View ValuationVerra Mobility 향후 성장Future 기준 점검 2/6Verra Mobility (는) 각각 연간 10.8% 및 4.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 34.6% 로 예상됩니다.핵심 정보10.8%이익 성장률12.62%EPS 성장률Professional Services 이익 성장11.4%매출 성장률4.5%향후 자기자본이익률34.57%애널리스트 커버리지Good마지막 업데이트21 May 2026최근 향후 성장 업데이트공시 • Feb 25Verra Mobility Corporation Provides Earnings Guidance for the Full Year 2026Verra Mobility Corporation provided earnings guidance for the full year 2026. For the year, the company expects Total Revenue of $1,020 million to $1,030 million.공시 • Oct 30+ 1 more updateVerra Mobility Corporation Provides Earnings Guidance for the Fiscal Year 2026Verra Mobility Corporation provided earnings guidance for the fiscal year 2026. The company anticipated mid-single digit total consolidated revenue growth for fiscal year 2026.공시 • Aug 07+ 1 more updateVerra Mobility Corporation Reaffirms Earnings Guidance for the Year 2025Verra Mobility Corporation reaffirms earnings guidance for the year 2025. For the year, the company is reaffirming total revenue of $925 million to $935 million.공시 • May 08Verra Mobility Corporation Reaffirms Earnings Guidance for the Full Year 2025Verra Mobility Corporation reaffirmed earnings guidance for the full year 2025. For the period, the company expects total Revenue of $925 million to $935 million.공시 • Nov 02Verra Mobility Corporation Reaffirms Earnings Guidance for the Year 2024Verra Mobility Corporation reaffirmed earnings guidance for the year 2024. For the year, the company expects Total revenue of $865 million to $880 million.공시 • May 03Verra Mobility Corporation Revises Earnings Guidance for the Year 2024Verra Mobility Corporation revised earnings guidance for the year 2024. For the year, the company expected total revenue to be upper-end of range of previously provided guidance of $865 million to $880 million.모든 업데이트 보기Recent updatesBoard Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Raj Ratnakar was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 17Verra Mobility Corporation Launches AutoKinex™ Virtual AgentVerra Mobility Corporation announced the launch of its AutoKinex™ Virtual Agent, a digital solution designed specifically for rental car companies to allow customers to finish the checkout process, and activate add-on services directly from the vehicle, streamlining the rental experience for renters and agents. Powered by Verra Mobility's AutoKinex™ connected vehicle payments platform, Virtual Agent enables rental car customers to complete key steps of the rental experience directly through the vehicle's infotainment system. Once inside the car, renters can review key rental details and confirm or modify add-on services such as prepaid fuel, tolling or insurance coverage without returning to the rental counter. By shifting traditionally manual, counter-based interactions into the vehicle, Virtual Agent helps rental car companies reduce counter congestion, lower costs and deliver a faster, more frictionless digital experience for customers. The solution also enables rental providers to provide contextual notifications through the vehicle's infotainment system to drivers during their journey, offering timely prompts such as reminding customers to refuel before return or opt into a fuel program, helping drive incremental ancillary service revenue while improving customer experience. Virtual Agent leverages AutoKinex's intelligent workflow automation to guide customers step-by-step through the rental process, ensuring accuracy and clarity. The solution integrates seamlessly with existing rental systems and is designed to scale across fleets and locations. Key benefits of the system include: Counter-bypass enablement, reducing lines and wait times at rental facilities; In-vehicle completion of rental agreement add-on preferences; Improved customer experience through guided, self-service interactions; Operational efficiency by minimizing manual processing and staff involvement; Integrated, compliant workflows powered by AutoKinex automation.공시 • Apr 16Verra Mobility Corporation to Report Q1, 2026 Results on May 06, 2026Verra Mobility Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026공시 • Apr 07Verra Mobility Corporation, Annual General Meeting, May 19, 2026Verra Mobility Corporation, Annual General Meeting, May 19, 2026.공시 • Feb 25Verra Mobility Corporation Provides Earnings Guidance for the Full Year 2026Verra Mobility Corporation provided earnings guidance for the full year 2026. For the year, the company expects Total Revenue of $1,020 million to $1,030 million.