Technology · Information Technology Services
Price
$4.22
Market Cap
$641.0M
Employees
1,754
Beta
0.43
Avg Volume
5,749,670
CEO
David Martin Roberts
Business Description
Verra Mobility Corporation is a company dedicated to delivering innovative smart mobility technology solutions and associated services across the United States, Australia, Canada, and Europe. Its operations are structured across three distinct segments: Government Solutions: This division focuses on automated safety, providing systems and technology for photo enforcement via road safety cameras. These programs are designed to detect and process infractions such as red light running, speeding, and violations involving school and city bus lanes. This segment's clientele includes municipal and county governments, school districts, and law enforcement organizations. Commercial Services: Through this segment, the company offers automated solutions for toll and violation management, alongside title and registration services. Its primary customers in this area are rental car companies, fleet management providers, and other significant fleet operators. Parking Solutions: The Parking Solutions segment delivers comprehensive parking management through an integrated suite of software and hardware. Clients include educational institutions, urban centers, professional parking operators, healthcare providers, and major transportation hubs. Established in 2016, Verra Mobility maintains its headquarters in Mesa, Arizona.
Business History
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
CALCStock Price / EPS (Diluted)
4.91
Stock Price: $4.22
EPS (Diluted): 0.86
EPS (Diluted): 0.86
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
12.16
Stock Price: $4.22
Total Equity: $292.96M
Shares: 161,292,000
Total Equity: $292.96M
Shares: 161,292,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
9.41
Market Cap: $641.05M
Total Debt: $38.23M
Cash: $65.27M
EBITDA: $375.92M
Total Debt: $38.23M
Cash: $65.27M
EBITDA: $375.92M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$3.5B
Market Cap: $641.05M
Total Debt: $38.23M
Cash: $65.27M
Total Debt: $38.23M
Cash: $65.27M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
96.9%
Gross Profit: $948.76M
Revenue: $979.08M
Revenue: $979.08M
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
24.4%
Operating Income: $238.41M
Revenue: $979.08M
Revenue: $979.08M
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
14.0%
Net Income: $136.63M
Revenue: $979.08M
Revenue: $979.08M
ROE (Profit from shareholder equity)
CALCNet Income / Total Equity
46.6%
Net Income: $136.63M
Total Equity: $292.96M
Total Equity: $292.96M
ROIC (Profit from all invested capital)
CALCNOPAT / Invested Capital
62.8%
Operating Income: $238.41M
Tax Rate: 29.9%
Equity: $292.96M
Total Debt: $38.23M
Cash: $65.27M
Tax Rate: 29.9%
Equity: $292.96M
Total Debt: $38.23M
Cash: $65.27M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
2.09
Current Assets: $440.90M
Current Liabilities: $210.46M
Current Liabilities: $210.46M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.13
Short-Term Debt: $6.89M
Long-Term Debt: $31.34M
Total Debt: $38.23M
Total Equity: $292.96M
Long-Term Debt: $31.34M
Total Debt: $38.23M
Total Equity: $292.96M
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$6.07
Revenue: $979.08M
Shares: 161,292,000
Shares: 161,292,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$1.82
Total Equity: $292.96M
Shares: 161,292,000
Shares: 161,292,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$0.85
Operating CF: $255.80M
CapEx: -$119.09M
Shares: 161,292,000
CapEx: -$119.09M
Shares: 161,292,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $4.22
Stock Price: $4.22
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $136.63M
Net Income: $136.63M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares VRRM against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 22, 2026 6:06am (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $550.6M | $741.6M | $817.3M | $879.2M | $979.1M |
| Cost of Revenue | $35.1M | $47.3M | $43.5M | $19.0M | $30.3M |
| Gross Profit | $515.4M | $694.3M | $773.8M | $860.2M | $948.8M |
| Operating Expenses | $403.6M | $529.6M | $585.0M | $724.2M | $710.3M |
| Operating Income | $111.9M | $164.7M | $188.8M | $136.0M | $238.4M |
| Net Income | $41.4M | $92.5M | $57.0M | $31.4M | $136.6M |
| EBITDA | $229.6M | $336.7M | $287.5M | $262.1M | $375.9M |
| EPS | $0.26 | $0.61 | $0.36 | $0.19 | $0.86 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 22, 2026 6:06am (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $101.3M | $105.2M | $136.3M | $77.6M | $65.3M |
| Total Current Assets | $348.1M | $362.6M | $439.5M | $394.0M | $440.9M |
| Total Assets | $1.8B | $1.8B | $1.8B | $1.6B | $1.6B |
| Current Liabilities | $175.2M | $186.8M | $214.8M | $199.7M | $210.5M |
| Long-Term Debt | $1.2B | $1.2B | $1.0B | $1.0B | $31.3M |
| Total Liabilities | $1.6B | $1.5B | $1.4B | $1.3B | $1.4B |
| Total Equity | $260.0M | $231.1M | $421.5M | $265.1M | $293.0M |
| Retained Earnings | -$81.4M | -$98.1M | -$125.9M | -$269.3M | -$243.8M |
Cash Flow (Annual)
Last updated: Jun 22, 2026 6:06am (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $193.2M | $218.3M | $206.1M | $223.6M | $255.8M |
| Capital Expenditure | -$25.0M | -$48.2M | -$57.5M | -$70.9M | -$119.1M |
| Free Cash Flow | $168.2M | $170.2M | $148.6M | $152.8M | $136.7M |
| Acquisitions (net) | -$451.2M | $-647,000 | $0 | $0 | $0 |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | -$100.0M | -$125.1M | -$100.0M | -$200.0M | -$133.4M |
| Net Change in Cash | -$16.5M | $4.7M | $30.6M | -$58.6M | -$12.8M |
Analyst Estimates (Annual)
Last updated: Jun 26, 2026 10:28am (22h ago)| Metric | 2027 | 2028 | 2029 | 2030 |
|---|---|---|---|---|
| Revenue |
$947.5M $909.6M – $1.1B
|
$959.0M $959.0M – $959.1M
|
$975.3M $955.9M – $1.0B
|
$1.0B $989.0M – $1.1B
|
| EBITDA |
$361.0M $346.5M – $409.0M
|
$365.4M $365.3M – $365.4M
|
$371.6M $364.2M – $390.5M
|
$384.4M $376.8M – $404.0M
|
| Net Income |
$165.8M $146.8M – $184.8M
|
$184.1M $153.3M – $214.9M
|
$150.6M $146.7M – $160.6M
|
$159.7M $155.5M – $170.2M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 22, 2026 6:06am (5d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +34.7% | +10.2% | +7.6% | +11.4% |
| Gross Profit Growth | +34.7% | +11.5% | +11.2% | +10.3% |
| Operating Income Growth | +47.2% | +14.6% | -28.0% | +75.3% |
| Net Income Growth | +123.1% | -38.3% | -44.8% | +334.5% |
| EBITDA Growth | +46.6% | -14.6% | -8.8% | +43.4% |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for VRRM — it's generated by the pipeline (
market-narrative step).
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30