No connection

Search Results

RBA

NEUTRAL
$104.88 Live
RB Global, Inc. · NYSE
Target $125.18 (+19.4%)
$93.58 52W Range $119.58

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated May 02, 2026
Market cap
$19.5B
P/E
51.16
ROE
7.3%
Profit margin
9.3%
Debt/Equity
0.73
Dividend yield
1.16%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
RBA exhibits stable financial health with a Piotroski F-Score of 6/9, though it trades at a massive premium to its Graham Number ($37.18) and Intrinsic Value ($14.35). While the trailing P/E is elevated at 51.16, the Forward P/E of 21.64 and a PEG ratio of 0.87 suggest the market is pricing in significant earnings acceleration. This optimism is supported by a remarkable 25-quarter track record of earnings beats, yet is countered by bearish technical trends and insider selling. The company's operational strength is offset by high supplier concentration and low immediate liquidity.

Key Strengths

Exceptional earnings surprise track record over 25 quarters
Strong gross margins (46.58%) and operating margins (16.40%)
Attractive PEG ratio (0.87) indicating growth is undervalued relative to price
Manageable leverage with a Debt/Equity ratio of 0.73
Strong analyst consensus with a target price of $125.18

Key Risks

Severe valuation gap between current price ($104.88) and deterministic fair values
High supplier concentration (23% of revenue from top 3 suppliers)
Weak short-term liquidity indicated by a Quick Ratio of 0.57
Bearish insider sentiment with CEO selling activity
Negative YoY earnings growth (-10.30%)
AI Fair Value Estimate
Based on comprehensive analysis
$42.5
-59.5% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
59
Moderate
Value
20
Future
75
Past
90
Health
60
Dividend
50
AI Verdict
Growth-priced with fundamental lag
Key drivers: Earnings beat consistency, Forward P/E compression, Valuation premium, Supplier risk
Confidence
90%
Value
20/100

Current price $104.88 vs Graham $37.18; stock trades at a significant growth premium.

Positives
  • PEG ratio < 1.0
Watchpoints
  • Price far exceeds Graham Number
  • High trailing P/E
  • Price/Book of 3.50
Future
75/100

Growth expectations are high, reflected in the PEG and Forward P/E.

Positives
  • Forward P/E (21.64) is much lower than trailing
  • Strong analyst target price ($125.18)
  • Positive Q/Q EPS growth (+19.4%)
Watchpoints
  • Modest YoY revenue growth (5.40%)
Past
90/100

Historical earnings performance is a primary pillar of investor confidence.

Positives
  • Consistent history of beating EPS estimates
  • Strong 3Y and 5Y price appreciation
Watchpoints
  • Recent YoY earnings dip
Health
60/100

Stable health per Piotroski, but liquidity metrics are a point of concern.

Positives
  • Piotroski F-Score of 6/9 (Stable)
  • Debt/Equity (0.73) is well below sector average
Watchpoints
  • Quick Ratio (0.57) suggests liquidity tightness
  • Current Ratio (1.10) is marginal
Dividend
50/100

Dividend is a secondary feature, not a primary driver of value.

Positives
  • Sustainable payout ratio (58.82%)
Watchpoints
  • Low dividend yield (1.16%)

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$104.88
Analyst Target
$125.18
Upside/Downside
+19.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for RBA and closest competitors.

Updated 2026-05-01
RBA
RB Global, Inc.
Primary
5Y
+81.2%
3Y
+93.5%
1Y
+5.2%
6M
+5.7%
1M
+8.6%
1W
-1.8%
EXP
Expeditors International of Washington, Inc.
Peer
5Y
+42.5%
3Y
+39.5%
1Y
+34.6%
6M
+25.9%
1M
+3.1%
1W
+0.2%
ITT
ITT Inc.
Peer
5Y
+133.4%
3Y
+160.4%
1Y
+56.7%
6M
+21.9%
1M
+18.0%
1W
-2.6%
LUV
Southwest Airlines Co.
Peer
5Y
-27.7%
3Y
+36.0%
1Y
+73.7%
6M
+19.0%
1M
+1.4%
1W
-0.8%
RBC
RBC Bearings Incorporated
Peer
5Y
+208.3%
3Y
+157.2%
1Y
+78.5%
6M
+39.0%
1M
+7.9%
1W
+1.1%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
51.16
Forward P/E
21.64
PEG Ratio
0.87
P/B Ratio
3.5
P/S Ratio
4.25
EV/Revenue
5.2
EV/EBITDA
19.25
Market Cap
$19.5B

Profitability

Profit margins and return metrics

Profit Margin 9.33%
Operating Margin 16.39%
Gross Margin 46.58%
ROE 7.26%
ROA 3.95%

