RPD
Rapid7, Inc.
Software - Infrastructure
Market Cap$439M
5Y Perf.-77.4%
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Stock Comparison
RPD vs CYBR vs SAIL vs TENB
Revenue, margins, valuation, and 5-year total return — side by side.
CYBR
CyberArk Software Ltd.
Software - Infrastructure
Market Cap$20.64B
5Y Perf.+18.4%
SAIL
SailPoint, Inc.
Software - Infrastructure
Market Cap$6.53B
5Y Perf.-51.6%
TENB
Tenable Holdings, Inc.
Software - Infrastructure
Market Cap$2.42B
5Y Perf.-44.5%
RPD vs CYBR vs SAIL vs TENB — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | RPD | CYBR | SAIL | TENB |
|---|---|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $439M | $20.64B | $6.53B | $2.42B |
| Revenue (TTM) | $859M | $1.36B | $1.02B | $1.02B |
| Net Income (TTM) | $22M | $-147M | $-297M | $-12M |
| Gross Margin | 69.7% | 74.3% | 66.0% | 78.2% |
| Operating Margin | 1.3% | -7.7% | -16.4% | 2.9% |
| Forward P/E | 4.2x | 81.9x | — | 10.9x |
| Total Debt | $1.03B | $1.22B | $1.05B | $466M |
| Cash & Equiv. | $247M | $623M | $121M | $188M |
RPD vs CYBR vs SAIL vs TENB — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
RPD
CYBR
SAIL
TENB
| Stock | Feb 25 | May 26 | Return |
|---|---|---|---|
| Rapid7, Inc. (RPD) | 100 | 22.6 | -77.4% |
| CyberArk Software L… (CYBR) | 100 | 118.4 | +18.4% |
| SailPoint, Inc. (SAIL) | 100 | 48.4 | -51.6% |
| Tenable Holdings, I… (TENB) | 100 | 55.5 | -44.5% |
Price return only. Dividends and distributions are not included.
Quick Verdict: RPD vs CYBR vs SAIL vs TENB
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: RPD and CYBR are tied at the top with 3 categories each — the right choice depends on your priorities. CyberArk Software Ltd. is the stronger pick specifically for growth and revenue expansion and capital preservation and lower volatility. As sector peers, any of these can serve as alternatives in the same allocation.
RPD
Rapid7, Inc.
The Value Play
RPD carries the broadest edge in this set and is the clearest fit for value and quality.
- Lower P/E (4.2x vs 10.9x)
- 2.6% margin vs SAIL's -29.2%
- 1.3% ROA vs SAIL's -4.0%
Best for: value and quality
CYBR
CyberArk Software Ltd.
The Income Pick
CYBR is the #2 pick in this set and the best alternative if income & stability and long-term compounding is your priority.
- beta 0.92
- 9.0% 10Y total return vs TENB's -30.0%
- Lower volatility, beta 0.92, Low D/E 50.9%, current ratio 2.00x
- Beta 0.92, current ratio 2.00x
Best for: income & stability and long-term compounding
SAIL
SailPoint, Inc.
The Growth Play
SAIL is the clearest fit if your priority is growth exposure.
- Rev growth 23.2%, EPS growth 72.0%, 3Y rev CAGR 33.1%
Best for: growth exposure
TENB
Tenable Holdings, Inc.
The Value Angle
TENB lags the leaders in this set but could rank higher in a more targeted comparison.
Best for: technology exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | CYBR | 36.0% revenue growth vs RPD's 1.9% |
| Value | RPD | Lower P/E (4.2x vs 10.9x) |
| Quality / Margins | RPD | 2.6% margin vs SAIL's -29.2% |
| Stability / Safety | CYBR | Beta 0.92 vs SAIL's 1.81 |
| Dividends | Tie | None of these 4 stocks pay a meaningful dividend |
| Momentum (1Y) | CYBR | +12.9% vs RPD's -72.7% |
| Efficiency (ROA) | RPD | 1.3% ROA vs SAIL's -4.0% |
RPD vs CYBR vs SAIL vs TENB — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2024
FY 2022
FY 2025
RPD vs CYBR vs SAIL vs TENB — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLRPDLAGGINGSAIL
Who Leads Where
RPD leads in 2 of 6 categories
CYBR leads 2 • TENB leads 1 • SAIL leads 0
Explore the data ↓SAILSailPoint, Inc.
