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RBA
ACCE-researched

RB Global Inc. Common Stock (RBA) fair value

Industrials · Specialty Business Services · NYSE · United States
$84.19-0.24%
Market cap $15.6BNext earnings 2026-11-09Updated Oct 18, 2026
Add earnings to calendarGoogle
Our verdict
Trades 17% above our fair value
Price
$84.19
Model fair valueConfidence: good
$72.19
Model range
$40.00 to $103
Fair value $72.19
Price $84.19
3 models fit RB Global Inc. Common Stock and they disagree: 1 of 3 land within 15% of the average.
Two or more of our models back this value.
Premium(i)
Valued as a growth company: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
ACCE opinionRB Global Inc. Common Stock (RBA)
Fair value (3 models)
$72.19
ACCE price target
$94.00
Rating
Overvalued
Horizon
12 months
Fair value published on 18 Oct 2026, 16:04 CEST; previously $73.13 since 14 Oct 2026, 00:00 CEST.
ACCE price target published on 18 Oct 2026, 01:52 CEST; previously $85.00 since 26 Sept 2026, 00:00 CEST.
Rating published on 18 Oct 2026, 16:04 CEST.
Price used: $84.19 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, P/E comparison, and EV/EBITDA comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Full methodology
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
16.6% above
-14.3% to fair value
ACCE score
52
out of 100
Analysts
92% buy
12 covering
P/E
35.3x
forward 17.1x
1-year return
-17.3%
Dividend yield
1.54%

RB Global Inc. Common Stock in four questions

Plain answers, details below
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OverviewAsk ACCEValuationQualityAnalystsSmart MoneyCompareNews and Record

Overview

ACCE thesis

RB Global runs Ritchie Bros. auctions and the IronClad Assets and Euro Auctions platforms, selling used heavy equipment, trucks and vehicles to dealers and buyers worldwide. Its moat rests on scale in online and in-person auctions, a large buyer base and a physical footprint that is hard to replicate, though the stock's 52/100 score and 8.1% ROE suggest the advantage is not yet translating into strong returns on capital. Revenue growth of 11.1% is the cleanest data point here, and the near-term story depends on whether integrating the acquired platforms lifts margins from the current 17.7% operating level. The shares trade at 38.0x trailing earnings but 18.2x forward, a gap that implies a sharp earnings recovery is expected, which is worth testing against the company's own guidance. The name carries no index membership, so the case for a deeper look is a valuation and margin-trajectory question rather than a flow-driven one.

AI-assisted·How I use AIWritten Oct 14, 2026
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
  • high
    Valuation disconnect and score collapse
    P/E 37.0 vs forward 17.1 signals market pricing in sharp earnings deceleration.
  • high
    Profitability quality concern
    Net margin 10.0% lags operating margin 17.7% by 770bps, suggesting elevated tax or financing drag. ROE only 8.1% despite 34% earnings growth raises capital efficiency questions.
  • moderate
    Elevated leverage and short interest
    Debt/Equity 0.91 is material for a specialty services business. Short interest 11.5% is notable; combined with score deterioration, warrants monitoring for sentiment reversal.

AI research notes

AI-assisted·How I use AIWritten Oct 11, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
  • Five-year revenue growth of 27.7% annually far exceeds recent 11.1% growth, suggesting the company is in a slower phase after rapid expansion.
  • Consensus fair value sits 6.3% above the current share price, with 92% of analysts rating the stock Buy or Strong Buy.
Why it could disappoint
  • ROIC of 3.1% and ROE of 8.1% remain well below cost of capital, suggesting the IAA integration has not yet created shareholder value.
  • Debt to equity of 0.91 is elevated, limiting financial flexibility if auction volumes decline due to cyclical pressures in construction or commodities.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.

Next results

Nov 9, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Valuation

INVESTOR
Where RBA's valuation models land
Price
$84.19
Model fair value
$72.19
Model range
$40.00 to $103
Fair value $72.19
Price $84.19
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
EV/EBITDA comparison
P/E comparison
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Quality

INVESTOR
Quality and conviction INVESTOR FEATURE

The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.

  • +A plain reason under every score
  • +Conviction breakdown and growth / value / quality / momentum scores
  • +Score history: how each score moved over time

Analysts

Wall Street consensus

Bullish92% buy · 12 covering analysts
● Strong buy 6● Buy 5● Hold 1● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

PRO

In one line

Trades are only made public after a delay. We show the delay so you know how old the news is.