공시 • Feb 09Verra Mobility Corporation to Report Q4, 2025 Results on Feb 24, 2026Verra Mobility Corporation announced that they will report Q4, 2025 results After-Market on Feb 24, 2026공시 • Nov 22Verra Mobility Corporation Announces the Launch of AutoKinexVerra Mobility Corporation announced the launch of AutoKinex™?, its OEM-ready, in-vehicle commerce platform that integrates payment technology to pay for mobility services like tolling, road usage charging, parking, fueling and EV charging. Verra Mobility has partnered with Stellantis to provide AutoKinex to drivers of 2021 model year and newer Chrysler, Dodge, Jeep®? and Ram vehicles in the U.S. Drivers can learn more and verify whether their vehicle manufacturer has enabled the AutoKinex platform by visiting autokinex.com. For all other automotive brands, drivers can enroll to use the service for automated toll payments, without in-vehicle display notifications. Built on Verra Mobility's 20-year expertise in tolling and connected mobility, AutoKinex transforms vehicles by enabling seamless, secure transactions directly from the car, without additional hardware or mobile apps. Payments are processed instantly and securely, while real-time charges are displayed in the vehicle, if enabled, giving drivers a transparent and frictionless commerce experience. Using AutoKinex as a service, drivers of compatible vehicles can pass through most toll plazas nationwide without stopping or needing to track down local tolling authority websites to register and make payment. If users frequent gated tolling locations that require a transponder, Verra Mobility will provide one at no charge. AutoKinex verifies the location of the vehicle in relation to the toll site, matches that to the tolling agency's rates and automatically pays the toll on behalf of the driver. Drivers will see a confirmation of the toll rate in the vehicle's infotainment screen, if enabled.공시 • Oct 30+ 1 more updateVerra Mobility Corporation Provides Earnings Guidance for the Fiscal Year 2026Verra Mobility Corporation provided earnings guidance for the fiscal year 2026. The company anticipated mid-single digit total consolidated revenue growth for fiscal year 2026.공시 • Oct 16Verra Mobility Corporation to Report Q3, 2025 Results on Oct 29, 2025Verra Mobility Corporation announced that they will report Q3, 2025 results After-Market on Oct 29, 2025공시 • Aug 07+ 1 more updateVerra Mobility Corporation Reaffirms Earnings Guidance for the Year 2025Verra Mobility Corporation reaffirms earnings guidance for the year 2025. For the year, the company is reaffirming total revenue of $925 million to $935 million.공시 • Jul 16Verra Mobility Corporation to Report Q2, 2025 Results on Aug 06, 2025Verra Mobility Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025공시 • Jul 03Verra Mobility Corporation Appoints Stacey Moser as Executive Vice President, Effective July 21, 2025Verra Mobility Corporation announced that Stacey Moser has been appointed as Executive Vice President and General Manager of the company's Commercial Services business unit, effective July 21, 2025. Ms. Moser is a senior executive with more than 25 years of experience leading global commercial, product management, and engineering functions. She most recently served as Chief Commercial Officer (CCO) at Universal Robots, a leading provider of collaborative robotics. Her experience spans Fortune 100 companies such as GE Digital and Texas Instruments, as well as other industry leaders including Teradyne, Fortive, and Motorola. Ms. Moser will succeed Steve Lalla, who has led the Commercial Services business since February 2021. Ms. Moser built her career across the technology, mobility, and infrastructure markets, with deep expertise in market development, go-to-market strategy, product development, and LEAN operational excellence. As CCO at Universal Robots, Ms. Moser led global commercial strategy, sales, and market expansion with a focus on scaling revenue and transforming go-to-market strategy. Prior to that, she served as the CCO of GE Digital's power grid automation software business.공시 • Jun 30Verra Mobility Corporation(NasdaqCM:VRRM) dropped from Russell 2000 Dynamic IndexVerra Mobility Corporation(NasdaqCM:VRRM) dropped from Russell 2000 Dynamic Index공시 • May 08Verra Mobility Corporation Reaffirms Earnings Guidance for the Full Year 2025Verra Mobility Corporation reaffirmed earnings guidance for the full year 2025. For the period, the company expects total Revenue of $925 million to $935 million.공시 • Apr 23Verra Mobility Corporation to Report Q1, 2025 Results on May 07, 2025Verra Mobility Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025공시 • Apr 09Verra Mobility Corporation, Annual General Meeting, May 20, 2025Verra Mobility Corporation, Annual General Meeting, May 20, 2025.공시 • Feb 28Verra Mobility Corporation Announces Impairment Charges for the Fourth Quarter Ended December 31, 2024Verra Mobility Corporation announced impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported Goodwill impairment of $97,076,000.