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Rapid7 Inc.RPDCompetitor analysis, valuation and peers

United States · USD·Information Technology›Information Technology Services
Momentum leader 98
Mkt cap
$989M
US dollars, full cap
Free float
95%
of shares outstanding
$/day
$32.3M
20-day average traded
Fwd P/E
7.7×
forward earnings
ROIC−WACC
-5.2 pp
WACC 7.4%
Hurdle
+5 pp
Req g minus delivered
Next earnings
96 days
10 Feb 2027
Close · USD$14.68
1D-4.9%
1W-11.3%
1M+13.3%
3M+26.4%
6M+112.8%
YTD-3.4%
1Y+3.0%
ATR %8.7%
Beta0.63
52w lowhigh20.9% off high

What Rapid7 does

Employees: 2,613

Rapid7 at a glance

Size Rapid7 (RPD) is a United States Information Technology company (Information Technology Services) with a market value of $989M, the 2253rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $14.68 on 6 Nov 2026.

Performance Over six months the shares gained 112.8%, against +4.4% for the median peer and -1.1% for the United States market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 0.1% over the last twelve months (peer median +6.3%); the operating margin is 1.5% (peer median 5.5%).

Valuation It trades at 7.7× forward earnings against a peer median of 16.5× (cheapest of 15).

Price implies For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.

Capital Return on invested capital runs 5.2 points below its cost of capital (7.4% WACC).

Credit Rapid7 has 2 bonds outstanding ($900M).

Short interest Short interest is 11.3% of the free float (15 Oct 2026).

Next results Next results expected around 10 Feb 2027 (exchange calendar; dates can move).

Relative performance

10020011 May 202611 Aug 20266 Nov 2026RPD 230Peer median 104
Six months, rebased to 100: Rapid7 against the median of its 20 peers (local-currency closes).

Rapid7 financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$856M$860M$844M$778M$685M
Revenue growth—+2%+9%+14%—
Gross profit$585M$595M$581M$531M$456M
EBITDA$58.0M$57.5M$80.5M$15.0M-$70.5M
Net income$20.1M$23.4M$25.5M-$153M-$125M
Free cash flow$144M$145M$168M$99.9M$57.8M
Capital expenditure$24.8M$23.7M$17.6M$20.2M$37.5M
Total debt$962M$968M$1.02B$1.02B$914M

Quarterly statements and history in the cockpit →

Rapid7 competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

0%+50%+100%-20%0%+20%00242130022630030023170023804DX000503ASEGDYN300168E2ETANLA446ANA90030409682ANOD-BMAXRPD6-month return →1-month return →
Up and to the right = strong over both horizons. Rapid7 is the large dot.

Fundamentals: revenue growth against valuation

0%+100%+200%0×200×400×3002262317300168E2E446A003040RPDRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Rapid7 is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%0024213002262317002380600797ASEGDYN300168TANLANA99682MAXRPDGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Rapid7 is the large dot.

Rapid7 competitors and peer comparison

How Rapid7 compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Rapid7 against its 20 peers (data as of 6 Nov 2026)
MeasureRPDPeer medianRank in peer set
1-month return+13.3%-1.1%5th highest of 21
6-month return+112.8%+4.4%highest of 21
Distance from 52-week high-20.9%-41.2%9th highest of 21
Revenue growth (TTM)+0.1%+6.3%6th lowest of 21
Operating margin1.5%5.5%10th lowest of 21
Forward P/E7.7×16.5×cheapest of 15
Growth the price implies (Req g, 7 yrs)21.4%5.3%3rd most demanding of 15
Growth delivered (Del g)+15.9%+9.2%4th highest of 14
Hurdle (Req g minus delivered)+5.5 pp-4.3 pp4th most demanding of 14
ROIC minus cost of capital-5.2 pp-1.2 pp8th lowest of 20
EV / EBITDA21.5×10.0×3rd most expensive of 11
Net debt / EBITDA4.5×-0.9×most indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Rapid7 RPDUnited States$989M+113%0%2%7.7×21.4%+15.9%
Shenzhen Das Intellitech 002421.SZChina$996M+5%-17%-17%n/a14.8%-8.8%
Shanghai Ganglian E-Commerce 300226.SZChina$979M-21%+1%0%19.9×6.1%+3.9%
Strait Innovation Internet 300300.SZChina$964M-23%-8%-66%n/an/an/a
Systena 2317.TJapan$1.02B+4%+6%16%14.5×-10.9%+9.2%
Nanjing Sciyon Wisdom Technology 002380.SZChina$957M-22%+7%12%16.2×11.3%+17.4%
4DMedical 4DX.AXAustralia$952M-33%+21%-814%n/an/an/a
China Reform Health Management & Services 000503.SZChina$1.03B-11%+6%-45%n/an/an/a
Insigma Technology 600797.SSChina$943M-28%-13%0%n/a20.0%-2.9%
Asseco South Eastern Europe ASE.WAPoland$940M+20%+7%16%16.0×-0.9%+11.9%
Grid Dynamics GDYNUnited States$1.05B+88%+7%4%21.8×27.8%+29.9%
Wonders Information 300168.SZChina$1.05B-16%+3%-17%487.0×51.6%-7.6%
E2E Networks E2E.NSIndia$1.06B+49%+252%28%60.1×n/an/a
Tanla Platforms TANLA.NSIndia$915M+14%+18%14%14.6×15.0%+13.5%
ArcherMind Technology 300598.SZChina$906M-24%+7%-5%n/an/an/a
Northsand,Inc 446A.TJapan$1.11B+99%+60%21%26.0×2.3%n/a
Nagarro NA9.DEGermany$1.12B+78%+1%8%16.9×3.8%+18.4%
Chutian Dragon 003040.SZChina$869M-15%-23%-7%40.5×n/an/a
DTS 9682.TJapan$1.14B+14%0%12%15.5×-9.1%+8.4%
Addnode ANOD-B.STSweden$859M+35%+5%10%16.0×4.5%+8.8%
MediaAlpha MAXUnited States$841M+56%+15%7%12.1×-0.7%+13.7%

Rapid7 bonds and credit

Rapid7 has 2 bonds outstanding with $900M face value.

Every bond, yield and spread in the cockpit →

Questions

Which companies are Rapid7's closest peers?
The cockpit's peer set: Shenzhen Das Intellitech (002421.SZ), Shanghai Ganglian E-Commerce (300226.SZ), Strait Innovation Internet (300300.SZ), Systena (2317.T), Nanjing Sciyon Wisdom Technology (002380.SZ), 4DMedical (4DX.AX), China Reform Health Management & Services (000503.SZ), Insigma Technology (600797.SS).
Is Rapid7 expensive compared with its peers?
On forward p/e it trades at 7.7× against a peer median of 16.5×, cheapest of 15 in its peer set. For today's price to make sense, revenue must grow about 21% a year for seven years (Req g). Recent delivered growth is +16%, so the hurdle is +5 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
How has Rapid7 stock performed?
Over six months to 6 Nov 2026 the shares returned +112.8% against +4.4% for the median peer; over one year +3.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.