0leads
TENBTenable Holdings, Inc.
1leads
CYBRCyberArk Software Ltd.
2leads
RPDRapid7, Inc.
2leads
6 Total Categories
CATEGORYLEADERvs CYBRvs TENBMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
TENB4/6
Valuation MetricsMultiples, price ratios, and targets
RPD5/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
RPD6/9
Total Returns1Y, 3Y, 5Y total returns with dividends
CYBR6/6
Risk & VolatilityBeta, volatility, and downside exposure
CYBR2/2
Analyst OutlookRatings, price targets, and dividends
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Income & Cash Flow (Last 12 Months)
TENB leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CYBR is the larger business by revenue, generating $1.4B annually — 1.6x RPD's $859M. RPD is the more profitable business, keeping 2.6% of every revenue dollar as net income compared to SAIL's -29.2%. On growth, SAIL holds the edge at +19.8% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | RPDRapid7, Inc. | CYBRCyberArk Software… | SAILSailPoint, Inc. | TENBTenable Holdings,… |
|---|---|---|---|---|
| RevenueTrailing 12 months | $859M | $1.4B | $1.0B | $1.0B |
| EBITDAEarnings before interest/tax | $45M | $23M | $42M | $72M |
| Net IncomeAfter-tax profit | $22M | -$147M | -$297M | -$12M |
| Free Cash FlowCash after capex | $151M | $259M | $6M | $263M |
| Gross MarginGross profit ÷ Revenue | +69.7% | +74.3% | +66.0% | +78.2% |
| Operating MarginEBIT ÷ Revenue | +1.3% | -7.7% | -16.4% | +2.9% |
| Net MarginNet income ÷ Revenue | +2.6% | -10.8% | -29.2% | -1.2% |
| FCF MarginFCF ÷ Revenue | +17.6% | +19.0% | +0.6% | +25.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | -0.3% | +18.5% | +19.8% | +9.6% |
| EPS Growth (YoY)Latest quarter vs prior year | -33.3% | +83.2% | +85.4% | +106.3% |
TENB leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
RPD leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, RPD's 21.4x EV/EBITDA is more attractive than CYBR's 908.2x.
| Metric | RPDRapid7, Inc. | CYBRCyberArk Software… | SAILSailPoint, Inc. | TENBTenable Holdings,… |
|---|---|---|---|---|
| Market CapShares × price | $439M | $20.6B | $6.5B | $2.4B |
| Enterprise ValueMkt cap + debt − cash | $1.2B | $21.2B | $7.5B | $2.7B |
| Trailing P/EPrice ÷ TTM EPS | 18.25x | -139.54x | -5.87x | -70.53x |
| Forward P/EPrice ÷ next-FY EPS est. | 4.23x | 81.87x | — | 10.86x |
| PEG RatioP/E ÷ EPS growth rate | — | — | — | — |
| EV / EBITDAEnterprise value multiple | 21.41x | 908.21x | 153.60x | 62.59x |
| Price / SalesMarket cap ÷ Revenue | 0.51x | 15.16x | 7.57x | 2.42x |
| Price / BookPrice ÷ Book value/share | 2.76x | 8.54x | — | 7.79x |
| Price / FCFMarket cap ÷ FCF | 3.04x | 79.60x | — | 9.52x |
RPD leads this category, winning 5 of 6 comparable metrics.
