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17.57 (1y: -13%)
Market Cap 1.33 B P/E(ttm) 292.70
Enterprise Value 1.3 B P/B 5.20
RP- NAS (USA)
Realpage, Inc.
Not Rated
Top Ranked Predictable Companies
$17.57
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GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength

vs
industry		 vs
history
Cash to Debt 3.38
RP's Cash to Debt is ranked higher than
57% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 7.41 vs. RP: 3.38 )
RP' s 10-Year Cash to Debt Range
Min: 0.09   Max: 3.38
Current: 3.38
0.09
3.38
Equity to Asset 0.634
RP's Equity to Asset is ranked higher than
67% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 0.56 vs. RP: 0.634 )
RP' s 10-Year Equity to Asset Range
Min: -0.97   Max: 0.63
Current: 0.63
-0.97
0.63
Interest Coverage 5.6
RP's Interest Coverage is ranked higher than
54% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 25.60 vs. RP: 5.6 )
RP' s 10-Year Interest Coverage Range
Min: 1   Max: 6
Current: 5.6
1
6
F-Score: 7
Z-Score: 6.32
M-Score: -2.99
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth

vs
industry		 vs
history
Operating margin (%) 3.60
RP's Operating margin (%) is ranked higher than
60% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 4.30 vs. RP: 3.60 )
RP' s 10-Year Operating margin (%) Range
Min: -0.3   Max: 4.9
Current: 3.6
-0.3
4.9
Net-margin (%) 1.6
RP's Net-margin (%) is ranked higher than
58% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 2.70 vs. RP: 1.6 )
RP' s 10-Year Net-margin (%) Range
Min: -2.9   Max: 20.2
Current: 1.6
-2.9
20.2
ROE (%) 2
RP's ROE (%) is ranked higher than
56% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 4.70 vs. RP: 2 )
RP' s 10-Year ROE (%) Range
Min: -0.6   Max: 2
Current: 2
-0.6
2
ROA (%) 1.3
RP's ROA (%) is ranked higher than
56% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 2.90 vs. RP: 1.3 )
RP' s 10-Year ROA (%) Range
Min: -3.1   Max: 20
Current: 1.3
-3.1
20
ROC (Joel Greenblatt) (%) 873.90
RP's ROC (Joel Greenblatt) (%) is ranked higher than
99% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 0.00 vs. RP: 873.90 )
RP' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 873.9   Max: 873.9
Current: 873.9
» RP's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades
Q2 2012

RP Guru Trades in Q2 2012

Pioneer Investments 501,101 sh (+16.06%)
Manning & Napier Advisors, Inc 645,301 sh (+10.91%)
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Steven Cohen Sold Out
Ron Baron 5,090,268 sh (-0.86%)
» More
Q3 2012

RP Guru Trades in Q3 2012

Steven Cohen 73,336 sh (New)
Paul Tudor Jones 36,820 sh (New)
Ron Baron 5,247,031 sh (+3.08%)
Manning & Napier Advisors, Inc 652,741 sh (+1.15%)
Pioneer Investments 318,398 sh (-36.46%)
» More
Q4 2012

RP Guru Trades in Q4 2012

Columbia Wanger 1,432,868 sh (New)
Jim Simons 50,000 sh (New)
Ron Baron 5,911,937 sh (+12.67%)
Manning & Napier Advisors, Inc 667,961 sh (+2.33%)
Paul Tudor Jones Sold Out
Pioneer Investments Sold Out
Steven Cohen Sold Out
» More
Q1 2013

RP Guru Trades in Q1 2013

Jim Simons 93,200 sh (+86.4%)
Columbia Wanger 1,774,159 sh (+23.82%)
Ron Baron 6,434,396 sh (+8.84%)
Manning & Napier Advisors, Inc 682,781 sh (+2.22%)
» More
» Details

