Segment Shift | Rapid7's business portfolio transformation shows D&R/MDR segment growing at mid-teens while traditional Vulnerability Management faces declining demand and customer churn. |
Financial Crossroads | Despite exceeding Q1 expectations with $210.3M revenue and $0.49 EPS, Rapid7 reset its ARR guidance to flat year-over-year with analyst price targets ranging from $18 to $30. |
Explore Market Challenges | Macroeconomic uncertainty creates cautious spending, particularly among mid-market customers, with increased deal scrutiny and budget constraints affecting Rapid7's growth trajectory. |
Growth Potential | Discover how Rapid7's D&R/MDR segment, now over 50% of business mix, could offset VM weakness while recent deal slippage recovery suggests pipeline remains intact despite pressures. |
Metrics to compare | RPD | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipRPDPeersSector | |
|---|---|---|---|---|
P/E Ratio | 21.5x | 13.5x | 12.6x | |
PEG Ratio | −1.36 | 0.33 | 0.01 | |
Price/Book | 2.8x | 3.1x | 2.4x | |
Price / LTM Sales | 0.6x | 3.1x | 2.4x | |
Upside (Analyst Target) | −2.9% | 24.5% | 24.0% | |
Fair Value Upside | Unlock | 31.1% | 4.2% | Unlock |
Rapid7, Inc. provides cybersecurity software and services under the Rapid7, Nexpose, and Metasploit brand names. It offers Rapid7 Agent, a software-based agent that is used on assets across on-premises and cloud environments to centralize and monitor data on company’s platform; Rapid7 Network Sensor that analyzes raw end-to-end network traffic to increase visibility into user activity, pinpoint real threats, and investigations; Rapid7 Cloud Event Data Harvesting that offers visibility into changes made to cloud resources; and third-party integrations and ecosystem, as well as orchestration and automation solutions. It also offers various platforms, including Rapid7 managed threat complete consisting of managed detection response that delivers end-to-end threat detection and response; Incident Command, a security information and event management, and extended detection and response solution; Incident Response Services to prepare and respond to potential breaches; Threat Intelligence; Managed Digital Risk Protection; Exposure Command, an exposure management to provide attack surface visibility; and Command Essentials to provide strong security for workloads leveraging real-time visibility, identity analysis, and automated remediation. In addition, it provides Surface Command, a Cyber Asset Attack Service Management solution to detect and prioritize security issues from endpoint to cloud; Vector Command, a continuous red-teaming service that validates the external attack surface exposures and tests defenses; Rapid7 Cloud Security, a cloud risk and compliance management solution; Rapid7 Application Security, a dynamic application security testing tool; and Rapid7 Vulnerability Management, a vulnerability management solution that provides visibility across on-premise and remote endpoints for security. Further, it offers offloads day-to-day, advisory, and professional services. The company was incorporated in 2000 and is headquartered in Boston, Massachusetts.