Profitability & Efficiency
RPD leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
RPD delivers a 16.4% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $-8 for SAIL. CYBR carries lower financial leverage with a 0.51x debt-to-equity ratio, signaling a more conservative balance sheet compared to RPD's 6.65x. On the Piotroski fundamental quality scale (0–9), RPD scores 5/9 vs CYBR's 3/9, reflecting solid financial health.
| Metric | RPDRapid7, Inc. | CYBRCyberArk Software… | SAILSailPoint, Inc. | TENBTenable Holdings,… |
|---|---|---|---|---|
| ROE (TTM)Return on equity | +16.4% | -6.1% | -8.0% | -3.7% |
| ROA (TTM)Return on assets | +1.3% | -3.0% | -4.0% | -0.7% |
| ROICReturn on invested capital | +1.1% | -3.2% | — | +0.2% |
| ROCEReturn on capital employed | +1.1% | -3.3% | -2.7% | +0.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 3 | 5 | 5 |
| Debt / EquityFinancial leverage | 6.65x | 0.51x | — | 1.43x |
| Net DebtTotal debt minus cash | $782M | $599M | $926M | $278M |
| Cash & Equiv.Liquid assets | $247M | $623M | $121M | $188M |
| Total DebtShort + long-term debt | $1.0B | $1.2B | $1.0B | $466M |
| Interest CoverageEBIT ÷ Interest expense | 6.28x | — | -0.91x | 1.02x |
RPD leads this category, winning 6 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
CYBR leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CYBR five years ago would be worth $35,246 today (with dividends reinvested), compared to $893 for RPD. Over the past 12 months, CYBR leads with a +12.9% total return vs RPD's -72.7%. The 3-year compound annual growth rate (CAGR) favors CYBR at 43.4% vs RPD's -48.3% — a key indicator of consistent wealth creation.
| Metric | RPDRapid7, Inc. | CYBRCyberArk Software… | SAILSailPoint, Inc. | TENBTenable Holdings,… |
|---|---|---|---|---|
| YTD ReturnYear-to-date | -54.0% | -6.1% | -38.7% | -6.9% |
| 1-Year ReturnPast 12 months | -72.7% | +12.9% | -34.9% | -32.0% |
| 3-Year ReturnCumulative with dividends | -86.2% | +194.8% | -47.2% | -42.2% |
| 5-Year ReturnCumulative with dividends | -91.1% | +252.5% | -47.2% | -42.6% |
| 10-Year ReturnCumulative with dividends | -42.4% | +901.6% | -47.2% | -30.0% |
| CAGR (3Y)Annualised 3-year return | -48.3% | +43.4% | -19.2% | -16.7% |
CYBR leads this category, winning 6 of 6 comparable metrics.
Risk & Volatility
CYBR leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CYBR is the less volatile stock with a 0.92 beta — it tends to amplify market swings less than SAIL's 1.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CYBR currently trades 77.7% from its 52-week high vs RPD's 24.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | RPDRapid7, Inc. | CYBRCyberArk Software… | SAILSailPoint, Inc. | TENBTenable Holdings,… |
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.92x | 0.92x | 1.81x | 1.12x |
| 52-Week HighHighest price in past year | $27.10 | $526.19 | $24.95 | $35.69 |
| 52-Week LowLowest price in past year | $4.97 | $347.12 | $10.30 | $15.73 |
| % of 52W HighCurrent price vs 52-week peak | +24.2% | +77.7% | +46.6% | +59.3% |
| RSI (14)Momentum oscillator 0–100 | 61.8 | 38.9 | 49.4 | 59.2 |
| Avg Volume (50D)Average daily shares traded | 2.1M | 0 | 3.1M | 3.0M |
CYBR leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Analyst consensus: RPD as "Hold", CYBR as "Buy", SAIL as "Buy", TENB as "Buy". Consensus price targets imply 85.0% upside for SAIL (target: $22) vs 12.3% for CYBR (target: $459).
| Metric | RPDRapid7, Inc. | CYBRCyberArk Software… | SAILSailPoint, Inc. | TENBTenable Holdings,… |
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $9.82 | $459.00 | $21.50 | $27.94 |
| # AnalystsCovering analysts | 37 | 49 | 32 | 28 |
| Dividend YieldAnnual dividend ÷ price | — | — | — | — |
| Dividend StreakConsecutive years of raises | — | — | — | — |
| Dividend / ShareAnnual DPS | — | — | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.0% | +0.1% | +10.2% |
Insufficient data to determine a leader in this category.