Insider Trades

Latest Guru Trades with RP

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2012-03-31 Add 21.43%0.1%$18.64 - $28.66 $ 17.57-20%5134190
Ron Baron 2011-06-30 Add 24.56%0.11%$24.4 - $31.9 $ 17.57-37%3912109
Ron Baron 2011-03-31 Add 96.2%0.23%$23.26 - $30.93 $ 17.57-34%3140853
Chuck Akre 2010-12-31 Sold Out 0.12%$19.43 - $32.8 $ 17.57-33%0
Ron Baron 2010-12-31 Add 32.5%0.07%$19.43 - $32.8 $ 17.57-33%1600852
Ron Baron 2010-09-30 New Buy0.15%$14.52 - $19.72 $ 17.571%1208193
Chuck Akre 2010-09-30 New Buy0.12%$14.52 - $19.72 $ 17.571%25000
Premium More recent guru trades are included for Premium Members only!!
» Financial Charts

Peter Lynch Chart

Guru Investment Theses on Realpage, Inc.

Baron Funds Comments on RealPage - Aug 23, 2012

From Baron Funds' second quarter commentary:

Shares of RealPage, Inc. (RP), which markets a comprehensive suite of property management software and analytical tools for the rental housing industry, outperformed in the second quarter, as financial results showed improvement and annual contract value growth accelerated. The shares rebounded from what we believed was a temporary headwind from an unexpected decline in rental apartment move-outs. With a larger sales force, integration of acquisitions, and new products, we expect to see continued improvement for the remainder of the year. (Neal Rosenberg)
Check out Ron Baron latest stock trades

Baron Funds Comments on RealPage Inc. - May 24, 2012

From Baron Funds' first quarter letter: RealPage, Inc. (RP), the residential property software company, reported disappointing results and its stock declined 24%. RealPage explained that rental apartment move-outs were less than expected, which resulted in lower sales of transactional based offerings, which makes sense to us. But since the company trades at a high multiple of current cash flow, any shortfall can cause the stock to be punished. We are non-plussed. We believe that the company is very special, that it can grow its cash flow at about 30% per year going forward, and its shares can increase many-fold if this develops as we expect.
Check out Ron Baron latest stock trades

Top Ranked Articles about Realpage, Inc.

Baron Funds Comments on RealPage
August 23, 2012
From Baron Funds' second quarter commentary: Read more...

Ratios

vs
industry		 vs
history
P/E(ttm) 292.70
RP's P/E(ttm) is ranked lower than
74% of the 1023 Companies
in the Global Software - Application industry.

( Industry Median: 20.80 vs. RP: 292.70 )
RP' s 10-Year P/E(ttm) Range
Min: 27.42   Max: 7186.67
Current: 292.7
27.42
7186.67
P/B 5.20
RP's P/B is ranked lower than
66% of the 1370 Companies
in the Global Software - Application industry.

( Industry Median: 2.02 vs. RP: 5.20 )
RP' s 10-Year P/B Range
Min: 4.85   Max: 18.86
Current: 5.2
4.85
18.86
P/S 3.89
RP's P/S is ranked lower than
59% of the 1452 Companies
in the Global Software - Application industry.

( Industry Median: 1.69 vs. RP: 3.89 )
RP' s 10-Year P/S Range
Min: 3.78   Max: 22.51
Current: 3.89
3.78
22.51
PFCF 33.80
RP's PFCF is ranked lower than
55% of the 1019 Companies
in the Global Software - Application industry.

( Industry Median: 17.43 vs. RP: 33.80 )
RP' s 10-Year PFCF Range
Min: 30.04   Max: 251.42
Current: 33.8
30.04
251.42
EV-to-EBIT 125
RP's EV-to-EBIT is ranked lower than
72% of the 1019 Companies
in the Global Software - Application industry.

( Industry Median: 14.50 vs. RP: 125 )
RP' s 10-Year EV-to-EBIT Range
Min: 118.7   Max: 2705
Current: 125
118.7
2705

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 35.1
RP's Price/Net Current Asset Value is ranked lower than
60% of the 930 Companies
in the Global Software - Application industry.

