Red Violet, Inc. (RDVT)
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
$76.14-0.38%
Close 2026-09-04 · 1-day change
NASDAQInformation TechnologySoftware - ApplicationSnapshot 2026-09-04
QuarterlyIQ Insights · RDVT
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue expanding revenue through customer additions and product adoption to capitalize on market opportunities.
Stated as a priority in 2 of last 2 quarters. Revenue grew from $21.8 million in 2025-Q2 to $26.7 million in 2026-Q2 (23% increase), with new customer additions reaching a record 447 in 2026-Q2. The trajectory is delivering consistent revenue growth aligned with management's stated focus.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Information Technology names rated strong grew net income 65% of the time over the next year (vs 52% for the rest of the cohort, n=6360).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“In Q2, we added a record 447 new customers... revenue increased 23% to $26.7 million.”
“Q1 2026 was an exceptional quarter... revenue increased 17% to $25.8 million.”
Focus on increasing adjusted EBITDA margin through operational efficiencies and cost management.
Management emphasized improving EBITDA margins in 2 of last 2 quarters. Adjusted EBITDA margin rose from 35% in 2025-Q2 to 42% in 2026-Q2, and from 38% in 2025-Q1 to 41% in 2026-Q1. This shows delivering progress on margin expansion consistent with stated priorities.
“Adjusted EBITDA margin increased to 42% from 35%.”
“Adjusted EBITDA margin increased to 41% from 38%.”
Continue repurchasing shares under the stock repurchase program to return capital to shareholders.
Stated in 2 of last 2 quarters. The company repurchased 73,250 shares through April 30, 2026 and 74,500 shares year to date through June 30, 2026 at average prices near $41.9. This shows ongoing execution of the stock repurchase program consistent with management's capital allocation priority.
“Purchased 74,500 shares year to date through June 30, 2026 at average price $41.87 per share.”
“Purchased 73,250 shares year to date through April 30, 2026 at average price $41.90 per share.”
Deploy net proceeds from recent public offering for working capital and potential strategic acquisitions.
Newly stated in 2026-Q2. The company completed a public offering raising net proceeds of approximately $109 million to be used for working capital and strategic acquisitions. This is a recent capital allocation priority with no prior quarters stating it.
“Net proceeds of approximately $109 million from offering to be used for working capital and strategic acquisitions.”
Grow the number of customers and users of key products to increase market penetration and revenue.
Over the trailing year it converted 2.35x of net income into operating cash flow. Historically, Information Technology names rated neutral grew net income 57% of the time over the next year (vs 52% for the rest of the cohort, n=4162).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, the US dollar, long-term interest rates, Fed net liquidity (low R² over the window).
8 material management or governance events in the past 24 months, led by executive changes. Historically, Information Technology names rated neutral grew net income 60% of the time over the next year (vs 57% for the rest of the cohort, n=3673).
Not investment advice. As of 2026-09-04.