Rapid7 reported second-quarter results that included sales of $211 million, down 1.5%, and adjusted operating margin of 14%, down 300 basis points. The firm also announced a 12% workforce reduction, which it expects to boost adjusted margins in 2026 and beyond.
Rapid7 has strong secular tailwinds in endpoint security and security operations where both markets are projected to grow rapidly.
The firm will likely have poor operating leverage and cash flow for the next few years, making it difficult to invest in order to stay competitive.
|
Metric
|
RPD
|
QLYS
|
CRWD
|
|---|---|---|---|
Price/Earnings (Normalized) | 10.47 | 24.29 | 211.14 |
Price/Book Value | 4.45 | 11.47 | 47.67 |
Price/Sales | 1.01 | 9.48 | 43.09 |
Price/Cash Flow | 5.63 | 20.85 | 118.93 |
|
Metric
|
RPD
|
QLYS
|
CRWD
|
|---|---|---|---|
Quick Ratio | 0.73 | 1.27 | 1.33 |
Current Ratio | 0.80 | 1.38 | 1.53 |
Interest Coverage | 0.98 | — | −5.86 |
|
Metric
|
RPD
|
QLYS
|
CRWD
|
|---|---|---|---|
Return on Assets (Normalized) | 5.92% | 25.33% | 10.48% |
Return on Equity (Normalized) | 67.73% | 49.12% | 26.01% |
Return on Invested Capital (Normalized) | 8.02% | 41.44% | 18.88% |
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1-Day Chart
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