RB Global (RBA) AI Stock Analysis

• Market Cap: $25.52B
• Dividend Yield: 1.22%
• Average Volume (3M): 314.91K
• Price to Earnings (P/E): 46.8
• Beta (1Y): 0.89
• Revenue Growth: 11.26%
• EPS Growth: 17.45%
• Country: CA
• Employees: 7,900
• Sector: Industrials
• Sector Strength: 72
• Industry: Specialty Business Services
• EPS (TTM): 1.31
• Shares Outstanding: 185,692,000
• 10 Day Avg. Volume: 335,304
• 30 Day Avg. Volume: 314,911
• PEG Ratio: 0.31
• Price to Book (P/B): 2.91
• Price to Sales (P/S): 3.87
• P/FCF Ratio: 25.32
• Enterprise Value/Market Cap: 1.32
• Enterprise Value/Revenue: 7.64
• Enterprise Value/Gross Profit: 16.60
• Enterprise Value/Ebitda: 27.49
• 1Y Price Target: $177.93
• Price Target Upside: 29.97% Upside
• Rating Consensus: Strong Buy
• Number of Analyst Covering: 6
• EPS Forecast (FY): 5.4
• Revenue Forecast (FY): $6.37B

• Rating: 64 Neutral
• Price Target: C$147.00 ▲(7.38% Upside)

RB Global's overall stock score reflects strong earnings call results and solid financial performance, offset by bearish technical indicators and a high valuation. The company's strategic initiatives and expansions are promising, but the current market conditions and valuation pose challenges.

Positive Factors

Strategic Partnerships

The expanded GSA partnership enhances RB Global's market position, providing a stable revenue stream and reinforcing its role as a key player in government vehicle remarketing.

Operational Efficiency

High operational efficiency rates reflect strong management execution, reducing costs and improving service reliability, which can enhance customer satisfaction and retention.

Geographic Expansion

The acquisition in Australia expands RB Global's geographic footprint, providing access to new markets and potential revenue growth opportunities in the region.

Negative Factors

Decline in Free Cash Flow Growth

A decline in free cash flow growth could impact RB Global's ability to reinvest in the business, limit strategic flexibility, and affect long-term financial health.

Market Challenges in Automotive Pricing

Declining automotive pricing pressures could reduce margins and profitability, challenging RB Global's ability to maintain financial performance in this sector.

Impact of Yellow Corporation Bankruptcy

The bankruptcy impact highlights sector vulnerabilities, potentially affecting future revenue stability and necessitating strategic adjustments to mitigate similar risks.

RB Global Business Overview & Revenue Model

Company Description

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.

How the Company Makes Money

RB Global generates revenue primarily through auction fees charged to sellers and buyers during the auction process. The company earns a commission on each sale, which is a percentage of the final sale price of the vehicles or equipment. Additionally, RB Global offers subscription services for dealers and businesses that provide access to premium features and enhanced visibility in auctions. Revenue also comes from ancillary services such as vehicle transportation, reconditioning, and financing solutions. Strategic partnerships with automotive manufacturers and financial institutions further bolster its revenue streams, allowing for the integration of services and increased market reach.

RB Global Financial Statement Overview

Summary

RB Global demonstrates solid financial health with consistent revenue growth and strong operational margins. The balance sheet shows a stable financial position, but the decline in free cash flow growth could pose a risk if not addressed. Overall, the company is performing well but should focus on enhancing profitability and cash flow generation.

Income Statement

RB Global shows a consistent revenue growth trend, with a TTM revenue increase of 2.08%. The gross profit margin remains strong at 46.24%, indicating efficient cost management. However, the net profit margin is relatively modest at 9.68%, suggesting room for improvement in profitability. The EBIT and EBITDA margins are healthy, reflecting solid operational performance.

Balance Sheet

The company's debt-to-equity ratio of 0.74 indicates a balanced approach to leveraging, though slightly higher than ideal. The return on equity is moderate at 7.35%, suggesting a stable but not exceptional return on shareholder investments. The equity ratio of 48.82% reflects a solid equity base, providing financial stability.

