RB Global Inc. (RBA)vsUL Solutions Inc. (ULS)
RBA
RB Global Inc.
$93.16
-0.29%
INDUSTRIALS · Cap: $15.63B
ULS
UL Solutions Inc.
$80.40
+7.00%
INDUSTRIALS · Cap: $14.83B
Smart Verdict
WallStSmart Research — data-driven comparison
RB Global Inc. generates 54% more annual revenue ($4.85B vs $3.15B). ULS leads profitability with a 16.1% profit margin vs 10.0%. RBA appears more attractively valued with a PEG of 0.67. RBA earns a higher WallStSmart Score of 68/100 (B-).
RBA
Strong Buy68
out of 100
Grade: B-
ULS
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+62.7%
Fair Value
$305.11
Current Price
$93.16
$211.95 discount
Margin of Safety
+8.9%
Fair Value
$79.68
Current Price
$80.40
$0.72 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 34.0% YoY
Every $100 of equity generates 32 in profit
Earnings expanding 168.9% YoY
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
Moderate valuation
Trading at 10.2x book value
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : RBA
The strongest argument for RBA centers on PEG Ratio, EPS Growth. Revenue growth of 11.1% demonstrates continued momentum. PEG of 0.67 suggests the stock is reasonably priced for its growth.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 18.4%.
Bear Case : RBA
The primary concerns for RBA are P/E Ratio, Altman Z-Score.
Bear Case : ULS
The primary concerns for ULS are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
RBA profiles as a value stock while ULS is a mature play — different risk/reward profiles.
ULS carries more volatility with a beta of 0.71 — expect wider price swings.
RBA is growing revenue faster at 11.1% — sustainability is the question.
RBA generates stronger free cash flow (91M), providing more financial flexibility.
Bottom Line
RBA scores higher overall (68/100 vs 64/100) and 11.1% revenue growth. Both earn "Strong 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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