Analyzing RealPage (RP) and The Competition

RealPage (NASDAQ: RP) is one of 97 public companies in the “Enterprise Software” industry, but how does it weigh in compared to its peers? We will compare RealPage to similar companies based on the strength of its institutional ownership, risk, profitability, valuation, analyst recommendations, earnings and dividends.

Valuation & Earnings

This table compares RealPage and its peers revenue, earnings per share (EPS) and valuation.

Gross Revenue EBITDA Price/Earnings Ratio
RealPage $611.25 million $91.37 million 122.97
RealPage Competitors $1.27 billion $344.87 million 33.68

RealPage’s peers have higher revenue and earnings than RealPage. RealPage is trading at a higher price-to-earnings ratio than its peers, indicating that it is currently more expensive than other companies in its industry.

Profitability

This table compares RealPage and its peers’ net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
RealPage 4.25% 10.26% 4.76%
RealPage Competitors -24.56% -412.83% -8.08%

Insider and Institutional Ownership

70.5% of RealPage shares are owned by institutional investors. Comparatively, 59.9% of shares of all “Enterprise Software” companies are owned by institutional investors. 33.2% of RealPage shares are owned by company insiders. Comparatively, 23.6% of shares of all “Enterprise Software” companies are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Risk and Volatility

RealPage has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, RealPage’s peers have a beta of 1.13, indicating that their average share price is 13% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of recent ratings and recommmendations for RealPage and its peers, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
RealPage 1 1 5 0 2.57
RealPage Competitors 514 2400 4038 134 2.54

RealPage presently has a consensus price target of $41.29, indicating a potential upside of 4.92%. As a group, “Enterprise Software” companies have a potential upside of 8.39%. Given RealPage’s peers higher possible upside, analysts plainly believe RealPage has less favorable growth aspects than its peers.

Summary

RealPage beats its peers on 8 of the 13 factors compared.

About RealPage

RealPage, Inc. is a provider of technology to the real estate industry, helping owners, managers and investors. The Company’s property management solutions are referred to as Enterprise Resource Planning systems. Its on demand platform provides a single point of access and a repository of real-time lease transaction data, including prospect, renter and property data. Its platform consists of four primary categories of solutions: Property Management, Lease Management, Resident Services and Asset Optimization. These solutions provide complementary asset performance and investment decision support; risk mitigation, billing and utility management; resident engagement, spend management, operations and facilities management, and lead generation and lease management capabilities that collectively enable its clients to manage all the stages of the renter life cycle. In addition, its open architecture allows third-party applications to access its solutions using its RealPage Exchange platform.

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