RB Global Inc
RBA
Market Cap$19.5B
Close$
Earnings Call Q1 2025
May 7, 2025 - AI Summary
Financial Performance Overview: RB Global reported a 6% decline in gross transactional value (GTV) year-over-year in Q1 2025, leading to a 1% decrease in adjusted EBITDA. Despite challenges, adjusted EBITDA as a percentage of GTV improved from 8.1% to 8.6%. Service revenue remained flat due to a higher service revenue take rate (22.3%), which was up 150 basis points year-over-year, partly offsetting GTV declines.
Market Outlook and Guidance: The company maintains its full-year GTV growth forecast of 0% to 3%, indicating expectations for stronger performance in the back half of the year despite ongoing macroeconomic uncertainties. The optimism for recovery is based on anticipated increases in GTV driven by improved operational efficiencies and strategic initiatives.
Acquisition of J.M. Wood: RB Global announced the acquisition of J.M. Wood for approximately $235 million, enhancing its presence in the Alabama market and aligning with its strategic focus on expanding geographical coverage. This acquisition is expected to provide operational synergies and integrate J.M. Wood’s municipal and commercial construction expertise into RB Global’s offerings.
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$267.42
154.1% upside
Current Fair Value
154.1% upsideUndervalued by 154.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $19.50 Billion |
|---|---|
| Enterprise Value | $23.25 Billion |
| Dividend Yield | $1.16 (1.10161443494777%) |
| Earnings per Share | $2.03 |
| Beta | 0.77 |
| Outstanding Shares | 184,824,362 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 46.44 |
|---|---|
| PEG | 831.23 |
| Price to Sales | 4.58 |
| Price to Book Ratio | 3.4 |
| Enterprise Value to Revenue | 5.37 |
| Enterprise Value to EBIT | 35.94 |
| Enterprise Value to Net Income | 55 |
| Total Debt to Enterprise | 0.19 |
| Debt to Equity | 0.75 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Ritchie Bros Auctioneers Inc
2,200 employees
CEO: Ann Fandozzi Established in 1958, Ritchie Bros. is a global asset management and disposition company, oQering customers end-to-end solutions for buying and selling used heavy equipment, trucks and other assets. Operating in a number of sectors, inclu...