RB Global Inc. Common Stock (RBA)

FairStock Score: 33/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I am a student of value, so I begin with what the business earns and what I must pay for it. RB Global operates marketplaces for commercial assets and vehicles, with brands like Ritchie Bros. and IAA. That two-sided network can create scale, data, and switching costs, but the numbers must confirm the moat. In fiscal Q2 2026, the quarter ended 2026-06-30, revenue was $1.3B, net income $143.5M, and diluted EPS $0.71. A year earlier, in fiscal Q2 2025, revenue was $1.2B, net income $109.8M, and diluted EPS $0.53, so the latest quarter showed meaningful improvement. For full fiscal 2025, revenue was $4.6B and net income $428.4M, or $2.04 per diluted share, versus fiscal 2024 revenue of $4.3B, net income $413.1M, and EPS $2.01. The five-year record leads FairStock to classify it as a FAST GROWER, with profit growing 20.3% a year and revenue 27.2% a year. Yet quality and price matter. On 2026-10-13, the close was $88.22. FairStock calculates a P/E of 38.03, P/B of 2.93, ROE of 8.07%, ROCE of 4.13%, and FCF yield of 3.1%. The Graham Number is $41.30, leaving a margin of safety of minus 113.61%, which is a fancy way of saying the price is far above Graham-style value. Debt to equity is 0.78, Altman Z is 1.89, and Piotroski is 6/9. Growth is real, but returns on capital are modest and the price discounts a lot of future success. I would want either a much lower price or clear evidence that ROCE is rising before calling this a bargain.

In plain English: RB Global runs online marketplaces that help people buy and sell used commercial equipment and vehicles around the world. The business has been growing revenue and profit, and the latest quarter was stronger than a year earlier. But at the 2026-10-13 close of $88.22, the stock looks expensive compared with its earnings, book value, and cash flow, so investors are paying a high price for that growth.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer