Upside case
Bull case
$183+65.5%
RBA would need investors to value it at roughly 42x earnings — about 17x more generous than today's 25x forward P/E. That requires meaningful multiple expansion on top of continued earnings growth.
Analysis OverviewBuyUpdated Jun 18, 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
24
analysts
15 bullish · 2 bearish · 24 covering RBA
Strong Buy
0
Buy
15
Hold
7
Sell
2
Strong Sell
0
Consensus Target
$124
+12.1% vs today
Scenario Range
$88 – $183
Model bear to bull value window
Coverage
24
Published analyst ratings
Valuation Context
25.4x
Forward P/E · Market cap $20.6B
RBA price targets
Three scenarios for where RBA stock could go
Current
~$111
Confidence
45 / 100
Updated
Jun 18, 2026
Where we are now
Current · $111
Bear
$88
Base
$139
Bull
$183
Market caseClosest to today
Base case
$139+25.6%
At 32x 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
$88-20.9%
If investor confidence fades or macro conditions deteriorate, a 5x multiple contraction could push RBA down roughly 21% 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
$20.6B
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
92%Exceptional
12 quarters tracked
Revenue Beat Rate
67%Exceptional
vs consensus estimates
Avg EPS Surprise
+14.2%
above Street consensus
Beat / Miss Record
BeatMissLeft = EPS · Right = Revenue
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Last 4 Quarters
EPS beats: 3 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
$0.95/$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 | $0.95/$0.97 | -2.1% | $1.2B/$1.1B | +6.6% |
FY1–FY2 Estimates
Revenue Outlook
FY1
$5.1B
+8.5% YoY
FY2
$5.5B
+6.1% YoY
EPS Outlook
FY1
$2.91
+20.6% YoY
FY2
$3.09
+6.2% YoY
Trailing FCF (TTM)$754M
FCF Margin: 15.9%
Next Earnings
August 5, 2026
Expected EPS
$1.15
Expected Revenue
$1.2B
RBA beat EPS estimates in 3 of 4 tracked quarters. A strong delivery record supports forward estimate credibility.
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
Expensive versus peers
Fair value est. $72 — implies -35.3% from today's price.
Premium to Fair Value
35.3%
above fair value
Deep DiscountFair ValueVery Expensive
vs S&P 500 Trailing P/E
RBA
53.2x
vs
S&P 500
24.4x
+117% premium
vs Industrials Trailing P/E
RBA
53.2x
vs
Industrials
25.6x
+108% premium
vs RBA 5Y Avg P/E
Today
53.2x
vs
5Y Average
44.8x
+19% premium
Forward PE
25.4x
S&P 500
18.8x
+35%
Industrials
21.2x
+20%
5Y Avg
—
—
Trailing PE
53.2x
S&P 500
24.4x
+117%
Industrials
25.6x
+108%
5Y Avg
44.8x
+19%
PEG Ratio
8.58x
S&P 500
1.66x
+417%
Industrials
1.65x
+421%
5Y Avg
—
—
EV/EBITDA
17.2x
S&P 500
15.2x
+13%
Industrials
13.9x
+24%
5Y Avg
16.9x
+2%
Price/FCF
28.1x
S&P 500
20.7x
+36%
Industrials
20.0x
+40%
5Y Avg
30.0x
-6%
Price/Sales
4.4x
S&P 500
3.1x
+43%
Industrials
1.6x
+182%
5Y Avg
3.9x
+12%
Dividend Yield
1.10%
S&P 500
1.91%
-43%
Industrials
1.21%
-9%
5Y Avg
1.67%
-34%
| Metric | RBA | S&P 500 | Industrials | 5Y Avg RBA |
|---|---|---|---|---|
| Forward PE | 25.4x | 18.8x+35% | 21.2x+20% | — |
| Trailing PE | 53.2x | 24.4x+117% | 25.6x+108% | 44.8x+19% |
| PEG Ratio | 8.58x | 1.66x+417% | 1.65x+421% | — |
| EV/EBITDA | 17.2x | 15.2x+13% | 13.9x+24% | 16.9x |
| Price/FCF | 28.1x | 20.7x+36% | 20.0x+40% | 30.0x |
| Price/Sales | 4.4x | 3.1x+43% | 1.6x+182% | 3.9x+12% |
| Dividend Yield | 1.10% | 1.91% | 1.21% | 1.67% |
RBA trades above S&P 500 benchmarks on 6 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 June 18, 2026
Medium
Revenue Mix Shift
The service revenue take rate declined 160 basis points due to a mix shift toward higher-priced assets with lower percentage fees.
