Software - Infrastructure
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TENB vs RPD
Revenue, margins, valuation, and 5-year total return — side by side.
Software - Infrastructure
TENB vs RPD — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Software - Infrastructure | Software - Infrastructure |
| Market Cap | $2.41B | $446M |
| Revenue (TTM) | $1.02B | $859M |
| Net Income (TTM) | $-12M | $22M |
| Gross Margin | 78.2% | 69.7% |
| Operating Margin | 2.9% | 1.3% |
| Forward P/E | 10.8x | 4.3x |
| Total Debt | $466M | $1.03B |
| Cash & Equiv. | $188M | $247M |
TENB vs RPD — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Tenable Holdings, I… (TENB) | 100 | 67.2 | -32.8% |
| Rapid7, Inc. (RPD) | 100 | 13.7 | -86.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: TENB vs RPD
Each card shows where this stock fits in a portfolio — not just who wins on paper.
TENB is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 11.0%, EPS growth 3.2%, 3Y rev CAGR 13.5%
- -30.5% 10Y total return vs RPD's -42.8%
- 11.0% revenue growth vs RPD's 1.9%
RPD carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- beta 0.92
- Lower volatility, beta 0.92, current ratio 1.20x
- Beta 0.92, current ratio 1.20x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 11.0% revenue growth vs RPD's 1.9% | |
| Value | Lower P/E (4.3x vs 10.8x) | |
| Quality / Margins | 2.6% margin vs TENB's -1.2% | |
| Stability / Safety | Beta 0.92 vs TENB's 1.12 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | -32.8% vs RPD's -72.3% | |
| Efficiency (ROA) | 1.3% ROA vs TENB's -0.7%, ROIC 1.1% vs 0.2% |
TENB vs RPD — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
TENB vs RPD — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
TENB leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
TENB and RPD operate at a comparable scale, with $1.0B and $859M in trailing revenue. Profitability is closely matched — net margins range from 2.6% (RPD) to -1.2% (TENB). On growth, TENB holds the edge at +9.6% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.0B | $859M |
| EBITDAEarnings before interest/tax | $72M | $45M |
| Net IncomeAfter-tax profit | -$12M | $22M |
| Free Cash FlowCash after capex | $263M | $151M |
| Gross MarginGross profit ÷ Revenue | +78.2% | +69.7% |
| Operating MarginEBIT ÷ Revenue | +2.9% | +1.3% |
| Net MarginNet income ÷ Revenue | -1.2% | +2.6% |
| FCF MarginFCF ÷ Revenue | +25.7% | +17.6% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.6% | -0.3% |
| EPS Growth (YoY)Latest quarter vs prior year | +106.3% | -33.3% |
Valuation Metrics
RPD leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
On an enterprise value basis, RPD's 21.5x EV/EBITDA is more attractive than TENB's 62.2x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.4B | $446M |
| Enterprise ValueMkt cap + debt − cash | $2.7B | $1.2B |
| Trailing P/EPrice ÷ TTM EPS | -70.07x | 18.56x |
| Forward P/EPrice ÷ next-FY EPS est. | 10.79x | 4.30x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 62.22x | 21.54x |
| Price / SalesMarket cap ÷ Revenue | 2.41x | 0.52x |
| Price / BookPrice ÷ Book value/share | 7.74x | 2.81x |
| Price / FCFMarket cap ÷ FCF | 9.45x | 3.09x |
Profitability & Efficiency
RPD leads this category, winning 5 of 8 comparable metrics.
Profitability & Efficiency
RPD delivers a 16.4% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $-4 for TENB. TENB carries lower financial leverage with a 1.43x debt-to-equity ratio, signaling a more conservative balance sheet compared to RPD's 6.65x.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -3.7% | +16.4% |
| ROA (TTM)Return on assets | -0.7% | +1.3% |
| ROICReturn on invested capital | +0.2% | +1.1% |
| ROCEReturn on capital employed | +0.1% | +1.1% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 1.43x | 6.65x |
| Net DebtTotal debt minus cash | $278M | $782M |
| Cash & Equiv.Liquid assets | $188M | $247M |
| Total DebtShort + long-term debt | $466M | $1.0B |
| Interest CoverageEBIT ÷ Interest expense | 1.02x | 6.28x |
Total Returns (Dividends Reinvested)
TENB leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in TENB five years ago would be worth $5,756 today (with dividends reinvested), compared to $876 for RPD. Over the past 12 months, TENB leads with a -32.8% total return vs RPD's -72.3%. The 3-year compound annual growth rate (CAGR) favors TENB at -16.5% vs RPD's -47.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -7.5% | -53.2% |
| 1-Year ReturnPast 12 months | -32.8% | -72.3% |
| 3-Year ReturnCumulative with dividends | -41.7% | -85.8% |
| 5-Year ReturnCumulative with dividends | -42.4% | -91.2% |
| 10-Year ReturnCumulative with dividends | -30.5% | -42.8% |
| CAGR (3Y)Annualised 3-year return | -16.5% | -47.8% |
Risk & Volatility
Evenly matched — TENB and RPD each lead in 1 of 2 comparable metrics.
