RB Global, Inc.
$102.18
-2.5%RB Global, Inc., an omnichannel marketplace, provides insights, services, and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide. Its marketplace brands include Ritchie Bros., an auctioneer of commercial assets and vehicles offering online bidding; IAA, a digital marketplace connecting vehicle buyers and sellers; Rouse Services, which provides asset management, data-driven intelligence, and performance benchmarking system; SmartEquip, a technology platform that supports customers' management of the equipment lifecycle; Xcira that provides live simulcast auction technologies; and Veritread, an online marketplace for heavy haul transport solution. The company serves customers across various asset classes, including automotive, commercial transportation, construction, government surplus, lifting and material handling, energy, mining, and agriculture. RB Global, Inc. was founded in 1958 and is headquartered in Westchester, Illinois.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
High confidenceValuation multiple is elevated (P/E 48.9).
Valuation inputs: P/E 48.9, earnings yield +2.0%, momentum -2.5%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE +7.2%, ROIC +6.1%).
Profitability stack: net margin +9.3%, ROE +7.2%, ROIC +6.1%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +50.0%, momentum -2.5%, net margin +9.3%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
RB Global, Inc. Market vs Earnings Trajectory
Loading price and EPS data...
RB Global, Inc. Fair Value Envelope
RB Global, Inc. Profit Bridge
Profitability Analysis
Gross Margin
Strong gross margins indicate healthy pricing and efficient production or service delivery.
Operating Margin
Healthy operating margins demonstrate effective cost control and strong business fundamentals.
Net Profit Margin
Moderate profitability with room for improvement. Monitor interest expenses and tax efficiency.
Effective Tax Rate
Moderate tax rate typical for most corporations. Represents standard tax burden on profits.
Profitability Insight
Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.
RB Global, 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
Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.
FCF Growth Trend
Steady FCF growth indicates consistent cash generation improvement. On a positive trajectory.
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.
RB Global, Inc. Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Acceptable liquidity, but monitor closely. Current assets just barely cover current liabilities.
Debt-to-Equity Ratio
Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.
Working Capital
Positive working capital, but relatively tight. The company should monitor cash flow carefully.
Asset Composition
Capital-intensive business with significant long-term investments in property, equipment, or intangibles.
RB Global, Inc. Street Expectations Map
Wall Street analysts project that RBA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 124.00, with estimates ranging from a low of 124.00 to a high of 124.00.
The consensus 1-year price target stands at 124.00, with estimates ranging from a low of 124.00 to a high of 124.00.
Analyst Consensus Analysis
Upside Potential
Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
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.
RB Global, Inc. Insider Positioning
During the last 12 months, insiders have purchased $185K and sold $9.36M worth of RBA shares, resulting in $9.18M of net selling activity.
3 Months
825
83.33K
140
15.40K
+68K
+$68K
3-6 Months
0
0.00
20.7K
2.39M
-2.4M
-$2.39M
6-9 Months
1.0K
101.26K
2.2K
254.14K
-153K
-$153K
9-12 Months
0
0.00
61.3K
6.71M
-6.7M
-$6.71M
Top Buyers
Stein Deborah
Director
$185K
Top Sellers
Kessler James Francis
Officer: Chief Executive Officer
$7.41M
Watt Darren Jeffrey
Officer: Chief Legal Officer
$1.60M
Lewis Michael Thomas Steven
Officer: Chief Operations Officer
$254K
Dewitt Adam
Director
$85K
Carlson Christopher
Officer: Chief Accounting Officer
$15K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $9.18M 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)
Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.
Insider Participation
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
rba Dividend History
Learning Layer
Related Guides
Build conviction on RBA 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.