RPD
Rapid7, Inc.

Rapid7, Inc.RPD

Technology · Software - Infrastructure
12.85USD
+3.05%
Sep 23, 2026
RPD overview ready
Integrated Exposure and Detection Platform Enhancing Hybrid Environment Security
Rapid7 is a cybersecurity platform and managed-services provider spanning exposure management, vulnerability management, cloud and application security, next-generation SIEM, managed detection and response, threat intelligence, and security automation.
Strong narrative exposure
Exposed to the Enterprise Cybersecurity Modernization narrative through Security Operations and Endpoint Consolidation — pure play.
Advancing price action
Longer-term context reads early recovery, with a near-term setup of daily advance.
Attractive valuation
Current market expectations look undemanding relative to the cash the business actually produces.
Solid fundamentals
Free cash flow yield is strong.
Primary risk
Intense competition in cybersecurity software.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 5

Conviction Level

NarrativeHeat8.0ThemeHeat8.0PriceAction9.4Valuation6.6CompanyPosition9.3
Price
Loading price history…

Price Action

Advancing price action
Longer-term context reads early recovery, with a near-term setup of daily advance.
EntryConstructive

Structure is constructive on both timeframes without excessive extension — a reasonable entry location.

Key Financials

Market Cap
$866.1M
Avg Volume (60D)
2.2M
60 sessions
Revenue Growth YoY
+1.9%
FY2025 vs FY2024
Gross Margin
+69.3%
Trailing twelve months
Operating Margin
+1.2%
Trailing twelve months
Free Cash Flow Yield
+16.7%
Distance from 200DMA
+32.8%
Next Earnings
2026-11-03
P/E
43.0x
EV / EBITDA
8.3x
EV / Sales
0.5x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Jun 30, 2026

Fundamentals & Valuation

All three valuation perspectives agree this company is cheap.
Rapid7, Inc. has a Cheap valuation stance because current market expectations look undemanding relative to the cash the business actually produces. It trades at a 16.7% free-cash-flow yield and 8.3x EBITDA, which the underlying economics comfortably support.

What changed

  • RPD rose 24.1% in one session
    RPD closed +24.1% while the broad market was close to flat (-0.5%).
    2026-09-14

Company Research

Thesis
Rapid7 is a cybersecurity platform and managed-services provider spanning exposure management, vulnerability management, cloud and application security, next-generation SIEM, managed detection and response, threat intelligence, and security automation.
Opportunity
Moderate opportunity
Enterprise consolidation of security telemetry, endpoint visibility, detection-and-response workflows, and remediation context to improve security-operations efficiency across hybrid environments.
Key risk
Intense competition in cybersecurity software.

Narrative & Theme

Enterprise Cybersecurity Modernization
Part of Security Operations and Endpoint Consolidation, with strong fit.
RPD has a genuine, direct fit with Enterprise Cybersecurity Modernization. Its principal economic exposure is enterprise demand to consolidate fragmented security operations while continuously identifying, prioritizing, and remediating exposures.
Narrative HeatHeating up8.0 / 10
Theme HeatHeating up8.0 / 10

Business & Markets

Technology · Software - Infrastructure
What they do

Rapid7, Inc. provides cybersecurity software and services that help organizations monitor, detect, and respond to security threats across on-premises and cloud environments through its platform and integrated tools.

How it earns

The company primarily generates revenue through subscription-based software and service offerings.

Products & services
Rapid7 Agent
Rapid7 Network Sensor
Rapid7 Cloud Event Data Harvesting
Nexpose
Metasploit
Customers & end markets
Enterprises
Organizations requiring cybersecurity solutions
Market position

Rapid7 is a recognized player in cybersecurity software, positioned as a challenger with a focus on integrated detection and response solutions.

Demand drivers
Low cyclicality

Cybersecurity spending tends to be steady due to ongoing security needs and regulatory requirements.