Risk & Volatility
RPD is the less volatile stock with a 0.92 beta — it tends to amplify market swings less than TENB's 1.12 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. TENB currently trades 58.9% from its 52-week high vs RPD's 24.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.12x | 0.92x |
| 52-Week HighHighest price in past year | $35.69 | $27.10 |
| 52-Week LowLowest price in past year | $15.73 | $4.97 |
| % of 52W HighCurrent price vs 52-week peak | +58.9% | +24.6% |
| RSI (14)Momentum oscillator 0–100 | 58.1 | 59.0 |
| Avg Volume (50D)Average daily shares traded | 3.0M | 2.1M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates TENB as "Buy" and RPD as "Hold". Consensus price targets imply 47.0% upside for RPD (target: $10) vs 32.9% for TENB (target: $28).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $27.94 | $9.82 |
| # AnalystsCovering analysts | 28 | 37 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +10.3% | 0.0% |
TENB leads in 2 of 6 categories (Income & Cash Flow, Total Returns). RPD leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
TENB vs RPD: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is TENB or RPD a better buy right now?
For growth investors, Tenable Holdings, Inc.
(TENB) is the stronger pick with 11. 0% revenue growth year-over-year, versus 1. 9% for Rapid7, Inc. (RPD). Rapid7, Inc. (RPD) offers the better valuation at 18. 6x trailing P/E (4. 3x forward), making it the more compelling value choice. Analysts rate Tenable Holdings, Inc. (TENB) a "Buy" — based on 28 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 — TENB or RPD?
On forward P/E, Rapid7, Inc.
is actually cheaper at 4. 3x.
03Which is the better long-term investment — TENB or RPD?
Over the past 5 years, Tenable Holdings, Inc.
(TENB) delivered a total return of -42. 4%, compared to -91. 2% for Rapid7, Inc. (RPD). Over 10 years, the gap is even starker: TENB returned -30. 5% versus RPD's -42. 8%. 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 — TENB or RPD?
By beta (market sensitivity over 5 years), Rapid7, Inc.
(RPD) is the lower-risk stock at 0. 92β versus Tenable Holdings, Inc. 's 1. 12β — meaning TENB is approximately 22% more volatile than RPD relative to the S&P 500. On balance sheet safety, Tenable Holdings, Inc. (TENB) carries a lower debt/equity ratio of 143% versus 7% for Rapid7, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — TENB or RPD?
By revenue growth (latest reported year), Tenable Holdings, Inc.
(TENB) is pulling ahead at 11. 0% versus 1. 9% for Rapid7, Inc. (RPD). On earnings-per-share growth, the picture is similar: Tenable Holdings, Inc. grew EPS 3. 2% year-over-year, compared to -10. 0% for Rapid7, Inc.. Over a 3-year CAGR, TENB leads at 13. 5% 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 — TENB or RPD?
Rapid7, Inc.
(RPD) is the more profitable company, earning 2. 7% net margin versus -3. 6% for Tenable Holdings, 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 0. 1% for TENB. 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 TENB or RPD more undervalued right now?
On forward earnings alone, Rapid7, Inc.
(RPD) trades at 4. 3x forward P/E versus 10. 8x for Tenable Holdings, Inc. — 6. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for RPD: 47. 0% to $9. 82.
08Which pays a better dividend — TENB or RPD?
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 TENB or RPD better for a retirement portfolio?
For long-horizon retirement investors, Rapid7, Inc.
(RPD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 92)). Both have compounded well over 10 years (RPD: -42. 8%, TENB: -30. 5%), 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 TENB and RPD?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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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