RDVTRed Violet, Inc.
Services-Prepackaged Software
- Revenue
- $90M
- 20% YoY
- Operating margin
- 14.6%
- 38% YoY
- EBITDA
- $24M
- 36% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- -2.1×
- −$50M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear223% of net incomeCash flow under 80% of net income
- Dilutive SBCClear7% of revenueOver 10% of revenue
- Payouts exceed cash flowClear3% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear4% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $44M | $53M | $60M | $75M | $90M | 20% |
| Operating income | −$1M | $361K | $3M | $8M | $13M | 66% |
| Net income | $655K | $616K | $14M | $7M | $13M | 88% |
| Operating cash flow | $9M | $12M | $15M | $24M | $29M | 22% |
| Capex | $280K | $373K | $122K | $169K | $563K | 233% |
| Stock-based comp | $7M | $6M | $5M | $6M | $7M | 9.3% |
| Buybacks | — | $878K | $4M | $6M | $915K | 84% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $2M | $4M | 247 | — |
| FY2024 | $2M | $3M | 157 | — |
| FY2023 | $2M | $1M | 87 | — |