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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 : 7/10

vs
industry
vs
history
Cash to Debt 39.84
RP's Cash to Debt is ranked higher than
65% of the 1618 Companies
in the Global Software - Application industry.

( Industry Median: 25.64 vs. RP: 39.84 )
RP' s 10-Year Cash to Debt Range
Min: 0.09   Max: 39.84
Current: 39.84

0.09
39.84
Equity to Asset 0.63
RP's Equity to Asset is ranked higher than
67% of the 1589 Companies
in the Global Software - Application industry.

( Industry Median: 0.60 vs. RP: 0.63 )
RP' s 10-Year Equity to Asset Range
Min: -0.97   Max: 0.63
Current: 0.63

-0.97
0.63
F-Score: 8
Z-Score: 4.98
M-Score: -2.71
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 (%) 5.72
RP's Operating margin (%) is ranked higher than
69% of the 1604 Companies
in the Global Software - Application industry.

( Industry Median: 5.48 vs. RP: 5.72 )
RP' s 10-Year Operating margin (%) Range
Min: -0.31   Max: 5.72
Current: 5.72

-0.31
5.72
Net-margin (%) 5.49
RP's Net-margin (%) is ranked higher than
74% of the 1602 Companies
in the Global Software - Application industry.

( Industry Median: 3.67 vs. RP: 5.49 )
RP' s 10-Year Net-margin (%) Range
Min: -2.85   Max: 20.18
Current: 5.49

-2.85
20.18
ROE (%) 6.58
RP's ROE (%) is ranked higher than
68% of the 1564 Companies
in the Global Software - Application industry.

( Industry Median: 6.77 vs. RP: 6.58 )
RP' s 10-Year ROE (%) Range
Min: -0.55   Max: 6.58
Current: 6.58

-0.55
6.58
ROA (%) 4.11
RP's ROA (%) is ranked higher than
70% of the 1616 Companies
in the Global Software - Application industry.

( Industry Median: 3.63 vs. RP: 4.11 )
RP' s 10-Year ROA (%) Range
Min: -3.14   Max: 20
Current: 4.11

-3.14
20
ROC (Joel Greenblatt) (%) 39.36
RP's ROC (Joel Greenblatt) (%) is ranked higher than
74% of the 1600 Companies
in the Global Software - Application industry.

( Industry Median: 30.96 vs. RP: 39.36 )
RP' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: -1.85   Max: 39.36
Current: 39.36

-1.85
39.36
Revenue Growth (%) 1.50
RP's Revenue Growth (%) is ranked higher than
59% of the 1208 Companies
in the Global Software - Application industry.

( Industry Median: 6.30 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 951 Companies
in the Global Software - Application industry.

( Industry Median: 7.70 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

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
Q2 2013

RP Guru Trades in Q2 2013

Paul Tudor Jones 22,600 sh (New)
Columbia Wanger 2,548,958 sh (+43.67%)
Manning & Napier Advisors, Inc 839,131 sh (+22.9%)
Ron Baron 6,184,428 sh (-3.88%)
Jim Simons 52,800 sh (-43.35%)
» More
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
» Details

Insider Trades

Latest Guru Trades with RP

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Joel Greenblatt 2013-12-31 New Buy0.01%$21.22 - $25.89 $ 18.09-24%17244
Ron Baron 2012-03-31 Add 21.43%0.1%$18.64 - $28.66 $ 18.09-17%5134190
Ron Baron 2011-06-30 Add 24.56%0.11%$24.4 - $31.9 $ 18.09-35%3912109
Ron Baron 2011-03-31 Add 96.2%0.23%$23.26 - $30.93 $ 18.09-32%3140853
Premium More recent guru trades are included for Premium Members only!!
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Peter Lynch Chart ( What is Peter Lynch Charts )

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

Ratios

vs
industry
vs
history
P/E(ttm) 67.80
RP's P/E(ttm) is ranked lower than
66% of the 1119 Companies
in the Global Software - Application industry.

( Industry Median: 23.20 vs. RP: 67.80 )
RP' s 10-Year P/E(ttm) Range
Min: 53.24   Max: 7186.67
Current: 67.8

53.24
7186.67
P/B 4.30
RP's P/B is ranked lower than
59% of the 1504 Companies
in the Global Software - Application industry.

( Industry Median: 2.45 vs. RP: 4.30 )
RP' s 10-Year P/B Range
Min: 4.03   Max: 27.18
Current: 4.3

4.03
27.18
P/S 3.66
RP's P/S is ranked lower than
67% of the 1650 Companies
in the Global Software - Application industry.

( Industry Median: 1.98 vs. RP: 3.66 )
RP' s 10-Year P/S Range
Min: 2.9   Max: 7.86
Current: 3.66

2.9
7.86
PFCF 39.50
RP's PFCF is ranked lower than
63% of the 874 Companies
in the Global Software - Application industry.

( Industry Median: 19.50 vs. RP: 39.50 )
RP' s 10-Year PFCF Range
Min: 30.04   Max: 106.33
Current: 39.5

30.04
106.33
EV-to-EBIT 62.50
RP's EV-to-EBIT is ranked lower than
71% of the 1278 Companies
in the Global Software - Application industry.

( Industry Median: 17.39 vs. RP: 62.50 )
RP' s 10-Year EV-to-EBIT Range
Min: 56.7   Max: 2705
Current: 62.5

56.7
2705
PEG 6.00
RP's PEG is ranked lower than
64% of the 601 Companies
in the Global Software - Application industry.

( Industry Median: 1.98 vs. RP: 6.00 )
RP' s 10-Year PEG Range
Min: 0   Max: 6.3
Current: 6

0
6.3

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 26.20
RP's Price/Tangible Book is ranked lower than
88% of the 1245 Companies
in the Global Software - Application industry.

( Industry Median: 4.00 vs. RP: 26.20 )
RP' s 10-Year Price/Tangible Book Range
Min: 33.88   Max: 98.05
Current: 26.2

33.88
98.05
Price/Median PS Value 0.70
RP's Price/Median PS Value is ranked higher than
88% of the 1516 Companies
in the Global Software - Application industry.

( Industry Median: 1.10 vs. RP: 0.70 )
RP' s 10-Year Price/Median PS Value Range
Min: 0.93   Max: 1.34
Current: 0.7

0.93
1.34
Price/Graham Number 8.90
RP's Price/Graham Number is ranked lower than
85% of the 911 Companies
in the Global Software - Application industry.

( Industry Median: 2.20 vs. RP: 8.90 )
RP' s 10-Year Price/Graham Number Range
Min: 11.52   Max: 257.75
Current: 8.9

11.52
257.75
Earnings Yield (Greenblatt) 1.60
RP's Earnings Yield (Greenblatt) is ranked lower than
63% of the 1324 Companies
in the Global Software - Application industry.

( Industry Median: 5.40 vs. RP: 1.60 )
RP' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 1.8
Current: 1.6

0.1
1.8

Business Description

Industry: Application Software » Software - Application
Compare: » details
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.

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