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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 : 10/10

vs
industry
vs
history
Cash to Debt 1.57
RP's Cash to Debt is ranked higher than
57% of the 1737 Companies
in the Global Software - Application industry.

( Industry Median: 4.49 vs. RP: 1.57 )
RP' s 10-Year Cash to Debt Range
Min: 0.05   Max: No Debt
Current: 1.57

Equity to Asset 0.61
RP's Equity to Asset is ranked higher than
67% of the 1710 Companies
in the Global Software - Application industry.

( Industry Median: 0.59 vs. RP: 0.61 )
RP' s 10-Year Equity to Asset Range
Min: -0.47   Max: 0.66
Current: 0.61

-0.47
0.66
F-Score: 3
Z-Score: 4.13
M-Score: -3.11
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 : 5/10

vs
industry
vs
history
Operating margin (%) 0.44
RP's Operating margin (%) is ranked higher than
55% of the 1732 Companies
in the Global Software - Application industry.

( Industry Median: 5.44 vs. RP: 0.44 )
RP' s 10-Year Operating margin (%) Range
Min: -0.31   Max: 5.72
Current: 0.44

-0.31
5.72
Net-margin (%) 2.04
RP's Net-margin (%) is ranked higher than
62% of the 1732 Companies
in the Global Software - Application industry.

( Industry Median: 3.77 vs. RP: 2.04 )
RP' s 10-Year Net-margin (%) Range
Min: -2.85   Max: 20.18
Current: 2.04

-2.85
20.18
ROE (%) 2.57
RP's ROE (%) is ranked higher than
60% of the 1694 Companies
in the Global Software - Application industry.

( Industry Median: 6.78 vs. RP: 2.57 )
RP' s 10-Year ROE (%) Range
Min: -0.62   Max: 7.27
Current: 2.57

-0.62
7.27
ROA (%) 1.64
RP's ROA (%) is ranked higher than
61% of the 1744 Companies
in the Global Software - Application industry.

( Industry Median: 3.73 vs. RP: 1.64 )
RP' s 10-Year ROA (%) Range
Min: -0.33   Max: 23.26
Current: 1.64

-0.33
23.26
ROC (Joel Greenblatt) (%) 3.15
RP's ROC (Joel Greenblatt) (%) is ranked higher than
57% of the 1739 Companies
in the Global Software - Application industry.

( Industry Median: 29.64 vs. RP: 3.15 )
RP' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 6.9   Max: 66.79
Current: 3.15

6.9
66.79
Revenue Growth (%) 1.50
RP's Revenue Growth (%) is ranked higher than
60% of the 1459 Companies
in the Global Software - Application industry.

( Industry Median: 6.40 vs. RP: 1.50 )
RP' s 10-Year Revenue Growth (%) Range
Min: 0   Max: 1.5
Current: 1.5

0
1.5
EBITDA Growth (%) 0.50
RP's EBITDA Growth (%) is ranked higher than
63% of the 1185 Companies
in the Global Software - Application industry.

( Industry Median: 8.30 vs. RP: 0.50 )
RP' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 0.5
Current: 0.5

0
0.5
» RP's 10-Y Financials

Financials


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

» Details

Guru Trades

Q3 2013

RP Guru Trades in Q3 2013

Murray Stahl 14,418 sh (New)
Ron Baron 6,375,461 sh (+3.09%)
Manning & Napier Advisors, Inc 845,591 sh (+0.77%)
Columbia Wanger 2,548,958 sh (unchged)
Jim Simons Sold Out
Paul Tudor Jones Sold Out
» More
Q4 2013

RP Guru Trades in Q4 2013

Joel Greenblatt 17,244 sh (New)
Paul Tudor Jones 14,456 sh (New)
Steven Cohen 19,983 sh (New)
Murray Stahl 23,306 sh (+61.65%)
Ron Baron 6,329,355 sh (-0.72%)
Columbia Wanger 1,974,200 sh (-22.55%)
Manning & Napier Advisors, Inc 568,620 sh (-32.75%)
» More
Q1 2014

