WallStSmart

RB Global Inc. (RBA)vsThomson Reuters Corporation Common Shares (TRI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Thomson Reuters Corporation Common Shares generates 62% more annual revenue ($7.66B vs $4.72B). TRI leads profitability with a 19.9% profit margin vs 9.6%. RBA appears more attractively valued with a PEG of 1.04. TRI earns a higher WallStSmart Score of 60/100 (C+).

RBA

Buy

59

out of 100

Grade: C

Growth: 8.0Profit: 6.0Value: 6.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.35

TRI

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 4.7Quality: 6.5
Piotroski: 5/9Altman Z: 2.63
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

RBAUndervalued (+62.4%)

Margin of Safety

+62.4%

Fair Value

$302.86

Current Price

$111.06

$191.80 discount

UndervaluedFair: $302.86Overvalued
TRISignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$58.50

Current Price

$109.15

$50.65 premium

UndervaluedFair: $58.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RBA1 strengths · Avg: 8.0/10
EPS GrowthGrowth
20.0%8/10

Earnings expanding 20.0% YoY

TRI2 strengths · Avg: 9.5/10
Operating MarginProfitability
30.3%10/10

Strong operational efficiency at 30.3%

Debt/EquityHealth
0.219/10

Conservative balance sheet, low leverage

Areas to Watch

RBA3 concerns · Avg: 2.3/10
Return on EquityProfitability
7.4%3/10

ROE of 7.4% — below average capital efficiency

P/E RatioValuation
51.0x2/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.352/10

Distress zone — elevated risk

TRI1 concerns · Avg: 4.0/10
P/E RatioValuation
28.2x4/10

Moderate valuation

Comparative Analysis Report

WallStSmart Research

Bull Case : RBA

The strongest argument for RBA centers on EPS Growth. Revenue growth of 11.4% demonstrates continued momentum. PEG of 1.04 suggests the stock is reasonably priced for its growth.

Bull Case : TRI

The strongest argument for TRI centers on Operating Margin, Debt/Equity. Profitability is solid with margins at 19.9% and operating margin at 30.3%. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bear Case : RBA

The primary concerns for RBA are Return on Equity, P/E Ratio, Altman Z-Score. A P/E of 51.0x leaves little room for execution misses.

Bear Case : TRI

The primary concerns for TRI are P/E Ratio.

Key Dynamics to Monitor

RBA profiles as a value stock while TRI is a mature play — different risk/reward profiles.

RBA carries more volatility with a beta of 0.55 — expect wider price swings.

RBA is growing revenue faster at 11.4% — sustainability is the question.

TRI generates stronger free cash flow (349M), providing more financial flexibility.

Bottom Line

TRI scores higher overall (60/100 vs 59/100), backed by strong 19.9% margins. RBA offers better value entry with a 62.4% margin of safety. Both earn "Buy" and "Buy" 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.

Thomson Reuters Corporation Common Shares

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and Asia Pacific.

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