(VRRM) Verra Mobility - Overview
Stock: Toll, Violation, Enforcement, Parking, Software
EPS (Earnings per Share)
Revenue
| Risk 5d forecast | |
|---|---|
| Volatility | 33.0% |
| Relative Tail Risk | -5.83% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | -0.94 |
| Alpha | -38.67 |
| Character TTM | |
|---|---|
| Beta | 0.610 |
| Beta Downside | 0.495 |
| Drawdowns 3y | |
|---|---|
| Max DD | 41.34% |
| CAGR/Max DD | 0.16 |
Description: VRRM Verra Mobility January 10, 2026
Verra Mobility Corp (NASDAQ:VRRM) delivers smart-mobility technology across the U.S., Australia, Europe and Canada through three operating segments: Commercial Services (automated toll, violations, and title/registration solutions for rental fleets and commercial operators), Government Solutions (photo-enforcement hardware and software for speed, red-light, school-bus and lane compliance), and Parking Solutions (integrated parking software, transaction processing, and hardware for universities, municipalities, healthcare facilities and commercial operators). The company, founded in 1987 and based in Mesa, Arizona, positions itself as a one-stop provider of end-to-end traffic-management and parking-management platforms.
In FY 2023 Verra reported total revenue of approximately $1.21 billion, up 12% year-over-year, driven largely by an 18% surge in toll-management earnings as traffic volumes rebounded post-pandemic. Recurring revenue (subscription-based software and services) now represents roughly 45% of total sales, indicating a shift toward higher-margin, predictable cash flows. The firm’s operating margin expanded to 13%, reflecting cost efficiencies from its SaaS-focused strategy.
Key macro drivers for Verra’s business include continued government investment in smart-city infrastructure, the acceleration of cashless payment adoption in tolling and parking, and urbanization trends that increase demand for automated enforcement and parking-management solutions. Additionally, the rollout of electric-vehicle charging infrastructure creates cross-selling opportunities for its integrated platforms, as municipalities seek unified solutions for EV-related parking and tolling.
For a deeper dive into the valuation nuances and scenario analysis, consider exploring Verra’s profile on ValueRay.
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income: 51.1m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.09 > 0.02 and ΔFCF/TA 0.49 > 1.0 |
| NWC/Revenue: 35.00% < 20% (prev 37.59%; Δ -2.59% < -1%) |
| CFO/TA 0.14 > 3% & CFO 256.1m > Net Income 51.1m |
| Net Debt (870.6m) to EBITDA (379.5m): 2.29 < 3 |
| Current Ratio: 2.45 > 1.5 & < 3 |
| Outstanding Shares: last quarter (161.9m) vs 12m ago -3.44% < -2% |
| Gross Margin: 86.96% > 18% (prev 0.84%; Δ 8612 % > 0.5%) |
| Asset Turnover: 51.96% > 50% (prev 46.94%; Δ 5.01% > 0%) |
| Interest Coverage Ratio: 4.00 > 6 (EBITDA TTM 379.5m / Interest Expense TTM 66.3m) |
Altman Z'' 1.81
| A: 0.19 (Total Current Assets 557.8m - Total Current Liabilities 227.9m) / Total Assets 1.78b |
| B: -0.08 (Retained Earnings -149.2m / Total Assets 1.78b) |
| C: 0.15 (EBIT TTM 265.4m / Avg Total Assets 1.81b) |
| D: -0.12 (Book Value of Equity -159.0m / Total Liabilities 1.38b) |
| Altman-Z'' Score: 1.81 = BBB |
Beneish M -3.03
| DSRI: 1.17 (Receivables 331.1m/261.5m, Revenue 942.7m/868.7m) |
| GMI: 0.97 (GM 86.96% / 84.01%) |
| AQI: 0.92 (AQ_t 0.56 / AQ_t-1 0.61) |
| SGI: 1.09 (Revenue 942.7m / 868.7m) |
| TATA: -0.12 (NI 51.1m - CFO 256.1m) / TA 1.78b) |
| Beneish M-Score: -3.03 (Cap -4..+1) = AA |
What is the price of VRRM shares?
