Upside case
Bull case
$294+177.6%
RBA would need investors to value it at roughly 67x earnings — about 43x more generous than today's 24x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewBuyUpdated May 1, 2026
RB Global, Inc. (RBA) Stock Analysis
Wall Street verdict, consensus price target, and analyst rating breakdown — everything needed to frame the risk/reward at today's price.
Analyst consensus
Buy
Covering
23
analysts
15 bullish · 2 bearish · 23 covering RBA
Strong Buy
0
Buy
15
Hold
6
Sell
2
Strong Sell
0
Consensus Target
$124
+17.1% vs today
Scenario Range
$79 – $294
Model bear to bull value window
Coverage
23
Published analyst ratings
Valuation Context
24.2x
Forward P/E · Market cap $19.7B
RBA price targets
Three scenarios for where RBA stock could go
Current
~$106
Confidence
61 / 100
Updated
May 1, 2026
Where we are now
Current · $106
Bear
$79
Base
$191
Bull
$294
Market caseClosest to today
Base case
$191+80.4%
At 44x on FY1 earnings, the base case reflects a reasonable but not stretched valuation. It prices in continued growth without assuming an exceptional setup.
Stress case
Bear case
$79-25.0%
If investor confidence fades or macro conditions deteriorate, a 6x multiple contraction could push RBA down roughly 25% from where it trades now.
Not financial advice. Model confidence reflects internal scenario assumptions, not a guarantee of returns. Past performance does not predict future results.
RB Global, Inc.
RBA · NYSEIndustrialsSpecialty Business ServicesDecember year-end
RB Global operates an omnichannel marketplace for commercial assets and vehicles, connecting buyers and sellers worldwide through auction and digital platforms. It generates revenue primarily from transaction fees on asset sales — with its Ritchie Bros. auction business and IAA vehicle marketplace being the main revenue drivers — supplemented by data and technology services. The company's competitive advantage lies in its extensive global network of physical auction yards combined with sophisticated digital platforms, creating a trusted ecosystem that benefits from network effects.
Market Cap
$19.7B
Revenue TTM
$4.7B
Net Income TTM
$452M
Net Margin
9.5%
RBA Revenue and Earnings Performance
Quarterly beat-or-miss track record against analyst estimates, plus forward revenue and EPS outlook for the next two fiscal years.
EPS Beat Rate
100%Exceptional
12 quarters tracked
Revenue Beat Rate
67%Exceptional
vs consensus estimates
Avg EPS Surprise
+14.8%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 4 of 4Q3 2025
EPS
$1.07/$0.95
Revenue
$1.2B/$1.0B
Q4 2025
EPS
$0.93/$0.82
Revenue
$1.1B/$1.2B
Q1 2026
EPS
$1.11/$0.99
Revenue
$1.2B/$1.2B
Q2 2026
EPS
$1.01/$0.97
Revenue
$1.2B/$1.1B
| Quarter | EPS (Actual / Est) | EPS Surprise | Revenue (Actual / Est) | Rev Surprise |
|---|---|---|---|---|
| Q3 2025 | $1.07/$0.95 | +12.6% | $1.2B/$1.0B | +13.3% |
| Q4 2025 | $0.93/$0.82 | +13.4% | $1.1B/$1.2B | -6.0% |
| Q1 2026 | $1.11/$0.99 | +12.1% | $1.2B/$1.2B | +1.8% |
| Q2 2026 | $1.01/$0.97 | +4.1% | $1.2B/$1.1B | +6.5% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$5.6B
+17.6% YoY
FY2
$6.7B
+20.5% YoY
EPS Outlook
FY1
$3.22
+33.8% YoY
FY2
$3.75
+16.5% YoY
Trailing FCF (TTM)$754M
FCF Margin: 15.9%
Next Earnings
—
Expected EPS
—
Expected Revenue
—
RBA beat EPS estimates in 4 of 4 tracked quarters. A perfect track record raises the bar for the upcoming report.
RBA Revenue Breakdown by Segment
Product and geographic revenue mix from the latest annual disclosure, with year-over-year growth by segment.
Latest disclosure
FY 2025
Total disclosed revenue $4.6B
Product Mix
Latest annual revenue by segment or product family
Service Revenues
76.3%
+4.1% YoY
Tap, hover, or focus a slice to inspect segment detail.
Geographic Mix
Latest annual revenue by reported region
UNITED STATES
72.0%
+6.9% YoY
Tap, hover, or focus a slice to inspect segment detail.
Service Revenues is the largest disclosed segment at 76.3% of FY 2025 revenue, up 4.1% YoY.
UNITED STATES is the largest reported region at 72.0%, up 6.9% YoY.
