Red Violet Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Red Violet Inc (RDVT) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Red Violet Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 99M vs 1,412,242M combined for tracked competitors (0.0% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+7.9% annualized vs trailing 12 months), vs accelerating (+4.7%) for its tracked peer group.
- Growth: Red Violet Inc generated 22.7% revenue growth year over year in Q2 2026, vs 12.3% for its tracked competitors combined.
- Profitability: Its 18.6% net margin compares with 28.2% for the peer group.
- Scale: Red Violet Inc ranks #115 of 260 companies by market capitalization in the Software & Programming industry, holding 0.0% of industry market cap.
- Peer revenue share: Red Violet Inc accounted for 0.0% of combined revenue among its tracked peer group, up from 0.0% a year earlier.
- Peer differentiation: Revenue per employee of $0.40M compares with $0.44M for the peer group (0.9x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
RDVT Sales vs. its Competitors, Q2 2026
Red Violet Inc reported revenue growth of 22.71 % year on year in Q2 2026, above its competitors' combined revenue growth of 12.29 %.
With a net margin of 18.56 %, Red Violet Inc reported lower profitability than its competitors (28.15 %).
Red Violet Inc generated 0.01 % of the combined sales of its peer group, up from 0.01 % a year earlier.
Red Violet Inc vs. its Competitors, Q2 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Red Violet Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Red Violet Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (9) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (6) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Red Violet Inc's competitor groups requires a Commercial License.
For context: the Software & Programming industry grew revenue 16.0% year over year, combined, vs 22.7% for Red Violet Inc. Red Violet Inc's share of combined industry revenue moved from 0.01% to 0.01%, a gain of 0.00 percentage points.
Red Violet Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Red Violet Inc | Yes | Yes | Yes | No |
| Competitors combined (36) | ||||
| Similar-Size Competitors (10) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 50.00 % (4 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
RDVT Stock Performance relative to its Competitors
RDVT Stock Performance relative to Similar-Size Competitors
RDVT Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Upland Software Inc | 282.9% | Outperformed |
| 2 | Paycor Hcm Inc | 282.9% | Outperformed |
| 3 | Amazon com Inc | 282.9% | Outperformed |
| 4 | Amplitude Inc | 282.9% | Outperformed |
| 5 | Expensify Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Red Violet Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Red Violet Inc's Comment on Competition and Industry Peers
Our competitors vary widely in size and nature of the products and services they offer. There are a large number of competitors who offer products and services in specialized areas, such as fraud prevention, risk management and decisioning solutions. We believe our innovative technology, analytical capabilities, robust and unified database, and the intelligent design of our cloud-native infrastructure will allow us to differentiate ourselves from our competition in flexibility, capability, service and price.
Some of our competitors have substantially greater financial, technical, sales and marketing resources, better name recognition and a larger customer base. Even if we introduce advanced products that meet evolving customer requirements in a timely manner, there can be no assurance that our new products will gain market acceptance.
Certain companies in the data and analytics sector have expanded their product lines or technologies in recent years as a result of acquisitions. Further, more companies have developed products which conform to existing and emerging industry standards and have sought to compete on the basis of price. We anticipate increased competition from large data and analytics vendors. Increased competition in the data and analytics sector could result in significant price competition, reduced profit margins or loss of market share, any of which could have a material adverse effect on our business, operating results and financial condition. There can be no assurance that we will be able to compete successfully in the future with current or new competitors.