RP Guru Trades in Q1 2014

Jim Simons 15,584 sh (New)
Murray Stahl 42,417 sh (+82%)
Columbia Wanger 2,096,700 sh (+6.21%)
Steven Cohen Sold Out
Manning & Napier Advisors, Inc Sold Out
Joel Greenblatt Sold Out
Paul Tudor Jones 10,800 sh (-25.29%)
Ron Baron 3,624,492 sh (-42.74%)
» More
Q2 2014

RP Guru Trades in Q2 2014

Jim Simons 19,000 sh (+21.92%)
Paul Tudor Jones Sold Out
Ron Baron 3,180,692 sh (-12.24%)
Murray Stahl 35,732 sh (-15.76%)
Columbia Wanger 1,514,500 sh (-27.77%)
» More
» Details

Insider Trades

Latest Guru Trades with RP

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Ron Baron 2014-03-31 Reduce -42.74%0.26%$16.03 - $23.38 $ 18.35-9%3624492
Joel Greenblatt 2014-03-31 Sold Out 0.01%$16.03 - $23.38 $ 18.35-9%0
Joel Greenblatt 2013-12-31 New Buy0.01%$21.22 - $25.89 $ 18.35-23%17244
Ron Baron 2012-03-31 Add 21.43%0.1%$18.64 - $28.66 $ 18.35-16%5134190
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
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Guru Investment Theses on Realpage Inc

Baron Funds Comments on RealPage Inc. - May 12, 2014

The stock of RealPage, Inc. (RP), a property management software company serving the rental housing industry, fell on news of weak fourth quarter results and lower-than-expected guidance for 2014. Problem areas for the company include Internet Listing Services and transactional revenue. (Neal Rosenberg)



From Baron Funds' first quarter 2014 letter to shareholders.



Check out Ron Baron latest stock trades

Baron Funds Comments on RealPage - May 05, 2014

The shares of RealPage, Inc. (RP), which offers property management and software solutions to the rental housing industry, fell by 23% on the news of weak fourth quarter results. We, too, are disappointed and didn't foresee the miss. However, we think most of the issue has to do with just one of their offerings and continue to see much value in their core offerings. RealPage traded off to levels that we believe do not reflect the company's present value or what we believe the business will grow into.





From Baron Funds' first quarter 2014 commentary.



Check out Ron Baron latest stock trades

Top Ranked Articles about Realpage Inc

Baron Funds Comments on RealPage Inc.
The stock of RealPage, Inc. (RP), a property management software company serving the rental housing industry, fell on news of weak fourth quarter results and lower-than-expected guidance for 2014. Problem areas for the company include Internet Listing Services and transactional revenue. (Neal Rosenberg) Read more...
Baron Funds Comments on RealPage
The shares of RealPage, Inc. (RP), which offers property management and software solutions to the rental housing industry, fell by 23% on the news of weak fourth quarter results. We, too, are disappointed and didn't foresee the miss. However, we think most of the issue has to do with just one of their offerings and continue to see much value in their core offerings. RealPage traded off to levels that we believe do not reflect the company's present value or what we believe the business will grow into. Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 170.20
RP's P/E(ttm) is ranked higher than
56% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 46.60 vs. RP: 170.20 )
RP' s 10-Year P/E(ttm) Range
Min: 53.24   Max: 7186.67
Current: 170.2

53.24
7186.67
P/B 4.40
RP's P/B is ranked higher than
52% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 2.70 vs. RP: 4.40 )
RP' s 10-Year P/B Range
Min: 3.72   Max: 27.18
Current: 4.4

3.72
27.18
P/S 3.60
RP's P/S is ranked higher than
53% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 2.20 vs. RP: 3.60 )
RP' s 10-Year P/S Range
Min: 2.9   Max: 7.86
Current: 3.6

2.9
7.86
PFCF 37.50
RP's PFCF is ranked higher than
73% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 9999.00 vs. RP: 37.50 )
RP' s 10-Year PFCF Range
Min: 30.04   Max: 106.33
Current: 37.5

30.04
106.33
EV-to-EBIT 742.96
RP's EV-to-EBIT is ranked higher than
59% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 31.69 vs. RP: 742.96 )
RP' s 10-Year EV-to-EBIT Range
Min: 57.1   Max: 2705
Current: 742.96

57.1
2705
Current Ratio 0.99
RP's Current Ratio is ranked lower than
56% of the 1733 Companies
in the Global Software - Application industry.

