholders

Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.


Next Steps

Management

What is the CEO of RealPage's salary, the management and board of directors tenure and is there insider trading?

4.3yrs

Average management tenure


CEO

Steve Winn (72yo)

20.8yrs

Tenure

US$11,046,385

Compensation

Mr. Stephen T. Winn, also known as Steve, founded Realpage Inc. in 1998 and has been its Chairman and Chief Executive Officer since November 1998 and served as its President since August 1, 2012. Mr. Winn  ...


CEO Compensation Analysis

Steve's remuneration is higher than average for companies of similar size in United States of America.

Steve's compensation has been consistent with company performance over the past year, both up more than 20%.


Management Age and Tenure

4.3yrs

Average Tenure

52yo

Average Age

The tenure for the RealPage management team is about average.


Board Age and Tenure

7.5yrs

Average Tenure

65yo

Average Age

The tenure for the RealPage board of directors is about average.


Insider Trading

RealPage individual insiders have only sold shares in the past 3 months.


Recent Insider Transactions

SellUS$290,29413 Jun 19
William Chaney
EntityIndividual
Role
Senior Key Executive
Executive VP & Chief Product Officer
Shares5,000
Max PriceUS$60.00
SellUS$75,16213 Jun 19
Thomas Ernst
EntityIndividual
Role
Chief Financial Officer
Executive VP
Shares1,293
Max PriceUS$58.13
SellUS$179,61017 May 19
Alfred Berkeley
EntityIndividual
Role
Member of the Board of Directors
Director
Shares3,000
Max PriceUS$59.87
SellUS$103,79215 Mar 19
Tom Ernst Advisory
EntityCompany
Shares1,715
Max PriceUS$60.52
SellUS$606,70015 Mar 19
William Chaney
EntityIndividual
Role
Senior Key Executive
Executive VP & Chief Product Officer
Shares10,000
Max PriceUS$60.67
SellUS$992,30814 Mar 19
Ashley Chaffin-Glover
EntityIndividual
Role
Chief Operating Officer
Executive VP & COO
Shares16,489
Max PriceUS$60.18
SellUS$290,20012 Mar 19
Alfred Berkeley
EntityIndividual
Role
Member of the Board of Directors
Director
Shares5,000
Max PriceUS$58.04
SellUS$8,781,77806 Mar 19
Seren Capital, Ltd.
EntityCompany
Shares150,000
Max PriceUS$58.95
SellUS$153,03017 Dec 18
William Chaney
EntityIndividual
Role
Senior Key Executive
Executive VP & Chief Product Officer
Shares3,000
Max PriceUS$51.01
SellUS$2,502,00030 Nov 18
William Chaney
EntityIndividual
Role
Senior Key Executive
Executive VP & Chief Product Officer
Shares50,000
Max PriceUS$50.04
SellUS$196,60014 Nov 18
Alfred Berkeley
EntityIndividual
Role
Member of the Board of Directors
Director
Shares4,000
Max PriceUS$49.15
SellUS$343,07013 Nov 18
Charles Kane
EntityIndividual
Role
Member of the Board of Directors
Director
Shares6,500
Max PriceUS$52.78
SellUS$1,545,16811 Sep 18
W. Hill
EntityIndividual
Shares25,000
Max PriceUS$62.01
SellUS$60,60011 Sep 18
Alfred Berkeley
EntityIndividual
Role
Member of the Board of Directors
Director
Shares1,000
Max PriceUS$60.60
SellUS$1,567,25006 Sep 18
William Chaney
EntityIndividual
Role
Senior Key Executive
Executive VP & Chief Product Officer
Shares25,000
Max PriceUS$62.69
SellUS$1,231,00004 Sep 18
David Monk
EntityIndividual
Role
Chief Legal Officer
Executive VP
Shares20,000
Max PriceUS$61.55
SellUS$1,538,75004 Sep 18
W. Hill
EntityIndividual
Shares25,000
Max PriceUS$61.55
SellUS$1,107,36004 Sep 18
Ashley Chaffin-Glover
EntityIndividual
Role
Chief Operating Officer
Executive VP & COO
Shares18,000
Max PriceUS$61.52

Ownership Breakdown


Management Team

  • Steve Winn (72yo)

    Chairman

    • Tenure: 20.8yrs
    • Compensation: US$11.05m
  • Tom Ernst (50yo)

    Executive VP

    • Tenure: 0.6yrs
  • Kurt Twining (64yo)

    Senior VP & Chief People Officer

    • Tenure: 8.1yrs
  • Ashley Chaffin-Glover (47yo)

    Executive VP & COO

    • Tenure: 1.6yrs
    • Compensation: US$3.24m
  • Andrea Massey

    Senior Vice President of Marketing

    • Tenure: 0.0yrs
  • Norman Denler

    Senior Vice President of Performance Engineering

    • Tenure: 0.0yrs
  • William Chaney (48yo)

    Executive VP & Chief Product Officer

    • Tenure: 7.0yrs
    • Compensation: US$2.94m
  • David Monk (52yo)

    Executive VP

    • Tenure: 4.3yrs
    • Compensation: US$1.30m
  • Rhett Butler

    Investor Relations

    • Tenure: 0.0yrs
  • Kandis L. Thompson (52yo)

    Senior VP & Chief Accounting Officer

    • Tenure: 1.1yrs

Board Members

  • Peter Gyenes (74yo)

    Director

    • Tenure: 9.6yrs
    • Compensation: US$278.00k
  • Jeffrey Leeds (63yo)

    Director

    • Tenure: 19.7yrs
    • Compensation: US$257.00k
  • Chuck Kane (62yo)

    Director

    • Tenure: 7.2yrs
    • Compensation: US$277.00k
  • AI Berkeley (74yo)

    Director

    • Tenure: 15.7yrs
    • Compensation: US$251.00k
  • Scott Ingraham (65yo)

    Director

    • Tenure: 7.5yrs
    • Compensation: US$263.00k
  • Jason Wright (48yo)

    Lead Independent Director

    • Tenure: 7.5yrs
    • Compensation: US$284.00k
  • Steve Winn (72yo)

    Chairman

    • Tenure: 20.8yrs
    • Compensation: US$11.05m

Company Information

RealPage, Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: RealPage, Inc.
  • Ticker: RP
  • Exchange: NasdaqGS
  • Founded: 1998
  • Industry: Application Software
  • Sector: Software
  • Market Cap: US$5.756b
  • Shares outstanding: 92.44m
  • Website: https://www.realpage.com

Number of Employees


Location

  • RealPage, Inc.
  • 2201 Lakeside Boulevard
  • Richardson
  • Texas
  • 75082
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
RPNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDAug 2010
1R1DB (Deutsche Boerse AG)YesCommon StockDEEURAug 2010

Biography

RealPage, Inc. provides software and data analytics for the real estate industry in the United States. It offers OneSite, a property management solution for multi-family, affordable property, rural housing ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/08/21 00:35
End of Day Share Price2019/08/20 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.