Verra Mobility Corporation (VRRM)
NEUTRALFundamental
74
Price
$4.43
Market Cap
$684M
Part 1 · What the company is worth
Overview
Verra Mobility Corporation provides smart mobility technology solutions in the United States, Australia, Europe, and Canada. It operates through three segments: Commercial Services, Government Solutions, and Parking Solutions. The Commercial Services segment offers automated toll and violations management, and title and registration solutions to rental car companies, direct commercial fleet owner-operators, fleet management companies, and other fleet owners. The Government Solutions segment provides photo enforcement solutions and services to its customers, including complete, end-to-end speed, red-light, and school bus stop arm and bus lane enforcement solutions; and traffic enforcement products and recurring maintenance services related to the equipment and software. This segment serves municipalities, counties, school districts, and law enforcement agencies. The Parking Solutions segment offers an integrated suite of parking software, transaction processing and hardware solutions to its customers, which include universities, municipalities, healthcare facilities, and commercial parking operators. This segment also develops specialized hardware and parking management software that provides a platform for the issuance of parking permits, enforcement, gateless vehicle counting, and event parking and citation services, as well as produces and markets its proprietary software as a service to its customers. The company was founded in 1987 and is headquartered in Mesa, Arizona.
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Direct competitors
Who this company fights with for the same customers
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No competitor list for this company yet.
Balance Sheet & Liquidity
Revenue
$1.01B
Trailing 12 months (through 6/30/2026)
Net Income
$44M
Trailing 12 months (through 6/30/2026)
Free Cash Flow
$137M
Total Equity
$293M
Total Liabilities
$1.35B
Current Ratio
2.06
Interest Coverage
2.20
Debt/EBITDA
3.09
Earnings Per Share
Revenue & Net Income
Free Cash Flow
Income Breakdown
Historical statement
Margins over time
Debt over time
How heavy the debt is
Growth grid
Growth — Revenue
Fair Value Estimation
Fair Value
$10.94
Current Price
$4.43
Margin of Safety
+59.5%
Fair Value Range
$7.11 - $14.77
Estimation Methods
Valuation Metrics
P/E Ratio
17.19
ROE
46.6%
P/B Ratio
3.03
P/FCF
6.98
Gross Margin
-
ROIC
7.8%
Profitability Radar
Value Creation (Economic Moat)
ROIC
7.8%
WACC
6.0%
ROIC − WACC
+1.9 pp
ROIC exceeds the cost of capital — the company is creating value for shareholders.
Fundamental Analysis Criteria
Passed (17)
- EPS shows upward trend
- ROIC 7.8%
- P/FCF 6.98
- Operating Margin 13.6%
- Positive Free Cash Flow
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- DCF valuation (Undervalued)
- ROE 14.9%
- Revenue Growth 5Y 20.0%
- Earnings Surprise avg 3.8%
- Earnings Quality (OCF/NI) 4.85
- Share Dilution -2.9%
- Net Margin Trend 4.4% vs 4.3%
- Piotroski F-Score 8/9
Failed (7)
- Price CAGR -8.29%
- P/B Ratio 3.03
- Debt/Equity ratio
- CapEx intensity
- Low reliance on intangibles
- Price below Graham Number
- Analyst Consensus 0% Buy
Unavailable (3)
- Gross Margin NaN%
- Dividend Payout NaN%
- PEG Ratio (need PE > 0 and growth > 0)
Piotroski F-Score
Strong financial health
Earnings Quality
High quality: earnings backed by cash
Share Dilution
Buying back shares. Shareholder friendly
Governance
Executive Team
| Name | Title | Age |
|---|---|---|
| Mr. Jonathan Keyser | President & CEO | 43 |
| Mr. Craig C. Conti | Executive VP & CFO | 47 |
| Ms. Stacey Moser | Executive VP & Chief Customer Officer | 47 |
| Mr. Hiten Patel | Chief Accounting Officer | 43 |
| Mr. Jason Rivera | Chief Product and Technology Officer | - |
| Mr. Mark Zindler | Vice President of Investor Relations | - |
| Ms. Kristen Young | Senior Vice President, General Counsel & Chief Compliance Officer | - |
| Ms. Lin Bo | Senior Vice President of T2 Systems | 39 |
| Mr. Raphael Avraham | Senior Associate General Counsel | - |
Audit Risk
1
Board Risk
6
Compensation Risk
1
Shareholder Rights Risk
8
Part 2 · The price and when to enter
This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.
Latest News
Recent headlines for VRRM, sourced from Markets Gazette.
- 5/29/2026NEGATIVEWhat's Going On With Verra Mobility Stock Friday?
Verra Mobility Inc. (VRRM) is facing significant headwinds as analysts downgrade ratings and slash price targets following the loss of a key Avis contract. This contract loss, coupled with a revised and lowered fiscal 2026 outlook, signals a substantial impact on the company's future revenue and profitability. Investors should note that the company's ability to secure and retain major partnerships is critical for its growth trajectory. The downward revisions by analysts reflect a reassessment of VRRM's market position and future earnings potential, suggesting a period of caution for shareholders.
- 5/27/2026NEGATIVEVerra Mobility, Zscaler, Box And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session
Verra Mobility Inc. experienced a dramatic pre-market decline of 45% following the termination of its agreement with Avis Budget Group. This significant drop underscores the impact of the broken partnership on investor sentiment and the company's future prospects. While other stocks like Zscaler, Box, and LG Display also saw pre-market losses, Verra Mobility's sharp fall is the most prominent event. Investors are likely reassessing the company's strategic positioning and revenue streams in light of this development.
- 3/9/2026NEUTRALDeep Dive Into Verra Mobility Stock: Analyst Perspectives (4 Ratings)
Verra Mobility Inc. (VRRM) has received analyst ratings, with Credit Suisse maintaining an 'Outperform' rating in November 2021 and August 2021. Morgan Stanley maintained an 'Equal-Weight' rating in August 2021. While these ratings suggest a generally positive or neutral outlook from these firms, the lack of recent updates and mixed actions (maintain vs. equal-weight) indicate a period of observation rather than strong conviction. Investors should note the historical context of these ratings and seek more current analyses for directional trading decisions.
via Markets Gazette