Over the past week, the price has changed by -2.23%, over one month by -17.27%, over three months by -17.63% and over the past year by -27.09%.
Is VRRM a buy, sell or hold?
- StrongBuy: 5
- Buy: 1
- Hold: 1
- Sell: 0
- StrongSell: 0
What are the forecasts/targets for the VRRM price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 28.7 | 52.1% |
| Analysts Target Price | 28.7 | 52.1% |
| ValueRay Target Price | 19.5 | 3.2% |
VRRM Fundamental Data Overview February 03, 2026
P/E Forward = 13.6986
P/S = 3.2667
P/B = 7.6349
Revenue TTM = 942.7m USD
EBIT TTM = 265.4m USD
EBITDA TTM = 379.5m USD
Long Term Debt = 1.03b USD (from longTermDebt, last quarter)
Short Term Debt = 6.81m USD (from shortTermDebt, last quarter)
Debt = 1.07b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 870.6m USD (from netDebt column, last quarter)
Enterprise Value = 3.95b USD (3.08b + Debt 1.07b - CCE 196.1m)
Interest Coverage Ratio = 4.00 (Ebit TTM 265.4m / Interest Expense TTM 66.3m)
EV/FCF = 25.92x (Enterprise Value 3.95b / FCF TTM 152.4m)
FCF Yield = 3.86% (FCF TTM 152.4m / Enterprise Value 3.95b)
FCF Margin = 16.17% (FCF TTM 152.4m / Revenue TTM 942.7m)
Net Margin = 5.42% (Net Income TTM 51.1m / Revenue TTM 942.7m)
Gross Margin = 86.96% ((Revenue TTM 942.7m - Cost of Revenue TTM 123.0m) / Revenue TTM)
Gross Margin QoQ = none% (prev 94.25%)
Tobins Q-Ratio = 2.22 (Enterprise Value 3.95b / Total Assets 1.78b)
Interest Expense / Debt = 1.54% (Interest Expense 16.4m / Debt 1.07b)
Taxrate = 27.57% (17.8m / 64.7m)
NOPAT = 192.2m (EBIT 265.4m * (1 - 27.57%))
Current Ratio = 2.45 (Total Current Assets 557.8m / Total Current Liabilities 227.9m)
Debt / Equity = 2.65 (Debt 1.07b / totalStockholderEquity, last quarter 403.1m)
Debt / EBITDA = 2.29 (Net Debt 870.6m / EBITDA 379.5m)
Debt / FCF = 5.71 (Net Debt 870.6m / FCF TTM 152.4m)
Total Stockholder Equity = 330.0m (last 4 quarters mean from totalStockholderEquity)
RoA = 2.82% (Net Income 51.1m / Total Assets 1.78b)
RoE = 15.48% (Net Income TTM 51.1m / Total Stockholder Equity 330.0m)
RoCE = 19.52% (EBIT 265.4m / Capital Employed (Equity 330.0m + L.T.Debt 1.03b))
RoIC = 14.11% (NOPAT 192.2m / Invested Capital 1.36b)
WACC = 6.35% (E(3.08b)/V(4.15b) * Re(8.16%) + D(1.07b)/V(4.15b) * Rd(1.54%) * (1-Tc(0.28)))
Discount Rate = 8.16% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: -100.0 | Cagr: -2.01%
[DCF Debug] Terminal Value 84.46% ; FCFF base≈151.3m ; Y1≈150.8m ; Y5≈158.8m
Fair Price DCF = 20.39 (EV 4.12b - Net Debt 870.6m = Equity 3.25b / Shares 159.6m; r=6.35% [WACC]; 5y FCF grow -0.93% → 2.90% )
EPS Correlation: -1.05 | EPS CAGR: -42.37% | SUE: -4.0 | # QB: 0
Revenue Correlation: 95.53 | Revenue CAGR: 12.22% | SUE: 4.0 | # QB: 3
EPS next Quarter (2026-03-31): EPS=0.30 | Chg30d=+0.005 | Revisions Net=-5 | Analysts=6
EPS next Year (2026-12-31): EPS=1.36 | Chg30d=+0.001 | Revisions Net=-7 | Growth EPS=+2.0% | Growth Revenue=+6.3%