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Company Analysis

Reddit, Inc. RDDT

A comprehensive view of key metrics, scores, and financial health for Reddit, Inc.

Overview of Reddit, Inc.

RDDT NYQ
Communication Services Internet Content & Information Framework: Software & SaaS Large Cap
Reddit, Inc. (RDDT), is a Large Cap company, in the Internet Content & Information industry, last closed at $90.97, about 66.6% overvalued vs fair value, -50.5% 1Y return, placing in the top 10% of its sector.
Metrics P/E 87.7× Rev Growth 69.4% ROE 20.9% Gross Margin 91.2%
USD 90.97
-0.83%
(Delayed)
• Vol 90d: 93.1%
Market Cap
$17.57B
Enterprise Value
$16.08B
Overall Score
View breakdown
Overall
Growth
Excellent
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Growth
Excellent
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Good
Completeness: 82%
Confidence: 86%
Updated: Oct 31
Top Beats

Quick Facts

Website https://redditinc.com
HQ San Francisco, CA
Employees 2,555
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$28
$30
$34
Current: $90.97 -67% vs base

Engine Room Money Flow™

Large Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$2.2B
69.4%%
Gross Profit
$2.0B
70.7%%
Operating Income (GAAP)
$442.0M
178.8%%
Operating Cash Flow
$690.9M
211.1%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
91.2%

Gross Profit / Revenue — context only; ad platforms typically 60–80%, marketplaces and streaming lower by design

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
3
Active Leaks
2/3
Improving
0
High Impact
1
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Reddit, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
74
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.92), showing scalable economics.
  • Premium Software Margins Gross margin quality is strong versus peers (score 0.90), consistent with premium software economics.

Key risks

  • Lumpy Revenue Trajectory Revenue consistency is weak (score 0.32), suggesting demand may be less recurring than peers.
  • Unstable Margin Profile Margin durability is weak (score 0.31), indicating limited pricing resilience.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
66
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 91% Coverage
Trade-Off Triangle Visualization A ternary plot showing RDDT's balance between Growth (31.2%), Profitability (34.5%), and Safety (34.3%). Growth 31% Safety 34% Profitability 34%

Click axes to expand details. Marker shows current allocation.

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Growth

82th percentile vs peers
82
Key Signals
Rev Growth YoY 69.4% 91p Revenue CAGR 3Y 48.9% 92p Def Rev Growth 21.8% 72p EPS Growth YoY 1.79 88p Buyback % 5.9% 32p
Strengths
  • Growth performance in top 20% of peers (percentile: 82)
  • Rev Growth YoY in top 20% of peers (69.4%, 91th percentile)
  • Revenue CAGR 3Y in top 20% of peers (48.9%, 92th percentile)
Risks

No significant risks identified for this axis.

Profitability

90th percentile vs peers
91
Key Signals
Strengths
Risks
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Safety

90th percentile vs peers
90
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Reddit, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$30.40
- - -
-66.6% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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