Rimini Street, Inc.
$4.08
-4.4%Rimini Street, Inc. provides enterprise software products, services, and support for various industries. The company offers software support services for Oracle and SAP enterprise software products. It sells its solutions primarily through direct sales organizations in North America, Latin America, Europe, Africa, the Middle East, Asia, and the Asia-Pacific. Rimini Street, Inc. was incorporated in 2005 and is headquartered in Las Vegas, Nevada.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is compressed (P/E 10.2).
Valuation inputs: P/E 10.2, earnings yield +9.8%, momentum -4.4%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is acceptable (ROE -1.4%, ROIC +26.0%).
Profitability stack: net margin +8.8%, ROE -1.4%, ROIC +26.0%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceDownside profile is elevated and scenario stress-testing is essential.
Risk factors: liabilities/assets +106.4%, momentum -4.4%, net margin +8.8%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Rimini Street, Inc. Market vs Earnings Trajectory
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Rimini Street, Inc. Fair Value Envelope
Rimini Street, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.
Operating Margin
Acceptable margins but limited operational leverage. Operating expense control is important.
Net Profit Margin
Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.
Effective Tax Rate
Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Rimini Street, Inc. Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.
CapEx Intensity
Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.
FCF Growth Trend
Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.
Working Capital Impact
Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.
Cash Flow Quality Insight
Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.
Rimini Street, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Warning: Liquidity concerns. Current assets may not be sufficient to cover short-term obligations.
Working Capital
Negative working capital indicates short-term liabilities exceed short-term assets—potential liquidity stress.
Asset Composition
Asset-light business model with high liquidity. Majority of assets are easily convertible to cash.
Rimini Street, Inc. Street Expectations Map
Wall Street analysts project that RMNI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 7.17, with estimates ranging from a low of 6.50 to a high of 8.50.
The consensus 1-year price target stands at 7.17, with estimates ranging from a low of 6.50 to a high of 8.50.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.
Rimini Street, Inc. Insider Positioning
During the last 12 months, insiders have sold $1.55M worth of RMNI shares, with no buying activity reported.
3 Months
0
0.00
146.9K
561.14K
-561K
-$561K
3-6 Months
0
0.00
134.7K
527.38K
-527K
-$527K
6-9 Months
0
0.00
2.5K
9.37K
-9K
-$9K
9-12 Months
0
0.00
113.2K
452.52K
-453K
-$453K
Top Buyers
No buying activity
Top Sellers
Perica Michael L.
Officer: Evp & Chief Financial Officer
$853K
Ravin Seth A.
Director, 10 Percent Owner, Officer: President, Ceo & Chairman
$357K
Hershkowitz Steven
Officer: Evp & Chief Revenue Officer
$130K
Lyskawa Nancy
Officer: Evp & Chief Client Officer
$81K
Maddock Kevin
Officer: Evp,Chiefrecurringrev.Officer
$70K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $1.55M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
rmni Dividend History
Learning Layer
Related Guides
Build conviction on RMNI by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.