High Risk
Competitive Pressure
RB Global faces strong competition from key players like Copart and United Rentals, which could impact market share and pricing power.
Medium
Operational Execution
Despite strong GTV growth, operational risks remain in maintaining broad-based growth across all sectors.
Lower
Market Sentiment
Investor sentiment may fluctuate based on fundamental analysis and comparisons with peers, affecting stock volatility.
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 June 18, 2026
Strong auction performance
Ritchie Bros. generated over CA$175 million in Gross Transaction Value (GTV) at a premier Canadian auction, indicating robust demand and execution.
Diverse heavy equipment market
The company offers a wide range of heavy equipment for construction, transportation, and agriculture, catering to a global customer base.
Quarterly financial reporting
Recent 10-Q filings show ongoing financial transparency and operational updates, providing investors with timely insights.
Stock analysis availability
MarketBeat provides comprehensive RB Global stock analysis, including price targets and dividend info, aiding investor decision-making.
Public auction accessibility
Bidding options (in-person or online) enhance participation and liquidity in RB Global's auction marketplace.
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
$110.57
52W Range Position
65%
52-Week Range
Current price plotted between the 52-week low and high.
52-Week Low
$93.58
+18.2% from the low
52-Week High
$119.58
-7.5% from the high
1 Month
+7.52%
3 Month
+13.83%
YTD
+7.0%
1 Year
+5.7%
3Y CAGR
+24.6%
5Y CAGR
+13.4%
10Y CAGR
+12.6%
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
25.4x
vs 19.1x median
+33% above peer median
Revenue Growth
+8.5%
vs +8.5% median
-1% below 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. | $20.6B | 25.4x | +8.5% | 9.5% | Buy | +12.1% |
KAR KAR OPENLANE, Inc. | $2.9B | 19.3x | +6.0% | 9.2% | Buy | +5.7% |
CPR CPRT Copart, Inc. | $28.0B | 19.1x | +9.4% | 33.5% | Buy | +53.8% |
EBA EBAY eBay Inc. | $49.5B | 17.7x | +8.9% | 17.6% | Hold | +1.5% |
REZ REZI Resideo Technologies, Inc. | $4.8B | 11.4x | +6.8% | -6.5% | Buy | +25.4% |
HRI HRI Herc Holdings Inc. | $5.2B | 25.8x | +8.5% | -0.1% | Buy | +18.2% |
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 1.10% dividend, raised 23 consecutive years.
Dividend SustainableFCF Well Covered
Total Shareholder Yield
1.1%
Dividend + buyback return per year
Buyback Yield
0.0%
Dividend Yield
1.10%
Payout Ratio
52.1%
How RBA Splits Its Return
Div 1.10%
Dividend 1.10%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
23Y
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 | $0.62 | — | — | — |
| 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 24 analysts covering the stock, 15 rate it Buy or Strong Buy, 7 rate it Hold, and 2 rate it Sell or Strong Sell. The consensus 12-month price target is $124, implying +12.1% from the current price of $111. The bear case scenario is $88 and the bull case is $183.
02What is the RBA stock price target for 2026?
The Wall Street consensus price target for RBA is $124 based on 24 analyst estimates. The high-end target is $124 (+12.1% from today), and the low-end target is $124 (+12.1%). The base case model target is $139.
03Is RB Global, Inc. (RBA) stock overvalued in 2026?
RBA trades at 25.4x 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 expensive versus peers. 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) Competitive Pressure — RB Global faces strong competition from key players like Copart and United Rentals, which could impact market share and pricing power. (2) Revenue Mix Shift — The service revenue take rate declined 160 basis points due to a mix shift toward higher-priced assets with lower percentage fees. (3) Operational Execution — Despite strong GTV growth, operational risks remain in maintaining broad-based growth across all sectors. 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 $5.1B (+8.5% year-over-year) and EPS of $2.91 (+20.6% year-over-year) for the upcoming fiscal year. The following year, analysts project $5.5B in revenue.
06When does RB Global, Inc. (RBA) report its next earnings?
RB Global, Inc. is expected to report its next earnings on approximately 2026-08-05. Consensus expects EPS of $1.15 and revenue of $1.2B. Over recent quarters, RBA has beaten EPS estimates 92% of the time.
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).