RBA - RB Global, Inc.
Price:
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$134.50
DETAILS
HIGH:
$145.00
LOW:
$124.00
MEDIAN:
$134.50
CONSENSUS:
$134.50
UPSIDE:
56.69%
AlphaVal
Deterministic, archetype-aware fair value
Platform & Compounding FCF
85% confidence
Primary model: Two-stage FCF DCF
Adjust Assumptions
11.7%
11.0%
3.0%
Key Value Driver
FCF growth rate (12% base case)
Terminal Value % of EV
40%
Implied Market Multiple
23.4x
Market is pricing in (growth)
11.1%
vs our 11.7% base
Plain-Language Summary
Using a two-stage FCF DCF with 12% growth decelerating over 15 years, discounted at 11%, the base-case intrinsic value is $90.71 per share.
Analyst Consensus (External Reference)
Never blended into the bear/base/bull estimates above -- shown only as an outside comparison.
Average Target (25 analysts)
$134.50
Analyst Range
$124.00 – $145.00
Divergence from AlphaVal
33%
Warnings
Wall Street's average price target is $134.50 (from 25 analysts). Our estimate is 33% below the consensus -- consider that gap carefully.
Key Risks
- P/E alone misleads — earnings depressed by growth investment
- Cyclical or commodity businesses may be misclassified as platforms
- Terminal value dominance suggests sensitivity to long-run assumptions