Added to YB: 2026-08-18
Pitch date: 2026-08-14
RBA [neutral]
RB Global, Inc.
-2.33%
current return
Author Info
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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
$84.07
Price Target
N/A
Dividend
1.57%
EV/EBITDA
12.71
P/E
36.32
EV/Sales
4.18
Sector
Commercial Services and Supplies
Category
value
The RB Global Win Nobody Priced Correctly
RBA (overview): Progressive now #1 US auto insurer, sends ~90% salvage to RB Global's IAA vs Copart (CPRT). But RBA wins volume via lower take rates/margins, flattening leverage; Progressive its lowest-margin customer. CPRT keeps 50% share, owned yards, global buyer base, 33% FCF margin. Watch IAA auto margin (>25% = re-evaluate), ASP gap, CPRT intl rev.
Read full article (2 min)