Professional
Added to YB: 2025-06-03
Pitch date: 2025-05-16
RBA [bullish]
RB Global, Inc.
-17.59%
current return
Author Info
No bio for this author
Company Info
RB Global, Inc. operates a marketplace that provides insights, services, and transaction solutions for buyers and sellers of commercial assets and vehicles worldwide.
Market Cap
$15.6B
Pitch Price
$106.04
Price Target
170.00 (+97%)
Dividend
1.57%
EV/EBITDA
12.71
P/E
36.32
EV/Sales
4.18
Sector
Commercial Services and Supplies
Category
special_situation
Graham & Doddsville: RB GLOBAL, INC. (NYSE: RBA) - Long
RBA: Leading used equipment auctioneer (20% share) + IAA acquisition (2nd in auto salvage duopoly). $149 PT (16% 3yr IRR). Resilient countercyclical model, 8.8% rev CAGR 2024-28. IAA closing gap with Copart via tech upgrades, yard expansion, CAT response. Early integration synergies promising. Risks: integration execution, equipment supply, AV disruption.
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