RB Global Inc. (RBA)vsUL Solutions Inc. (ULS)
RBA
RB Global Inc.
$104.49
-0.99%
INDUSTRIALS · Cap: $20.05B
ULS
UL Solutions Inc.
$96.81
-2.41%
INDUSTRIALS · Cap: $19.87B
Smart Verdict
WallStSmart Research — data-driven comparison
RB Global Inc. generates 52% more annual revenue ($4.72B vs $3.11B). ULS leads profitability with a 11.3% profit margin vs 9.6%. RBA appears more attractively valued with a PEG of 0.95. ULS earns a higher WallStSmart Score of 62/100 (C+).
RBA
Buy61
out of 100
Grade: C+
ULS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+62.9%
Fair Value
$307.09
Current Price
$104.49
$202.60 discount
Intrinsic value data unavailable for ULS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 20.0% YoY
Every $100 of equity generates 26 in profit
Earnings expanding 36.4% YoY
Areas to Watch
ROE of 7.4% — below average capital efficiency
Premium valuation, high expectations priced in
Distress zone — elevated risk
Expensive relative to growth rate
Trading at 14.8x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : RBA
The strongest argument for RBA centers on PEG Ratio, EPS Growth. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity, EPS Growth.
Bear Case : RBA
The primary concerns for RBA are Return on Equity, P/E Ratio, Altman Z-Score. A P/E of 50.1x leaves little room for execution misses.
Bear Case : ULS
The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.3x leaves little room for execution misses.
Key Dynamics to Monitor
ULS carries more volatility with a beta of 0.62 — expect wider price swings.
RBA is growing revenue faster at 11.4% — sustainability is the question.
RBA generates stronger free cash flow (170M), providing more financial flexibility.
Monitor SPECIALTY BUSINESS SERVICES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ULS scores higher overall (62/100 vs 61/100). RBA offers better value entry with a 62.9% 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.
UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
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