공시 • Feb 05Verra Mobility Corporation to Report Q4, 2024 Results on Feb 27, 2025Verra Mobility Corporation announced that they will report Q4, 2024 results After-Market on Feb 27, 2025공시 • Nov 02Verra Mobility Corporation Reaffirms Earnings Guidance for the Year 2024Verra Mobility Corporation reaffirmed earnings guidance for the year 2024. For the year, the company expects Total revenue of $865 million to $880 million.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.21 (vs US$0.18 in 3Q 2023)Third quarter 2024 results: EPS: US$0.21 (up from US$0.18 in 3Q 2023). Revenue: US$225.6m (up 7.4% from 3Q 2023). Net income: US$34.7m (up 15% from 3Q 2023). Profit margin: 15% (up from 14% in 3Q 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.공시 • Oct 10Verra Mobility Corporation to Report Q3, 2024 Results on Oct 31, 2024Verra Mobility Corporation announced that they will report Q3, 2024 results After-Market on Oct 31, 2024Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$0.21 (vs US$0.13 in 2Q 2023)Second quarter 2024 results: EPS: US$0.21 (up from US$0.13 in 2Q 2023). Revenue: US$222.4m (up 8.8% from 2Q 2023). Net income: US$34.2m (up 79% from 2Q 2023). Profit margin: 15% (up from 9.3% in 2Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.공시 • Jul 17Verra Mobility Corporation to Report Q2, 2024 Results on Aug 08, 2024Verra Mobility Corporation announced that they will report Q2, 2024 results After-Market on Aug 08, 2024New Risk • Jun 07New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €222k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (11% increase in shares outstanding). Significant insider selling over the past 3 months (€222k sold).Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Raj Ratnakar was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.17 (vs US$0.031 in 1Q 2023)First quarter 2024 results: EPS: US$0.17 (up from US$0.031 in 1Q 2023). Revenue: US$209.7m (up 9.3% from 1Q 2023). Net income: US$29.1m (up US$24.6m from 1Q 2023). Profit margin: 14% (up from 2.4% in 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.공시 • May 03Verra Mobility Corporation Revises Earnings Guidance for the Year 2024Verra Mobility Corporation revised earnings guidance for the year 2024. For the year, the company expected total revenue to be upper-end of range of previously provided guidance of $865 million to $880 million.공시 • Apr 24Verra Mobility Corporation to Report Q1, 2024 Results on May 02, 2024Verra Mobility Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024공시 • Apr 09Verra Mobility Corporation, Annual General Meeting, May 21, 2024Verra Mobility Corporation, Annual General Meeting, May 21, 2024, at 09:00 Pacific Standard Time. Agenda: To elect two Class III directors, Michael Huerta and Raj Ratnakar, to serve on Board until our 2027 annual meeting of stockholders; to approve, on an advisory basis, the compensation of our named executive officers; and to ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending December 31, 2024.New Risk • Mar 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin). Shareholders have been diluted in the past year (11% increase in shares outstanding).New Risk • Mar 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.0% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (7.0% net profit margin). Shareholders have been diluted in the past year (12% increase in shares outstanding).공시 • Mar 01Verra Mobility Corporation Provides Earnings Guidance for the Year 2024Verra Mobility Corporation provided earnings guidance for the year 2024. For the year, the company expects Total revenue of $865 million to $880 million.공시 • Feb 23Verra Mobility Corporation to Report Q4, 2023 Results on Feb 29, 2024Verra Mobility Corporation announced that they will report Q4, 2023 results After-Market on Feb 29, 2024공시 • Feb 20Verra Mobility Appoints Raj Ratnakar to Its Board of DirectorsVerra Mobility Corporation announced Raj Ratnakar has been appointed as a new independent director on the company's Board of Directors. Mr. Ratnakar fills the vacancy after Sarah Farrell resigned from the Board on February 15, 2024. Mr. Ratnakar served as Senior Vice President and Chief Strategy Officer for DuPont from 2019 to 2023, where he was responsible for company-wide strategy, mergers and acquisitions, and business performance improvements. He is currently an independent advisor, partnering with leading private equity investing teams to pursue M&A targets and oversee portfolio company operating performance. Prior to joining DuPont, Mr. Ratnakar served as Chief Strategy Officer for Fortive. He played a leadership role in designing and executing the spin-off and shaping the new company's diverse portfolio. Mr. Ratnakar's professional experience also includes senior corporate strategy roles at Danaher and TE Connectivity. He held a consulting leadership role at McKinsey & Company where he focused on large telecommunications and technology clients, and he spent the first 10 years of his career as an entrepreneur, building and growing software companies in the telecom and e-commerce markets. Mr. Ratnakar earned his MBA from The Wharton School, University of Pennsylvania, and a Master's of Science degree in Mechanical Engineering from the University of Maryland.Buying Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock is up 8.4%. The fair value is estimated to be €24.