RBA Valuation Snapshot
Current multiples compared to the S&P 500, the company's sector, and its own five-year average.
Relative Value Signal
Overvalued
Fair value est. $87 — implies -16.7% from today's price.
Premium to Fair Value
16.7%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
RBA
50.9x
vs
S&P 500
25.2x
+102% premium
vs Industrials Trailing P/E
RBA
50.9x
vs
Industrials
25.9x
+97% premium
vs RBA 5Y Avg P/E
Today
50.9x
vs
5Y Average
44.8x
+14% premium
Forward PE
24.2x
S&P 500
19.1x
+27%
Industrials
20.8x
+16%
5Y Avg
—
—
Trailing PE
50.9x
S&P 500
25.2x
+102%
Industrials
25.9x
+97%
5Y Avg
44.8x
+14%
PEG Ratio
8.22x
S&P 500
1.75x
+371%
Industrials
1.59x
+417%
5Y Avg
—
—
EV/EBITDA
16.6x
S&P 500
15.3x
+9%
Industrials
13.9x
+19%
5Y Avg
16.9x
-2%
Price/FCF
27.0x
S&P 500
21.3x
+26%
Industrials
20.6x
+31%
5Y Avg
30.0x
-10%
Price/Sales
4.2x
S&P 500
3.1x
+35%
Industrials
1.6x
+166%
5Y Avg
3.9x
+8%
Dividend Yield
1.15%
S&P 500
1.88%
-39%
Industrials
1.24%
-7%
5Y Avg
1.67%
-31%
| Metric | RBA | S&P 500 | Industrials | 5Y Avg RBA |
|---|---|---|---|---|
| Forward PE | 24.2x | 19.1x+27% | 20.8x+16% | — |
| Trailing PE | 50.9x | 25.2x+102% | 25.9x+97% | 44.8x+14% |
| PEG Ratio | 8.22x | 1.75x+371% | 1.59x+417% | — |
| EV/EBITDA | 16.6x | 15.3x | 13.9x+19% | 16.9x |
| Price/FCF | 27.0x | 21.3x+26% | 20.6x+31% | 30.0x-10% |
| Price/Sales | 4.2x | 3.1x+35% | 1.6x+166% | 3.9x |
| Dividend Yield | 1.15% | 1.88% | 1.24% | 1.67% |
RBA trades above S&P 500 benchmarks on 5 of 6 measured multiples — commands a broad premium across most valuation dimensions.
Forward P/E and PEG reflect analyst consensus estimates. Historical averages use trailing ratios where forward data is unavailable.S&P 500 and sector benchmarks both use trailing median P/E — similar readings indicate the broader index and sector are priced alike.
Open valuation toolRBA Financial Health
Verdict
Strong
RBA generates $754M in free cash flow at a 15.9% margin — returns 1.1% of market cap to shareholders annually.
Cash Engine
Revenue, margins, and cash generation
Revenue (TTM)
Trailing-twelve-month sales base
$4.7B
Revenue Growth
TTM vs prior year
+9.4%
Gross Margin
Gross profit as a share of revenue
33.4%
Operating Margin
Operating income divided by revenue
18.6%
Net Margin
Net income divided by revenue
9.5%
EPS (TTM)
Diluted earnings per share, trailing twelve months
$2.41
Free Cash Flow (TTM)
Cash generation after capex
$754M
FCF Margin
FCF as share of revenue — the primary cash quality signal
15.9%
Capital Quality
ROIC, leverage, and debt serviceability
ROIC
Return on invested capital — primary competitive quality signal
6.0%
ROA
Return on assets, trailing twelve months
3.7%
Cash & Equivalents
Liquid assets on the balance sheet
$694M
Net Debt
Total debt minus cash
$4.8B
Debt Serviceability
Net debt as a multiple of annual free cash flow
6.4× FCF
~6.4 years to full repayment at current FCF run-rate
ROE
Return on equity, trailing twelve months
7.5%
Shareholder Returns
How capital is returned to owners
Total shareholder yield
1.1%
Dividend
1.1%
Buyback
0.0%
Share Repurchases
Trailing buyback outflow — dollar magnitude of capital returned
$0
Dividend / Share
Annualized trailing dividend per share
$1.22
Payout Ratio
Share of earnings distributed as dividends
52.1%
Shares Outstanding
Current diluted share count
186M
All figures from the trailing twelve months. ROIC uses invested capital (equity + net debt).
Open full ratios pageRBA Stock Risk Factors
Key factors that could pressure the stock price, compress the multiple, or weigh on future results.