( Industry Median: 1.89 vs. RP: 0.99 )
RP' s 10-Year Current Ratio Range
Min: 0.53   Max: 1.9
Current: 0.99

0.53
1.9
Quick Ratio 0.99
RP's Quick Ratio is ranked lower than
54% of the 1733 Companies
in the Global Software - Application industry.

( Industry Median: 1.78 vs. RP: 0.99 )
RP' s 10-Year Quick Ratio Range
Min: 0.53   Max: 1.9
Current: 0.99

0.53
1.9

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 56.64
RP's Price/Tangible Book is ranked higher than
52% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 6.95 vs. RP: 56.64 )
RP' s 10-Year Price/Tangible Book Range
Min: 26.71   Max: 282.5
Current: 56.64

26.71
282.5
Price/Median PS Value 0.65
RP's Price/Median PS Value is ranked higher than
92% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 1.11 vs. RP: 0.65 )
RP' s 10-Year Price/Median PS Value Range
Min: 0.7   Max: 1.5
Current: 0.65

0.7
1.5
Price/Peter Lynch Fair Value 23.67
RP's Price/Peter Lynch Fair Value is ranked higher than
85% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 9999.00 vs. RP: 23.67 )
RP' s 10-Year Price/Peter Lynch Fair Value Range
Min: 33.37   Max: 33.37
Current: 23.67

Price/Graham Number 20.07
RP's Price/Graham Number is ranked higher than
65% of the 1857 Companies
in the Global Software - Application industry.

( Industry Median: 8.00 vs. RP: 20.07 )
RP' s 10-Year Price/Graham Number Range
Min: 9.46   Max: 257.75
Current: 20.07

9.46
257.75
Earnings Yield (Greenblatt) 0.10
RP's Earnings Yield (Greenblatt) is ranked lower than
69% of the 1329 Companies
in the Global Software - Application industry.

( Industry Median: 6.30 vs. RP: 0.10 )
RP' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 1.8
Current: 0.1

0.1
1.8
Forward Rate of Return (Yacktman) 8.10
RP's Forward Rate of Return (Yacktman) is ranked higher than
75% of the 1332 Companies
in the Global Software - Application industry.

( Industry Median: 5.89 vs. RP: 8.10 )
RP' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 7.8   Max: 8.6
Current: 8.1

7.8
8.6

Business Description

Industry: Application Software » Software - Application
Compare: » details
Traded in other countries:1R1.Germany
Realpage Inc. was incorporated in the State of Delaware in December 2003. The Company 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. The Company'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. The Company's solutions contribute to an 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.
» More Articles for RP

Headlines

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Weekly 3-Year Low Highlights: RDC, EXXI, RP, BGC, SLRC Aug 17 2014 
Latest Real-Time Picks From The Gurus Aug 12 2014 
Weekly CEO Sells Highlight: Cooper Companies, Broadcom Corp, Realpage Inc, and Freescale Semiconduct Jul 14 2014 
Baron Funds Comments on RealPage Inc. May 12 2014 
Baron Funds Comments on RealPage May 05 2014 
Baron Funds Comments on RealPage Aug 23 2012 

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REALPAGE INC Files SEC form 10-Q, Quarterly Report Aug 08 2014
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RealPage Inc Earnings Call scheduled for 5:00 pm ET today Aug 04 2014
REALPAGE INC Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements... Aug 04 2014
RealPage Reports Second Quarter 2014 Financial Results Aug 04 2014
Q2 2014 RealPage Earnings Release - After Market Close Aug 04 2014
RealPage and Zillow Form New Partnership Jul 21 2014
Zillow to Bring RealPage Services to Rental Companies Jul 21 2014
Weakness Seen in RealPage (RP): Stock Tumbles 22.1% Jul 21 2014
RealPage tumbles after reporting preliminary Q2 revenue miss Jul 18 2014
UPDATE: JMP Securities Downgrades RealPage On 'Very Disappointing' Preliminary Results Jul 18 2014
RealPage Disappoints As Company Remains Unable To Benefit From Tight Rental Markets Jul 18 2014
Why RealPage (RP) Stock Is Falling Today Jul 18 2014

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