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 75%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 30% per annum over the same time period.공시 • Nov 12Verra Mobility Corporation Revises Earnings Guidance for the Full Year 2023Verra Mobility Corporation revised earnings guidance for the full year 2023. For the year, the company expected total revenue to be Upper-end of prior range of $800 million to $810 million.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: US$0.18 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.18 (up from US$0.16 in 3Q 2022). Revenue: US$209.9m (up 6.2% from 3Q 2022). Net income: US$30.3m (up 23% from 3Q 2022). Profit margin: 14% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.공시 • Nov 03Verra Mobility Corporation to Report Q3, 2023 Results on Nov 09, 2023Verra Mobility Corporation announced that they will report Q3, 2023 results After-Market on Nov 09, 2023Recent Insider Transactions • Aug 20Executive VP & CFO recently sold €402k worth of stockOn the 17th of August, Craig Conti sold around 23k shares on-market at roughly €17.60 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Craig's only on-market trade for the last 12 months.New Risk • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).공시 • Aug 10Verra Mobility Corporation Revises Earnings Guidance for the Full Year 2023Verra Mobility Corporation revised earnings guidance for the full year 2023. For the period, the company revised total revenue to $800 million to $810 million from previous guidance range of $780 million to $800 million.Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: US$0.13 (vs US$0.19 in 2Q 2022)Second quarter 2023 results: EPS: US$0.13 (down from US$0.19 in 2Q 2022). Revenue: US$204.5m (up 9.1% from 2Q 2022). Net income: US$19.1m (down 36% from 2Q 2022). Profit margin: 9.3% (down from 16% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe.공시 • Aug 01Verra Mobility Corporation to Report Q2, 2023 Results on Aug 09, 2023Verra Mobility Corporation announced that they will report Q2, 2023 results After-Market on Aug 09, 2023Recent Insider Transactions • May 10Insider recently sold €135k worth of stockOn the 8th of May, Steven Lalla sold around 9k shares on-market at roughly €15.79 per share. This transaction amounted to 65% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.공시 • May 06Verra Mobility Corporation Reaffirms Earnings Guidance for the Fiscal Year 2023Verra Mobility Corporation reaffirmed earnings guidance for the fiscal year 2023. For the period, the company reaffirms total revenue of $780 million to $800 million.Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.031 (vs US$0.064 in 1Q 2022)First quarter 2023 results: EPS: US$0.031 (down from US$0.064 in 1Q 2022). Revenue: US$191.9m (up 13% from 1Q 2022). Net income: US$4.58m (down 54% from 1Q 2022). Profit margin: 2.4% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.Buying Opportunity • Mar 13Now 24% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €20.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Reported Earnings • Mar 03Full year 2022 earnings released: EPS: US$0.60 (vs US$0.26 in FY 2021)Full year 2022 results: EPS: US$0.60 (up from US$0.26 in FY 2021). Revenue: US$741.6m (up 35% from FY 2021). Net income: US$92.5m (up 123% from FY 2021). Profit margin: 13% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany.공시 • Feb 11Verra Mobility Corporation to Report Q4, 2022 Results on Mar 01, 2023Verra Mobility Corporation announced that they will report Q4, 2022 results After-Market on Mar 01, 2023공시 • Dec 17Verra Mobility Corporation Appoints Jon Keyser as Executive Vice President and Chief Legal Officer, Effective December 19, 2022Verra Mobility Corporation announced the appointment of Jon Keyser as Executive Vice President and Chief Legal Officer, effective December 19, 2022. Mr. Keyser joins Verra Mobility from Honeywell International Inc., where he served as Vice President and General Counsel for Honeywell's Performance Materials and Technology (PMT) business division. As Chief Legal Officer at Verra Mobility, Mr. Keyser will be responsible for legal operations, litigation, corporate governance, compliance and government relations. Mr. Keyser's previous roles at Honeywell included serving as General Counsel of Honeywell UOP. Prior to Honeywell, Mr. Keyser was the Assistant General Counsel at Harley-Davidson Inc., where he managed a team responsible for all commercial legal, litigation and product regulatory matters. He also was an attorney at Hogan Lovells global law firm where he focused on mergers and acquisitions. Mr. Keyser served as an Intelligence Officer in the United States Air Force. Mr. Keyser earned his Bachelor of Science in Political Science from the United States Air Force Academy and his Juris Doctor from the University of Denver. He is a former member of the Board of Directors for the U.S. Air Force Academy Foundation.