Cash Flow

Operating cash flow is strong, covering net income adequately with a ratio of 0.71. However, the free cash flow growth rate has declined by 10.70%, which could be a concern for future liquidity. The free cash flow to net income ratio of 0.70 indicates efficient cash generation relative to earnings.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	4.42B	4.28B	3.68B	1.73B	1.42B	1.38B
Gross Profit	2.03B	2.02B	1.79B	967.00M	822.70M	754.44M
EBITDA	1.23B	1.23B	1.03B	417.20M	357.70M	344.15M
Net Income	417.80M	413.10M	206.50M	319.70M	151.90M	170.09M
Balance Sheet
Total Assets	12.16B	11.81B	12.04B	2.86B	3.59B	2.35B
Cash, Cash Equivalents and Short-Term Investments	710.20M	533.90M	576.20M	494.30M	326.11M	278.77M
Total Debt	4.40B	4.56B	4.77B	759.80M	1.87B	795.72M
Total Liabilities	6.21B	6.09B	6.53B	1.57B	2.52B	1.34B
Stockholders Equity	5.93B	5.71B	5.50B	1.29B	1.07B	1.01B
Cash Flow
Free Cash Flow	726.37M	727.60M	447.74M	430.80M	302.60M	260.39M
Operating Cash Flow	959.05M	886.97M	679.34M	461.82M	312.25M	275.37M
Investing Cash Flow	-397.70M	-287.12M	-3.16B	75.03M	-210.47M	-295.18M
Financing Cash Flow	-453.08M	-614.22M	2.72B	-1.22B	944.77M	-117.11M

RB Global Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 136.90
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:RBA, the sentiment is Negative. The current price of 136.9 is below the 20-day moving average (MA) of 138.04, below the 50-day MA of 143.56, and below the 200-day MA of 145.04, indicating a bearish trend. The MACD of -1.91 indicates Negative momentum. The RSI at 44.60 is Neutral, neither overbought nor oversold. The STOCH value of 33.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for TSE:RBA.

RB Global Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
TRI	69 Neutral	$84.08B	34.67	14.87%	1.76%	5.89%	-21.32%
TCL.B	68 Neutral	C$1.70B	9.71	9.36%	9.25%	-2.90%	57.43%
GDI	67 Neutral	C$700.56M	20.01	8.55%	―	-2.83%	179.03%
TCL.A	66 Neutral	C$1.61B	9.17	9.36%	9.28%	-2.90%	57.43%
RBA	64 Neutral	$25.52B	46.83	8.18%	1.22%	11.26%	17.45%
Sector *	63 Neutral	$10.79B	15.43	7.44%	2.01%	2.89%	-14.66%
CGY	61 Neutral	C$575.68M	-934.07	6.36%	2.07%	3.69%	92.38%

RB Global Corporate Events

RB Global Reports Strong Q3 2025 Financial Results

RB Global, Inc. reported strong financial results for the third quarter of 2025, with significant growth across various metrics. The company saw a 7% increase in total gross transaction value to $3.9 billion, an 11% rise in total revenue to $1.1 billion, and a 25% increase in net income to $95.2 million. These results reflect the company’s commitment to growth and shareholder value creation, as well as its strategic investments in customer experience and operational efficiency.

The most recent analyst rating on (TSE:RBA) stock is a Buy with a C$120.00 price target. To see the full list of analyst forecasts on RB Global stock, see the TSE:RBA Stock Forecast page.

RB Global Appoints Chris Carlson as Chief Accounting Officer

RB Global, Inc. announced that Jeff Jeter, the Chief Revenue Officer, will retire on March 31, 2026, but will remain an advisor through the year to ensure a smooth transition. On August 5, 2025, Chris Carlson was appointed as the Chief Accounting Officer, effective August 24, 2025, following his role as SVP, Global Controller since 2023. Carlson’s promotion includes a salary increase to $350,000, a target incentive of 60% of his salary, and a long-term incentive target increase from 60% to 80%.

The most recent analyst rating on (TSE:RBA) stock is a Buy with a C$118.00 price target. To see the full list of analyst forecasts on RB Global stock, see the TSE:RBA Stock Forecast page.

Ritchie Bros. Earnings Call: Growth Amid Challenges

Ritchie Bros. Auctioneers’ recent earnings call painted a picture of a company experiencing robust growth in certain sectors while grappling with challenges in others. The sentiment expressed during the call was generally positive, highlighting strong performance in the automotive sector and improved financial metrics. However, there was also a note of caution due to ongoing macroeconomic uncertainties impacting other areas of the business.

Ritchie Bros. Auctioneers Reports Q2 2025 Financial Results

Ritchie Bros. Auctioneers, operating under the name RB Global, Inc., is a leading omnichannel marketplace specializing in the auctioning of commercial assets and vehicles worldwide, with a presence in over 170 countries. The company recently released its earnings report for the quarter ending June 30, 2025, showcasing its financial performance and strategic developments.