RB Global Inc. (RBA)vsTranscat Inc (TRNS)
RBA
RB Global Inc.
$97.47
+1.07%
INDUSTRIALS · Cap: $17.93B
TRNS
Transcat Inc
$72.97
+0.39%
INDUSTRIALS · Cap: $678.82M
Smart Verdict
WallStSmart Research — data-driven comparison
RB Global Inc. generates 1336% more annual revenue ($4.59B vs $319.69M). RBA leads profitability with a 9.3% profit margin vs 2.5%. RBA trades at a lower P/E of 47.3x. RBA earns a higher WallStSmart Score of 54/100 (C-).
RBA
Buy54
out of 100
Grade: C-
TRNS
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
Margin of Safety
-1251.0%
Fair Value
$5.78
Current Price
$72.97
$67.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 25.6% year-over-year
Areas to Watch
ROE of 7.3% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 10.3%
Smaller company, higher risk/reward
ROE of 2.7% — below average capital efficiency
2.5% margin — thin
Operating margin of 1.0%
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 : TRNS
The strongest argument for TRNS centers on Price/Book, Revenue Growth. Revenue growth of 25.6% demonstrates continued momentum.
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 : TRNS
The primary concerns for TRNS are Market Cap, Return on Equity, Profit Margin. A P/E of 85.6x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
RBA profiles as a value stock while TRNS is a growth play — different risk/reward profiles.
TRNS carries more volatility with a beta of 0.69 — expect wider price swings.
TRNS is growing revenue faster at 25.6% — 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.
Transcat Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Transcat, Inc. provides laboratory instrument and calibration services in the United States, Canada, and internationally. The company is headquartered in Rochester, New York.
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