공시 • Nov 22Verra Mobility Corporation (NasdaqCM:VRRM) announces an Equity Buyback for $100 million worth of its shares.Verra Mobility Corporation (NasdaqCM:VRRM) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A common stock. The plan is valid for 18 months.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €13.10, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the IT industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €25.98 per share.Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.17 in 3Q 2021)Third quarter 2022 results: EPS: US$0.16 (down from US$0.17 in 3Q 2021). Revenue: US$197.7m (up 22% from 3Q 2021). Net income: US$24.6m (down 10.0% from 3Q 2021). Profit margin: 12% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.공시 • Nov 03Verra Mobility Corporation Provides Revenue GuidanceVerra Mobility Corporation provided Total revenue guidance at the higher end of the previously guided range of $720 million to $740 million.공시 • Oct 20Verra Mobility Corporation to Report Q3, 2022 Results on Nov 02, 2022Verra Mobility Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 02, 2022공시 • Aug 23Verra Mobility Corporation Announces Resignation of Rebecca Collins as General Counsel, Effective September 16, 2022On August 16, 2022, Rebecca Collins notified Verra Mobility Corporation of her intent to resign from her position as General Counsel of the Company effective September 16, 2022. Ms. Collins’ resignation was not the result of any disagreement with the Company or its Board of Directors on any matter relating to the Company’s operations, policies or practices.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.19 (vs US$0.025 in 2Q 2021)Second quarter 2022 results: EPS: US$0.19 (up from US$0.025 in 2Q 2021). Revenue: US$187.5m (up 46% from 2Q 2021). Net income: US$29.6m (up US$25.6m from 2Q 2021). Profit margin: 16% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.4%, compared to a 16% growth forecast for the industry in Germany.Board Change • Jul 31High number of new directorsIndependent Director Sarah Farrell was the last director to join the board, commencing their role in 2022.공시 • Jul 23Verra Mobility Corporation to Report Q2, 2022 Results on Aug 03, 2022Verra Mobility Corporation announced that they will report Q2, 2022 results After-Market on Aug 03, 2022공시 • Jul 20Verra Mobility Corporation Revises Revenue Guidance for the Full Year 2022Verra Mobility Corporation revised revenue guidance for the full year 2022. For the year, the company expected total revenue to be $720 million to $740 million as compared to prior guidance of $715 million.공시 • Jul 19Verra Mobility Commercial Services Accelerates Fleet Mobility with New Solutions and PartnershipsVerra Mobility Corporation announced new solutions and capabilities that improve efficiencies, reduce costs and enhance compliance for commercial fleet customers. Verra Mobility's Commercial Services business expands its portfolio of industry-leading offerings with a new nationwide toll management solution using a single device and new payment solutions and transaction capabilities for connected vehicles via strategic partnerships. Verra Mobility unveils TollLink™, a nationwide toll management solution that leverages a single device and connects fleets operating across the U.S. with regional toll savings at scale. Developed to simplify toll management for fleet vehicles that frequently toll across regions, TollLink eliminates the need for fleets to acquire multiple transponder devices and manage multiple toll accounts. The new fleet offering simplifies operations, reduces tolling expenses, and enables fleets to travel without friction across toll regions in the U.S. Verra Mobility and Car IQ, an innovative payment solution for connected fleets, signed an agreement to enable toll payment integration with the Car IQ vehicle payment platform. The Car IQ platform enables vehicles to automatically conduct secure and autonomous transactions with payment networks, banks and merchants. Through this partnership, Car IQ can provide the power of Verra Mobility's comprehensive tolling solution to their growing customer base. In collaboration with California toll agency, Transportation Corridor Agencies (TCA), Verra Mobility is exploring potential uses of connected vehicle and blockchain technology to automate tolling transactions to enhance accurate and transparent tolling for private, rental and leased vehicles. Topics under study include the ability to instantly record tolling transactions and