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Verra Mobility Corporation (VRRM) Stock Analysis

Technology

Verra Mobility Corporation

$13.08

$-0.41 (-3.04%)

Last Updated: May 26, 2026

Price History

Analysis

Company Overview

Verra Mobility Corporation provides smart mobility technology solutions across the United States, Australia, Europe, and Canada, operating through three distinct segments: Commercial Services, Government Solutions, and Parking Solutions. The company is classified within the Technology sector and specifically operates in the Information Technology Services industry, positioning it as a provider of critical digital infrastructure for transportation and public sector entities. This entity employs 1,888 individuals to support its global operations, reflecting a significant organizational footprint in the specialized tech landscape. With a market capitalization of $2.29B and annual revenue of $979.08M, Verra Mobility Corporation holds a substantial position in its sector, indicating that it commands a significant share of the market for automated toll and violation management systems alongside its other solutions.

Financial Health

The company reported a trailing twelve-month revenue of $979.08M and generated a net income of $136.63M, resulting in an EBITDA of $361.85M. The substantial gap between the $979.08M revenue and the $136.63M net income reveals a cost structure where operating expenses, including taxes, interest, and other deductions, consume a significant portion of top-line earnings, leaving a profit margin of 14.0%. Free cash flow stands at $82.94M, which indicates that the company generates positive cash after capital expenditures, providing the financial flexibility to fund operations, reduce debt, or pursue strategic initiatives without immediate reliance on external financing. The gross margin is 58.4%, suggesting a highly efficient production or service delivery model typical of technology and service-based businesses before overhead costs are applied. The operating margin of 20.3% further demonstrates effective management of overhead expenses relative to sales, while the 14.0% profit margin reflects the final bottom-line profitability after all obligations. On the balance sheet, the company holds $68.39M in cash against $1.07B in debt, creating a situation where liabilities significantly exceed liquid assets. This disparity is quantified by a debt-to-equity ratio of 363.92, indicating a highly leveraged balance sheet where the company relies heavily on borrowed capital to finance its growth or operations. Despite the high debt load, the current ratio of 2.10 suggests strong short-term liquidity, as current assets are more than twice the value of current liabilities, ensuring the firm can meet its immediate obligations. Return on Equity is 49.0%, which is exceptionally high for a leveraged firm, implying that management is generating substantial returns for shareholders, while the Return on Assets of 9.5% indicates moderate efficiency in utilizing the total asset base to generate profits.

Valuation Assessment

The stock trades with a P/E Ratio (TTM) of 16.87 and a Forward P/E of 9.23, implying that the market expects earnings to grow significantly in the future to justify the lower forward multiple compared to the trailing multiple. The price-to-book ratio is 7.52, indicating that the market values the company at a significant premium over its net asset book value, likely reflecting the intangible value of its technology solutions and market position. Alternative valuation metrics show a Price to Sales ratio of 2.34 and an EV/EBITDA of 8.76, suggesting that investors are willing to pay a moderate multiple relative to sales and earnings before interest, taxes, depreciation, and amortization. Regarding price history, the 52-week high is $25.83 and the 52-week low is $14.31; without a specific current price provided in the facts, the valuation context is framed by this $11.52 range of volatility over the past year. The Beta is 0.62, which indicates that the stock's price volatility is substantially lower than the broader market, suggesting it may be less sensitive to general market swings compared to larger technology peers.

Growth & Income

Revenue growth for the trailing twelve months is 16.4%, while earnings growth is listed as N/A in the available data, preventing a direct comparison of the two rates in this specific instance. In the absence of reported earnings growth figures, the 16.4% revenue expansion serves as the primary indicator of top-line trajectory, suggesting robust demand for its smart mobility solutions. The company does not pay a dividend, evidenced by a Dividend Yield of N/A and a Payout Ratio of 0.0%, meaning the company reinvests all its earnings into business growth rather than distributing income to shareholders. This non-dividend profile aligns with the company's focus on expansion and capital investment within the Information Technology Services industry. Overall, the growth and income profile is characterized by strong revenue expansion in a high-margin environment without the reliance on dividend income for total return.

Peer Comparison

Verra Mobility Corporation (VRRM) operates in the Information Technology Services industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Verra Mobility Corporation VRRM $1.99B 15.9
International Business Machines Corporation IBM $235.62B 22.2
Accenture plc ACN $108.93B 14.5
Infosys Limited INFY $48.90B 15.1

The Information Technology Services industry average P/E ratio is 34.8x. Verra Mobility Corporation trades at a P/E of 15.9.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Verra Mobility Corporation

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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Key Statistics

Market Cap
$1.99B
P/E Ratio
15.95
52-Week High
$25.83
52-Week Low
$12.83
Avg Volume
1.70M
Beta
0.67

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
United States
Employees
1,888