RB Global Inc. (RBA)vsTarget Hospitality Corp (TH)
RBA
RB Global Inc.
$97.47
+1.07%
INDUSTRIALS · Cap: $17.93B
TH
Target Hospitality Corp
$9.67
+0.94%
INDUSTRIALS · Cap: $959.47M
Smart Verdict
WallStSmart Research — data-driven comparison
RB Global Inc. generates 1332% more annual revenue ($4.59B vs $320.63M). RBA leads profitability with a 9.3% profit margin vs -11.6%. RBA appears more attractively valued with a PEG of 0.98. RBA earns a higher WallStSmart Score of 54/100 (C-).
RBA
Buy54
out of 100
Grade: C-
TH
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-721.0%
Fair Value
$13.87
Current Price
$97.47
$83.60 premium
Intrinsic value data unavailable for TH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 7.3% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 10.3%
Distress zone — elevated risk
Smaller company, higher risk/reward
Weak financial health signals
ROE of -9.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : RBA
The strongest argument for RBA centers on PEG Ratio. PEG of 0.98 suggests the stock is reasonably priced for its growth.
Bull Case : TH
The strongest argument for TH centers on Debt/Equity, Price/Book. PEG of 1.34 suggests the stock is reasonably priced for its growth.
Bear Case : RBA
The primary concerns for RBA are Return on Equity, P/E Ratio, EPS Growth. A P/E of 47.3x leaves little room for execution misses.
Bear Case : TH
The primary concerns for TH are Altman Z-Score, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
RBA profiles as a value stock while TH is a turnaround play — different risk/reward profiles.
TH carries more volatility with a beta of 1.24 — expect wider price swings.
TH is growing revenue faster at 7.3% — sustainability is the question.
RBA generates stronger free cash flow (194M), providing more financial flexibility.
Bottom Line
RBA scores higher overall (54/100 vs 38/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
RB Global Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Ritchie Bros. The company is headquartered in Burnaby, Canada.
Target Hospitality Corp
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Target Hospitality Corp. The company is headquartered in The Woodlands, Texas.
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