accurately determine miles driven across multiple networks and toll rates. Verra Mobility has entered into a commercial agreement with Reviver, the industry pioneer of digital license plates, to enable processing of Title and Registration transactions for digital plates. Verra Mobility's modernized Title and Registration platform will process critical vehicle compliance transactions for Reviver's digital license plate fleet customers. As part of the partnership, Reviver will also be able to offer industry-leading toll management solutions through their fleet sales channels. Verra Mobility's toll management services are used by major fleet owners, operators and managers to conveniently and automatically pay tolls for more than 5.8 million vehicles globally while also protecting vehicle owners against costly toll fines and burdensome administrative tasks. The company's proprietary software technology allows for tolls to be matched to a specific vehicle and driver so that tolls can be accurately and reliably billed and collected on behalf of, or directly from, its customers.공시 • Jul 15Scopia Capital Management LP Sent a Letter to Verra Mobility CorporationOn July 14, 2022, Scopia Capital Management LP sent a letter to Verra Mobility Corporation, expressing his concerns about the Company’s stock price performance and valuation. In addition, Scopia Capital Management LP stated that it intends to work together with the Company board.Board Change • May 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sarah Farrell was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측DB:0YK - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20281,139198272341412/31/20271,096176244324812/31/20261,02514717728383/31/2026979131105234N/A12/31/2025979137137256N/A9/30/202594351153256N/A6/30/202590639189287N/A3/31/202589335174252N/A12/31/202487931153224N/A9/30/2024869101150219N/A6/30/202485397117173N/A3/31/202483582142195N/A12/31/202381757149206N/A9/30/202379282187240N/A6/30/202378076174230N/A3/31/202376387177232N/A12/31/202274292170218N/A9/30/202272683167213N/A6/30/202269086213252N/A3/31/202263160183215N/A12/31/202155141168193N/A9/30/20214818110132N/A6/30/2021416-84462N/A3/31/2021367-362141N/A12/31/2020394-52347N/A9/30/2020406195283N/A6/30/20204372581111N/A3/31/20204675383111N/A12/31/201944917N/A134N/A9/30/2019431-14N/A96N/A6/30/2019411-25N/A79N/A3/31/2019399-33N/A87N/A12/31/2018370-58N/A46N/A9/30/20183388N/A69N/A6/30/2018287-2N/A28N/A3/31/2018247-12N/A24N/A12/31/201723218N/A50N/A12/31/201623129N/A44N/A12/31/201520411N/A57N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0YK 의 연간 예상 수익 증가율(10.8%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 0YK 의 연간 수익(10.8%)이 German 시장(17%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 0YK 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 0YK 의 수익(연간 4.5%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 0YK 의 수익(연간 4.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0YK의 자본 수익률은 3년 후 34.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCommercial-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 02:23종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Verra Mobility Corporation는 13명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관David KoningBairdRyan CaryBofA Global ResearchDaniel MooreCJS Securities, Inc.10명의 분석가 더 보기
공시 • Feb 25Verra Mobility Corporation Provides Earnings Guidance for the Full Year 2026Verra Mobility Corporation provided earnings guidance for the full year 2026. For the year, the company expects Total Revenue of $1,020 million to $1,030 million.
공시 • Oct 30+ 1 more updateVerra Mobility Corporation Provides Earnings Guidance for the Fiscal Year 2026Verra Mobility Corporation provided earnings guidance for the fiscal year 2026. The company anticipated mid-single digit total consolidated revenue growth for fiscal year 2026.
공시 • Aug 07+ 1 more updateVerra Mobility Corporation Reaffirms Earnings Guidance for the Year 2025Verra Mobility Corporation reaffirms earnings guidance for the year 2025. For the year, the company is reaffirming total revenue of $925 million to $935 million.
공시 • May 08Verra Mobility Corporation Reaffirms Earnings Guidance for the Full Year 2025Verra Mobility Corporation reaffirmed earnings guidance for the full year 2025. For the period, the company expects total Revenue of $925 million to $935 million.
공시 • Nov 02Verra Mobility Corporation Reaffirms Earnings Guidance for the Year 2024Verra Mobility Corporation reaffirmed earnings guidance for the year 2024. For the year, the company expects Total revenue of $865 million to $880 million.
공시 • May 03Verra Mobility Corporation Revises Earnings Guidance for the Year 2024Verra Mobility Corporation revised earnings guidance for the year 2024. For the year, the company expected total revenue to be upper-end of range of previously provided guidance of $865 million to $880 million.