Key Takeaway
RPD leads in 2 of 6 categories (Valuation Metrics, Profitability & Efficiency). CYBR leads in 2 (Total Returns, Risk & Volatility).
Best OverallRapid7, Inc. (RPD)Leads 2 of 6 categories
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RPD vs CYBR vs SAIL vs TENB: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is RPD or CYBR or SAIL or TENB a better buy right now?
For growth investors, CyberArk Software Ltd.
(CYBR) is the stronger pick with 36. 0% revenue growth year-over-year, versus 1. 9% for Rapid7, Inc. (RPD). Rapid7, Inc. (RPD) offers the better valuation at 18. 3x trailing P/E (4. 2x forward), making it the more compelling value choice. Analysts rate CyberArk Software Ltd. (CYBR) a "Buy" — based on 49 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — RPD or CYBR or SAIL or TENB?
On forward P/E, Rapid7, Inc.
is actually cheaper at 4. 2x.
03Which is the better long-term investment — RPD or CYBR or SAIL or TENB?
Over the past 5 years, CyberArk Software Ltd.
(CYBR) delivered a total return of +252. 5%, compared to -91. 1% for Rapid7, Inc. (RPD). Over 10 years, the gap is even starker: CYBR returned +901. 6% versus SAIL's -47. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — RPD or CYBR or SAIL or TENB?
By beta (market sensitivity over 5 years), CyberArk Software Ltd.
(CYBR) is the lower-risk stock at 0. 92β versus SailPoint, Inc. 's 1. 81β — meaning SAIL is approximately 97% more volatile than CYBR relative to the S&P 500. On balance sheet safety, CyberArk Software Ltd. (CYBR) carries a lower debt/equity ratio of 51% versus 7% for Rapid7, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — RPD or CYBR or SAIL or TENB?
By revenue growth (latest reported year), CyberArk Software Ltd.
(CYBR) is pulling ahead at 36. 0% versus 1. 9% for Rapid7, Inc. (RPD). On earnings-per-share growth, the picture is similar: SailPoint, Inc. grew EPS 72. 0% year-over-year, compared to -38. 2% for CyberArk Software Ltd.. Over a 3-year CAGR, SAIL leads at 33. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — RPD or CYBR or SAIL or TENB?
Rapid7, Inc.
(RPD) is the more profitable company, earning 2. 7% net margin versus -36. 7% for SailPoint, Inc. — meaning it keeps 2. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: RPD leads at 1. 3% versus -21. 9% for SAIL. At the gross margin level — before operating expenses — TENB leads at 78. 1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is RPD or CYBR or SAIL or TENB more undervalued right now?
On forward earnings alone, Rapid7, Inc.
(RPD) trades at 4. 2x forward P/E versus 81. 9x for CyberArk Software Ltd. — 77. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SAIL: 85. 0% to $21. 50.
08Which pays a better dividend — RPD or CYBR or SAIL or TENB?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is RPD or CYBR or SAIL or TENB better for a retirement portfolio?
For long-horizon retirement investors, CyberArk Software Ltd.
(CYBR) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 92), +901. 6% 10Y return). SailPoint, Inc. (SAIL) carries a higher beta of 1. 81 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (CYBR: +901. 6%, SAIL: -47. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between RPD and CYBR and SAIL and TENB?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: RPD is a small-cap quality compounder stock; CYBR is a mid-cap high-growth stock; SAIL is a small-cap high-growth stock; TENB is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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