( Industry Median: 13.40 vs. RP: 35.1 )
RP' s 10-Year Price/Net Current Asset Value Range
Min: 42.3   Max: 58.4
Current: 35.1
42.3
58.4
Price/Tangible Book 83.7
RP's Price/Tangible Book is ranked lower than
78% of the 1116 Companies
in the Global Software - Application industry.

( Industry Median: 3.30 vs. RP: 83.7 )
RP' s 10-Year Price/Tangible Book Range
Min: 27.6   Max: 98
Current: 83.7
27.6
98
Price/Median PS Value 0.7
RP's Price/Median PS Value is ranked higher than
82% of the 1300 Companies
in the Global Software - Application industry.

( Industry Median: 1.00 vs. RP: 0.7 )
RP' s 10-Year Price/Median PS Value Range
Min: 0.8   Max: 2.7
Current: 0.7
0.8
2.7
Price/Graham Number 29.8
RP's Price/Graham Number is ranked lower than
78% of the 813 Companies
in the Global Software - Application industry.

( Industry Median: 1.80 vs. RP: 29.8 )
RP' s 10-Year Price/Graham Number Range
Min: 36.6   Max: 147.3
Current: 29.8
36.6
147.3
Earnings Yield (Greenblatt) 0.80
RP's Earnings Yield (Greenblatt) is ranked higher than
51% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 3.30 vs. RP: 0.80 )
RP' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 0.8
Current: 0.8
0.1
0.8

Business Description

Realpage Inc. was incorporated in the State of Delaware in December 2003 through a merger with the predecessor entity, Real Page, Inc., a Texas corporation, which was originally incorporated in November 1998 as Seren Capital Acquisition Corp. It provides a platform of on demand software solutions that integrate and streamline rental property management business functions. The Company's solutions enable owners and managers of single-family and a wide variety of multi-family rental property types, including conventional, affordable, privatized military, student and senior housing, to manage their marketing, pricing, screening, leasing, accounting, purchasing and other property operations. These functions have traditionally been addressed by individual, disparate applications. It's solutions enable property owners and managers to increase revenues and reduce operating costs through higher occupancy, improved pricing methodologies, new sources of revenue from ancillary services, improved collections and more integrated and centralized business processes. It's solutions contribute to a more efficient property management process and an improved experience for all of the constituents involved in the rental housing ecosystem, including owners, managers, prospects, residents and service providers.Rental property management spans both the resident lifecycle and the operations of a property. The resident lifecycle can be separated into four key stages: prospect, applicant, residency and post-residency. Each stage of the lifecycle has unique requirements, such as identifying and capturing quality prospects, processing applications, assessing applicants' credit risk, processing payments to and from residents and service providers and managing resident turnover. In addition to managing the resident lifecycle, property owners and managers must also manage the operations of their properties, including material and service provider procurement, insurance and risk mitigation, utility and energy management, information technology and telecommunications management, accounting, expense tracking and management, document management, security, staff hiring and training, staff performance measurement and management and marketing. A property owner's or manager's ability to effectively address these requirements can significantly impact their revenue and profitability. The Company faces competition primarily from point solution providers including traditional software vendors and other on demand software providers. Its current principal competitors include: AMSI Property Management, MRI Software LLC and Yardi Systems, Inc, Call Source Inc., Yardi Systems, Inc., RentSentinel.com, G5 Search Marketing, Inc, Spherexx LLC, ReachLocal, Inc., Property Solutions International, Inc., Yodle, Inc. etc.
Company Website
SEC Reports
Industry: Software - Application
Compare:
» More Articles for RP

Headlines

Articles On GuruFocus.com
Baron Funds Comments on RealPage Aug 23 2012 
Baron Funds Comments on RealPage Inc. May 24 2012 
Weekly Guru Bargains Highlights: NG, ALU, APKT, RP, MTL May 08 2012 
drop Mar 06 2012 
Weekly CEO Sells Highlight: RP, ROVI, GNTX, and RL Dec 18 2010 

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