Board Change • May 20Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Raj Ratnakar was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 17Verra Mobility Corporation Launches AutoKinex™ Virtual AgentVerra Mobility Corporation announced the launch of its AutoKinex™ Virtual Agent, a digital solution designed specifically for rental car companies to allow customers to finish the checkout process, and activate add-on services directly from the vehicle, streamlining the rental experience for renters and agents. Powered by Verra Mobility's AutoKinex™ connected vehicle payments platform, Virtual Agent enables rental car customers to complete key steps of the rental experience directly through the vehicle's infotainment system. Once inside the car, renters can review key rental details and confirm or modify add-on services such as prepaid fuel, tolling or insurance coverage without returning to the rental counter. By shifting traditionally manual, counter-based interactions into the vehicle, Virtual Agent helps rental car companies reduce counter congestion, lower costs and deliver a faster, more frictionless digital experience for customers. The solution also enables rental providers to provide contextual notifications through the vehicle's infotainment system to drivers during their journey, offering timely prompts such as reminding customers to refuel before return or opt into a fuel program, helping drive incremental ancillary service revenue while improving customer experience. Virtual Agent leverages AutoKinex's intelligent workflow automation to guide customers step-by-step through the rental process, ensuring accuracy and clarity. The solution integrates seamlessly with existing rental systems and is designed to scale across fleets and locations. Key benefits of the system include: Counter-bypass enablement, reducing lines and wait times at rental facilities; In-vehicle completion of rental agreement add-on preferences; Improved customer experience through guided, self-service interactions; Operational efficiency by minimizing manual processing and staff involvement; Integrated, compliant workflows powered by AutoKinex automation.
공시 • Apr 16Verra Mobility Corporation to Report Q1, 2026 Results on May 06, 2026Verra Mobility Corporation announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026
공시 • Apr 07Verra Mobility Corporation, Annual General Meeting, May 19, 2026Verra Mobility Corporation, Annual General Meeting, May 19, 2026.
공시 • Feb 25Verra Mobility Corporation Provides Earnings Guidance for the Full Year 2026Verra Mobility Corporation provided earnings guidance for the full year 2026. For the year, the company expects Total Revenue of $1,020 million to $1,030 million.
공시 • Feb 09Verra Mobility Corporation to Report Q4, 2025 Results on Feb 24, 2026Verra Mobility Corporation announced that they will report Q4, 2025 results After-Market on Feb 24, 2026
공시 • Nov 22Verra Mobility Corporation Announces the Launch of AutoKinexVerra Mobility Corporation announced the launch of AutoKinex™?, its OEM-ready, in-vehicle commerce platform that integrates payment technology to pay for mobility services like tolling, road usage charging, parking, fueling and EV charging. Verra Mobility has partnered with Stellantis to provide AutoKinex to drivers of 2021 model year and newer Chrysler, Dodge, Jeep®? and Ram vehicles in the U.S. Drivers can learn more and verify whether their vehicle manufacturer has enabled the AutoKinex platform by visiting autokinex.com. For all other automotive brands, drivers can enroll to use the service for automated toll payments, without in-vehicle display notifications. Built on Verra Mobility's 20-year expertise in tolling and connected mobility, AutoKinex transforms vehicles by enabling seamless, secure transactions directly from the car, without additional hardware or mobile apps. Payments are processed instantly and securely, while real-time charges are displayed in the vehicle, if enabled, giving drivers a transparent and frictionless commerce experience. Using AutoKinex as a service, drivers of compatible vehicles can pass through most toll plazas nationwide without stopping or needing to track down local tolling authority websites to register and make payment. If users frequent gated tolling locations that require a transponder, Verra Mobility will provide one at no charge. AutoKinex verifies the location of the vehicle in relation to the toll site, matches that to the tolling agency's rates and automatically pays the toll on behalf of the driver. Drivers will see a confirmation of the toll rate in the vehicle's infotainment screen, if enabled.
공시 • Oct 30+ 1 more updateVerra Mobility Corporation Provides Earnings Guidance for the Fiscal Year 2026Verra Mobility Corporation provided earnings guidance for the fiscal year 2026. The company anticipated mid-single digit total consolidated revenue growth for fiscal year 2026.
공시 • Oct 16Verra Mobility Corporation to Report Q3, 2025 Results on Oct 29, 2025Verra Mobility Corporation announced that they will report Q3, 2025 results After-Market on Oct 29, 2025
공시 • Aug 07+ 1 more updateVerra Mobility Corporation Reaffirms Earnings Guidance for the Year 2025Verra Mobility Corporation reaffirms earnings guidance for the year 2025. For the year, the company is reaffirming total revenue of $925 million to $935 million.