Publicly Traded Peers of Red Violet Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Red Violet Inc | 1,137.05 | 99.02 |
| Microsoft Corporation | 3,795,216.66 | 331,839.00 |
| Amazon com Inc | 2,683,773.45 | 776,231.00 |
| Palantir Technologies Inc | 481,578.75 | 6,156.87 |
| Oracle Corporation | 397,830.00 | 73,266.00 |
| Sap Se | 246,009.75 | 41,216.00 |
| SUBTOTAL | 8,407,323.79 | 1,460,902.39 |
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Sources: Red Violet Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Red Violet Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Red Violet Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Microsoft Corporation | Productivity and Business Processes 42.19 % |
| Amazon com Inc | North America 57.75 % |
| Palantir Technologies Inc | Government Operating 51.15 % |
| Oracle Corporation | Cloud and Software Business 83.96 % |
| International Business Machines Corporation | Software 45.22 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Red Violet Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Red Violet Inc | 1,137 | 396,092 | 65,504 |
| Microsoft Corporation | 3,795,217 | 1,488,067 | 599,771 |
| Amazon com Inc | 2,683,773 | 492,532 | 85,838 |
| Palantir Technologies Inc | 481,579 | 1,390,126 | 684,290 |
| Oracle Corporation | 397,830 | 519,617 | 134,184 |
| Sap Se | 246,010 | 374,691 | 74,592 |
| PEERS TOTAL | 8,406,187 | 439,707 | 90,236 |
Red Violet Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Microsoft Corporation | US 51.47 % |
| Oracle Corporation | Americas 63.46 % |
| International Business Machines Corporation | Americas 49.04 % |
| Salesforce Inc | Americas 64.97 % |
| Servicenow Inc | North America 63.26 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Red Violet Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 236 companies in Red Violet Inc's industry classification, broader than the peer set above. Market cap in millions of $.Red Violet Inc ranks #115 of 236 companies by market capitalization in its industry, holding 0.01 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 2,661, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Microsoft Corporation | 3,756,759 | 50.30 % |
| 2 | Palantir Technologies Inc | 486,305 | 6.51 % |
| 3 | Oracle Corporation | 388,902 | 5.21 % |
| 4 | Sap Se | 268,701 | 3.60 % |
| 5 | Crowdstrike Holdings Inc | 1,234 | 5.2% |
| 6 | Salesforce Inc | 1,234 | 5.2% |
| 7 | Shopify Inc | 1,234 | 5.2% |
| 8 | Full Truck Alliance Co Ltd | 1,234 | 5.2% |
| 9 | Servicenow Inc | 1,234 | 5.2% |
| 10 | Cloudflare Inc | 1,234 | 5.2% |
| 115 | Red Violet Inc | 1,119 | 0.01 % |
Market cap and industry share for the rest of Red Violet Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-09-28.
Red Violet Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 110 | Evercommerce Inc | 1,371 | -33.13 % |
| 111 | Vertex Inc | 1,360 | -55.95 % |
| 112 | Bigbear ai Holdings Inc | 1,313 | -61.62 % |
| 113 | Sprinklr Inc | 1,158 | -37.64 % |
| 114 | Coursera Inc | 1,234 | 12.3% |
| 115 | Red Violet Inc | 1,119 | 50.44 % |
| 116 | Pagerduty Inc | 1,234 | 12.3% |
| 117 | Tuya Inc | 1,234 | 12.3% |
| 118 | Zoominfo Technologies Inc | 1,234 | 12.3% |
| 119 | Red Cat Holdings Inc | 1,234 | 12.3% |
| 120 | Backblaze Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Red Violet Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-09-28. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Red Violet Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Software & Programming industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (343 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 84.70 % | 64.28 % (avg) | +20.4 pp |
| Operating Margin | 17.89 % | industry median | +20.6 pp |
| EBITDA Margin | 36.16 % | 2.53 % (avg) | +33.6 pp |
| Capital Intensity (Capex / Revenue) | 13.02 % | 4.79 % (avg) | +8.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Red Violet Inc's Valuation vs Competitive Position
Valuation multiples vs the Software & Programming industry average (343 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 50.5x | 39.5x | +11.1x |
| EV / EBITDA | 21.7x | 21.7x | +0.1x |
| P/B | 7.9x | 5.4x | +2.5x |
| Return on Equity | 15.64 % | industry aggregate | -9.56 % |
| Return on Invested Capital | 8.34 % | -0.26 % (avg) | 8.60 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Red Violet Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|
| Revenue Growth | 500.00 % | 14.20 % | 27.28 % | 21.12 % | 12.91 % | 24.89 % | 20.03 % |
| Operating Margin | -37.02 % | -19.75 % | -2.99 % | 0.68 % | 4.16 % | 10.53 % | 14.56 % |
| Return on Invested Capital | -14.01 % | -7.59 % | -1.21 % | 0.25 % | 1.53 % | 4.48 % | 6.62 % |
| P/E | - | - | 794.4x | 395.0x | 20.8x | 71.5x | 59.1x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Red Violet Inc's Strategic Group Map
Every company in Red Violet Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Red Violet Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Red Violet Inc's BCG Growth-Share Matrix
Relative market share (vs Red Violet Inc's largest competitor by market cap) against industry revenue growth, using the standard textbook thresholds (1.0x share, 10% growth) a common framework, not a precision instrument.