Growth

Revenue and earnings growth rates

Revenue Growth +5.4%
Earnings Growth -10.3%
Q/Q Revenue Growth +5.41%
Q/Q Earnings Growth -7.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.73
Moderate
Current Ratio
1.1
Good
Quick Ratio
0.57
Poor
Cash/Share
$2.86

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$1.2B
Gross Margin
47.2%
Op. Margin
15.0%
Net Margin
9.1%
Total Assets
$12.1B
Liabilities
$6.1B
Equity
$6.1B
Debt/Equity
1.00x
Operating CF
$0.3B
CapEx
$-0.1B
Free Cash Flow
$0.2B
FCF Yield
63%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-04
$N/A
2026-02-17
$1.11
+11.8% surprise
2025-11-06
$0.93
+17.3% surprise
2025-08-06
$1.07
+11.9% surprise

Industrials Sector Comparison

Comparing RBA against 550 companies in the Industrials sector (44 bullish, 210 neutral, 296 bearish)
P/E Ratio
51.16
This Stock
vs
89.26
Sector Avg
-42.7% (Discount)
Return on Equity (ROE)
7.26%
This Stock
vs
0.05%
Sector Avg
+13765.1% (Excellent)
Profit Margin
9.33%
This Stock
vs
5.94%
Sector Avg
+57.2% (Superior)
Debt to Equity
0.73
This Stock
vs
2.66
Sector Avg
-72.6% (Less Debt)
Revenue Growth
5.4%
This Stock
vs
89.5%
Sector Avg
-94.0% (Slower)
Current Ratio
1.1
This Stock
vs
2.98
Sector Avg
-63.0% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

STEIN DEBORAH SUSAN
Director
Buy
2026-03-18
400 shares · $39,496
CARLSON CHRISTOPHER
Officer
Stock Award
2026-03-13
2,647 shares
KESSLER JAMES FRANCIS
Chief Executive Officer
Stock Award
2026-03-13
256,716 shares
GUERIN ERIC
Chief Financial Officer
Stock Award
2026-03-13
9,393 shares
LEWIS MICHAEL THOMAS STEVEN
Chief Operating Officer
Stock Award
2026-03-13
5,094 shares
SCHMIT JENNIFER LAURA
Officer
Stock Award
2026-03-13
1,603 shares
WATT DARREN JEFFREY
Officer
Stock Award
2026-03-13
13,644 shares
KESSLER JAMES FRANCIS
Chief Executive Officer
Sell
2026-01-21
20,742 shares · $2,385,330
KESSLER JAMES FRANCIS
Chief Executive Officer
Option Exercise
2026-01-21
20,742 shares · $1,659,360
STEIN DEBORAH SUSAN
Director
Buy
2025-11-13
1,000 shares · $101,258
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K
FORM 8-K
2026-05-01

RBA filed a Form 8-K current report on May 1, 2026.

8-K
FORM 8-K
2026-04-23

RBA filed an 8-K on April 23, 2026, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2026-03-19

RBA filed a definitive proxy statement on March 19, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

8-K
FORM 8-K
2026-03-16
8-K
FORM 8-K
2026-03-16
8-K
FORM 8-K
2026-03-09
8-K
FORM 8-K
2026-03-04
10-K
10-K
2026-02-25

RB Global, Inc. faces significant operational risks due to its dependence on suppliers of damaged, total loss, and low-value vehicles, where any disruption could materially impact business results. Additionally, the company notes that U.S. civil liabilities may not be enforceable against the firm or its officers, contributing to a high degree of investment risk. No specific financial highlights were provided in the available excerpts.

8-K
8-K
2026-02-17

RBA filed an 8-K on February 17, 2026, likely to announce its financial results.

8-K
FORM 8-K
2026-01-20

RBA filed a Form 8-K on January 20, 2026, likely to announce its periodic financial results.

8-K
FORM 8-K
2025-11-24
8-K
8-K
2025-11-06
10-Q
10-Q
2025-11-06
8-K
FORM 8-K
2025-08-11
8-K
8-K
2025-08-06
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
BUY
11 analysts
Stephens & Co.
2026-04-17
init
Equal-Weight
BMO Capital
2026-02-18
Maintains
Outperform Outperform
RBC Capital
2026-02-18
Maintains
Outperform Outperform
RBC Capital
2025-11-07
Maintains
Outperform Outperform
B of A Securities
2025-11-07
Maintains
Buy Buy

Past News Coverage

Recent headlines mentioning RBA from our newsroom.

Newest → oldest
TradingGPT V2 Copilot
Fundamentals • Valuation • Risk
Hi! I'm your fundamentals copilot.

Ask me to:
• Summarize the business quality
• Review valuation and multiples
• Highlight risks and red flags
• Explain growth and margin trends
Home
Terminal
AI Chat
Markets
Profile