AI analysis · updated April 29, 2026
High Risk
Interest Rate Hikes
The Reserve Bank of Australia (RBA) is in a tightening cycle, raising interest rates to combat inflation. This increases the risk of mortgage stress for households and could lead to a significant slowdown in economic growth, raising concerns about a potential 'hard landing'.
High Risk
Global Economic Volatility
Geopolitical tensions, particularly the conflict in the Middle East, are creating uncertainty that impacts global supply chains and commodity prices. This volatility exacerbates inflationary pressures and complicates the RBA's monetary policy decisions.
High Risk
Housing Market Correction
Persistently high energy prices could drive inflation higher, leading to increased interest rates and a potential correction in the housing market. Such a correction would strain bank balance sheets and could have widespread economic implications.
Medium
Fluctuating Demand and Supply Challenges
RB Global faces risks from potential supply challenges and fluctuating demand for used equipment and salvage automobiles. These factors could impact the company's revenue and operational efficiency.
Medium
Gross Transaction Value Decline
A recent decline in Gross Transaction Value (GTV) raises concerns about RB Global's ability to maintain growth momentum. This decline could affect investor confidence and the company's market position.
Medium
Weak Productivity Growth
Australia's long-standing issue of weak productivity growth hinders improvements in living standards and complicates inflation management. This could pose challenges for companies operating in the region, including RB Global.
Lower
Market Volatility
While RBA's share price has been stable recently, broader market corrections, particularly those related to the AI boom, could pose risks. Such volatility may affect investor sentiment and stock performance.
Lower
Analyst Sentiment
Despite a consensus rating of 'Buy' for RBA stock, differing analyst opinions exist regarding growth forecasts and market momentum. This divergence in sentiment could lead to fluctuations in stock performance.
These are risk mechanisms, not predictions. The key question is which would force a cut to earnings estimates or a lower multiple than the market currently prices in.
Why RBA Stock Could Outperform
Structural drivers behind the upside case and why the stock could outperform over the next 12 months.
AI analysis · updated April 29, 2026
Strong Analyst Sentiment
A significant majority of analysts covering RBA have a 'Buy' or 'Strong Buy' rating. As of late April 2026, 13 analysts provided a bullish consensus with a median price target of $130.00, implying a potential upside of over 20%.
Robust Financial Growth Projections
Analysts forecast continued revenue and earnings growth for RBA, with revenue expected to grow by approximately 6.65% next year. Earnings per share (EPS) are projected to increase by over 11% next year, with some projections indicating earnings growth of around 21% per year.
Significant Share Repurchase Program
RB Global has authorized a substantial share repurchase program of up to $500 million, demonstrating management's confidence in the company's value and commitment to enhancing shareholder returns.
Strategic Acquisitions for Growth
The company is actively pursuing acquisitions, including an agreement to acquire BigIron Auction Company, which will expand its reach in the U.S. agriculture sector. These acquisitions are expected to lift transaction volumes and margins through global expansion and cross-border integrations.
Leading Market Position and Efficiency
RB Global operates a leading marketplace for heavy equipment and commercial assets, showcasing strong pricing power and operational efficiency. The company's expansion into online marketplaces enhances accessibility and reach, further solidifying its market position.
A real bull case compounds — each driver matters most when it strengthens margins, supports capital returns, and keeps the company above the market's minimum growth bar simultaneously.
RBA Stock Price Performance
52-week range context and price returns across multiple time horizons. Dividend contribution is shown separately in the Capital Return section.
Current Price
$105.88
52W Range Position
47%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$93.58
+13.1% from the low
52-Week High
$119.58
-11.5% from the high
1 Month
+8.17%
3 Month
-10.05%
YTD
+2.5%
1 Year
+3.9%
3Y CAGR
+22.8%
5Y CAGR
+9.9%
10Y CAGR
+13.8%
Range context matters because valuation compression and earnings misses rarely hit from the same starting point. A stock already far below its high can still fall, but it is no longer carrying the same embedded optimism as one pressing a fresh peak.
RBA vs Peers
Valuation, growth, and margin comparison against the closest publicly traded peers for this company.
Peer Set
Accurate peer set
Forward PE
24.2x
vs 19.3x median
+25% above peer median
Revenue Growth
+17.6%
vs +7.7% median
+128% above peer median
Net Margin
9.5%
vs 9.2% median
+4% above peer median
| Company | Mkt Cap | Fwd PE | Rev Grw | Margin | Rating | Upside |
|---|---|---|---|---|---|---|
RBA RBA RB Global, Inc. | $19.7B | 24.2x | +17.6% | 9.5% | Buy | +17.1% |
KAR KAR OPENLANE, Inc. | $2.9B | 19.3x | +7.4% | 9.2% | Buy | +16.6% |
CPR CPRT Copart, Inc. | $32.3B | 21.2x | +7.7% | 33.8% | Buy | +21.3% |
EBA EBAY eBay Inc. | $49.4B | 17.7x | +5.5% | 17.6% | Hold | +1.4% |
REZ REZI Resideo Technologies, Inc. | $6.2B | 13.3x | +8.0% | -7.1% | Buy | -2.7% |
HRI HRI Herc Holdings Inc. | $4.5B | 22.8x | +17.4% | -0.1% | Buy | +34.8% |
This peer comparison reflects companies with similar business models, product lines, or market positioning, supplemented by industry grouping when direct matches are limited.