Red Violet Inc falls in the Question Mark quadrant: relative market share of 0.00x vs its largest competitor, in an industry growing revenue 11.6% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution. A caveat worth reading alongside this chart: Microsoft Corporation alone holds 50% of this industry's market cap. In an industry this dominated by one leader, the framework will place nearly every OTHER company in "Dog" or "Question Mark" purely because relative share is measured against that leader, regardless of how strong those other companies actually are on their own fundamentals. Check the Profitability, Valuation and Financial Strength sections above before treating this quadrant label as a verdict.
Red Violet Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 2,661 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 13.02 % vs industry average 4.79 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Red Violet Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Red Violet Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Red Violet Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Red Violet Inc falls in the Medium attractiveness / Medium strength cell: Selective.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Red Violet Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Operating margin 20.6 points above the industry median.
- Latest-quarter revenue run-rate is accelerating (+7.9% annualized vs trailing 12 months).
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 9.6 points below the industry aggregate.
- Low relative market share vs the industry leader (0.00x).
Opportunities
- Industry revenue growing at a healthy 11.6% median pace.
Threats
- Industry dominated by Microsoft Corporation, holding 50.30 % of industry market cap.
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Red Violet Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Red Violet Inc | 7.05 | 9.16 | - |
| Microsoft Corporation | 0.13 | 1.31 | 0.11 |
| Amazon com Inc | 0.38 | 1.07 | 0.21 |
| Palantir Technologies Inc | 1.40 | 6.94 | - |
| Oracle Corporation | 0.72 | 1.12 | 2.83 |
| Sap Se | 0.47 | 1.16 | - |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Red Violet Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Red Violet Inc | Q2 2026 | +22.7 % | +84.7 % |
| Microsoft Corporation | Q2 2026 | +17.7 % | +31.3 % |
| Amazon com Inc | Q2 2026 | +19.9 % | +244.9 % |
| Palantir Technologies Inc | Q2 2026 | +93.0 % | +224.4 % |
| Oracle Corporation | Q3 2026 | +24.0 % | +62.6 % |
| Sap Se | Q4 2025 | +7.7 % | +132.6 % |
| PEERS TOTAL | +16.5 % | +63.3 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Red Violet Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Red Violet Inc | Q2 2026 | +9.1 % | +27.5 % |
| Microsoft Corporation | Q2 2026 | +22.9 % | +109.6 % |
| Amazon com Inc | Q2 2026 | +18.5 % | +300.3 % |
| Palantir Technologies Inc | Q2 2026 | +54.6 % | +90.6 % |
| Oracle Corporation | Q3 2026 | - | +235.2 % |
| Sap Se | Q4 2025 | +8.0 % | - |
Red Violet Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Red Violet Inc | 14.33% | 15.19% | 15.64% |
| Microsoft Corporation | 19.76% | 22.48% | 34.22% |
| Amazon com Inc | 15.21% | 23.40% | 30.50% |
| Palantir Technologies Inc | 31.17% | 34.61% | 37.17% |
| Oracle Corporation | 7.73% | 9.84% | 44.45% |
| Sap Se | 10.41% | 13.84% | 16.25% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Red Violet Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Red Violet Inc | 69.71 | 11.48 |
| Microsoft Corporation | 28.37 | 11.44 |
| Amazon com Inc | 19.79 | 3.46 |
| Palantir Technologies Inc | 160.24 | 78.22 |
| Oracle Corporation | 20.79 | 5.43 |
| Sap Se | 34.35 | 5.97 |
| PEERS AVERAGE | 28.04 | 5.75 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.