Added to YB: 2026-03-25
Pitch date: 2026-03-23
VRRM [neutral]
Verra Mobility Corporation
-1.73%
current return
Author Info
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Company Info
Verra Mobility Corporation provides smart mobility technology solutions in the United States, Australia, Europe, and Canada.
Market Cap
$2.2B
Pitch Price
$14.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.51
P/E
16.87
EV/Sales
3.24
Sector
Professional Services
Category
value
Down 50% since my deep dive and how small changes can mess with established software - Verra Mobility Corporation
VRRM (update): Down 50% since June deep dive, now at 11x P/E. Commercial+Gov segments (91% rev) remain sticky w/ high margins & growth. Parking Solutions disappointing: flat rev, margins fell 26%→14% since $347M T2 acquisition at 16x EBITDA. 2026 FCF/share target failed despite rev/earnings growth & 10% buybacks. Not pure software—deploys hardware like speed cameras. PA license plate font change causing ticket errors shows regulatory moat & need for trusted partners.
Read full article (2 min)