RBA Dividend and Capital Return
RBA returns 1.1% total yield, led by a 1.15% dividend.
Dividend SustainableFCF Well Covered
Total Shareholder Yield
1.1%
Dividend + buyback return per year
Buyback Yield
0.0%
Dividend Yield
1.15%
Payout Ratio
52.1%
How RBA Splits Its Return
Div 1.15%
Dividend 1.15%Buybacks 0.0%
Dividend Profile
Yield, cadence, and growth quality
Dividend / Share
Trailing annualized cash dividend
$1.22
Growth Streak
Consecutive years of dividend increases
1Y
3Y Div CAGR
4.9%
5Y Div CAGR
7.4%
Ex-Dividend Date
—
Payment Cadence
Quarterly
4 payments over the last 12 months
Buyback Engine
How much per-share support comes from repurchases
Repurchases (TTM)
Cash used for buybacks in the latest trailing period
$0
Estimated Shares Retired
0
Approx. Share Reduction
0.0%
Shares Outstanding
Current diluted share count from the screening snapshot
186M
| Year | Div / Share | YoY Grw | BB Yield | Total Yield |
|---|---|---|---|---|
| 2026 | $0.31 | — | — | — |
| 2025 | $1.20 | +7.1% | 0.0% | 1.2% |
| 2024 | $1.12 | -48.1% | 0.0% | 1.2% |
| 2023 | $2.16 | +107.7% | 0.0% | 2.6% |
| 2022 | $1.04 | +10.6% | 0.0% | 1.8% |
FAQ
7 questionsRBA Investor Questions
Common questions answered from live analyst data and company financials.
01Is RB Global, Inc. (RBA) stock a buy or sell in 2026?
RB Global, Inc. (RBA) is rated Buy by Wall Street analysts as of 2026. Of 23 analysts covering the stock, 15 rate it Buy or Strong Buy, 6 rate it Hold, and 2 rate it Sell or Strong Sell. The consensus 12-month price target is $124, implying +17.1% from the current price of $106. The bear case scenario is $79 and the bull case is $294.
02What is the RBA stock price target for 2026?
The Wall Street consensus price target for RBA is $124 based on 23 analyst estimates. The high-end target is $124 (+17.1% from today), and the low-end target is $124 (+17.1%). The base case model target is $191.
03Is RB Global, Inc. (RBA) stock overvalued in 2026?
RBA trades at 24.2x times forward earnings. The stock trades at a notable premium to the broad market, which is typical for businesses with strong free cash flow and above-average growth expectations. Based on current multiples versus the peer group, the relative model signals overvalued. Whether the stock is over or undervalued ultimately depends on whether consensus earnings estimates are achievable.
04What are the main risks for RB Global, Inc. (RBA) stock in 2026?
The primary risks for RBA in 2026 are: (1) Interest Rate Hikes — The Reserve Bank of Australia (RBA) is in a tightening cycle, raising interest rates to combat inflation. (2) Global Economic Volatility — Geopolitical tensions, particularly the conflict in the Middle East, are creating uncertainty that impacts global supply chains and commodity prices. (3) Housing Market Correction — Persistently high energy prices could drive inflation higher, leading to increased interest rates and a potential correction in the housing market. Each factor has the potential to pressure earnings or compress the stock's valuation multiple.
05What is RB Global, Inc.'s revenue and earnings forecast?
Analyst consensus estimates RBA will report consensus revenue of $5.6B (+17.6% year-over-year) and EPS of $3.22 (+33.8% year-over-year) for the upcoming fiscal year. The following year, analysts project $6.7B in revenue.
06When does RB Global, Inc. (RBA) report its next earnings?
A confirmed upcoming earnings date for RBA is not yet available. Check the Earnings section above for the most recent quarterly report dates and forward estimates.
07How much free cash flow does RB Global, Inc. generate?
RB Global, Inc. (RBA) generated $754M in free cash flow over the trailing twelve months — a free cash flow margin of 15.9%. RBA returns capital to shareholders through dividends (1.1% yield) and share repurchases ($0 TTM).