Company insiders
No trades filed
Last 90 days
Congress
No trades filed
Last 180 days
Average delay
No trades filed
From trade to public filing
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Smart money tracking PRO FEATURE

Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Every insider and Congress trade, with how late it was disclosed
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

News and Record

Press releases mentioning this company

Recent performance

1 week
-0.1%
1 month
+1.6%
3 months
-24.6%
6 months
-21.1%
YTD
-18.2%
1 year
-17.3%

SEC filings

Recommendation history, last 12 months

DateTypeNewPreviousPrice
18 Oct 2026, 16:04 CESTRatingOvervaluedfirst publication$84.30
18 Oct 2026, 16:04 CESTFair value$72.19$73.13$84.30
18 Oct 2026, 01:52 CESTACCE price target$94.00$85.00$84.30
14 Oct 2026, 00:00 CESTFair value$73.13$91.24$87.80
10 Oct 2026, 00:00 CESTFair value$91.24$79.42$84.03
4 Oct 2026, 00:00 CESTFair value$79.42$78.39$81.88
30 Sept 2026, 00:00 CESTFair value$78.39$80.34$80.77
26 Sept 2026, 00:00 CESTACCE price target$85.00first publication$82.46
25 Sept 2026, 00:00 CESTFair value$80.34$79.35$82.83
20 Sept 2026, 00:00 CESTFair value$79.35$78.38$83.20

This analysis is not personalised investment advice and does not take your situation, objectives or risk tolerance into account. ACCE Investments is not an authorised investment firm.

Investing in shares carries a risk of losing capital. The value of an investment can go down as well as up.

Valuation horizon: 12 months from the publication date.

Conflicts of interest. ACCE Investments is operated by Adrien Chantreuil, who may hold personal positions in the securities analysed. Positions are declared on each security. ACCE receives no payment from the companies analysed or from any intermediary for this analysis.

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Snapshot

Growth76Value51Quality62Momentum17Total52
Valuation
Trailing P/E
35.3x
Forward P/E
17.1x
PEG
1.04
P/B
2.77x
EV / Revenue
4.1x
Book value/sh
$30.08
Enterprise value
$20.0B
Profitability
ROE
8.1%
FCF yield
4.68%
ROIC
3.1%
Health and risk
Debt / equity
0.91
Dividend yield
1.54%
Beta
0.53

Price

-17.3% · 1Y

Ask anything about RBA

Answered from RB Global Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.

This stock Peer Peer median weaker → stronger
P/Ebetter than 33% of peers
low 21.0x35.3xhigh 36.8x
ROEbetter than 33% of peers
low 6%8%high 39%
Div yieldbetter than 33% of peers
low 0.7%1.5%high 2.8%

Peers

Prices Oct 23, 2026
CompanyPriceFair valuevs fair valueP/EROEQualityScore
RBA RB Global Inc. Common Stock$84.19$7217% above35.3x8.1%6252
RBA.TO RB Global, Inc.C$117.87C$10413% above36.7x8.1%6252
ULS UL Solutions Inc. Class A Common Stock$73.44$4085% above29.9x38.7%8555
ARMK Aramark Common Stock$52.56$25108% above36.8x11.7%3463
ITRK.L Intertek Group plc£59.25£3856% above28.8x29.9%7262
BXB.AX Brambles LimitedA$21.65A$1728% above21.0x28.8%7661
RTO Rentokil Initial plc American Depositary Shares (each representing five (5) Ordinary Shares)$22.77$217% above33.0x6.0%4643

Sector report card

Where RBA ranks against its sector peers on each metric.

Computing percentiles…
  • Business Wire•Oct 8, 2026
    RB Global Announces Executive Leadership Appointments and Organizational Updates to Support Next Phase of Growth and Industry Leadership
  • Business Wire•Oct 7, 2026
    RB Global to Release Third Quarter 2026 Financial Results and Host Conference Call on November 9, 2026
  • Business Wire•Sep 15, 2026
    RB Global Announces an Increase to its Share Repurchase Program from $500 million to $1 billion
4 more press releases · full archive on Investor+.INVESTOR
40 filings
October 2026
Oct 9
Form 4Insider transactionPeriod 2026-10-09
View on SEC →
Oct 8
8-KCurrent reportPeriod 2026-10-08
View on SEC →
Oct 8
Form 4Insider transactionPeriod 2026-10-06
View on SEC →
37 more filings + AI summaries on Investor+.INVESTOR