공시 • Jul 16Verra Mobility Corporation to Report Q2, 2025 Results on Aug 06, 2025Verra Mobility Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
공시 • Jul 03Verra Mobility Corporation Appoints Stacey Moser as Executive Vice President, Effective July 21, 2025Verra Mobility Corporation announced that Stacey Moser has been appointed as Executive Vice President and General Manager of the company's Commercial Services business unit, effective July 21, 2025. Ms. Moser is a senior executive with more than 25 years of experience leading global commercial, product management, and engineering functions. She most recently served as Chief Commercial Officer (CCO) at Universal Robots, a leading provider of collaborative robotics. Her experience spans Fortune 100 companies such as GE Digital and Texas Instruments, as well as other industry leaders including Teradyne, Fortive, and Motorola. Ms. Moser will succeed Steve Lalla, who has led the Commercial Services business since February 2021. Ms. Moser built her career across the technology, mobility, and infrastructure markets, with deep expertise in market development, go-to-market strategy, product development, and LEAN operational excellence. As CCO at Universal Robots, Ms. Moser led global commercial strategy, sales, and market expansion with a focus on scaling revenue and transforming go-to-market strategy. Prior to that, she served as the CCO of GE Digital's power grid automation software business.
공시 • Jun 30Verra Mobility Corporation(NasdaqCM:VRRM) dropped from Russell 2000 Dynamic IndexVerra Mobility Corporation(NasdaqCM:VRRM) dropped from Russell 2000 Dynamic Index
공시 • May 08Verra Mobility Corporation Reaffirms Earnings Guidance for the Full Year 2025Verra Mobility Corporation reaffirmed earnings guidance for the full year 2025. For the period, the company expects total Revenue of $925 million to $935 million.
공시 • Apr 23Verra Mobility Corporation to Report Q1, 2025 Results on May 07, 2025Verra Mobility Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025
공시 • Apr 09Verra Mobility Corporation, Annual General Meeting, May 20, 2025Verra Mobility Corporation, Annual General Meeting, May 20, 2025.
공시 • Feb 28Verra Mobility Corporation Announces Impairment Charges for the Fourth Quarter Ended December 31, 2024Verra Mobility Corporation announced impairment charges for the fourth quarter ended December 31, 2024. For the quarter, the company reported Goodwill impairment of $97,076,000.
공시 • Feb 05Verra Mobility Corporation to Report Q4, 2024 Results on Feb 27, 2025Verra Mobility Corporation announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
공시 • Nov 02Verra Mobility Corporation Reaffirms Earnings Guidance for the Year 2024Verra Mobility Corporation reaffirmed earnings guidance for the year 2024. For the year, the company expects Total revenue of $865 million to $880 million.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.21 (vs US$0.18 in 3Q 2023)Third quarter 2024 results: EPS: US$0.21 (up from US$0.18 in 3Q 2023). Revenue: US$225.6m (up 7.4% from 3Q 2023). Net income: US$34.7m (up 15% from 3Q 2023). Profit margin: 15% (up from 14% in 3Q 2023). Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Professional Services industry in Europe.
공시 • Oct 10Verra Mobility Corporation to Report Q3, 2024 Results on Oct 31, 2024Verra Mobility Corporation announced that they will report Q3, 2024 results After-Market on Oct 31, 2024
Reported Earnings • Aug 09Second quarter 2024 earnings released: EPS: US$0.21 (vs US$0.13 in 2Q 2023)Second quarter 2024 results: EPS: US$0.21 (up from US$0.13 in 2Q 2023). Revenue: US$222.4m (up 8.8% from 2Q 2023). Net income: US$34.2m (up 79% from 2Q 2023). Profit margin: 15% (up from 9.3% in 2Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.
공시 • Jul 17Verra Mobility Corporation to Report Q2, 2024 Results on Aug 08, 2024Verra Mobility Corporation announced that they will report Q2, 2024 results After-Market on Aug 08, 2024
New Risk • Jun 07New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: €222k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.8x net interest cover). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (11% increase in shares outstanding). Significant insider selling over the past 3 months (€222k sold).
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. No highly experienced directors. Independent Director Raj Ratnakar was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.17 (vs US$0.031 in 1Q 2023)First quarter 2024 results: EPS: US$0.17 (up from US$0.031 in 1Q 2023). Revenue: US$209.7m (up 9.3% from 1Q 2023). Net income: US$29.1m (up US$24.6m from 1Q 2023). Profit margin: 14% (up from 2.4% in 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.
공시 • May 03Verra Mobility Corporation Revises Earnings Guidance for the Year 2024Verra Mobility Corporation revised earnings guidance for the year 2024. For the year, the company expected total revenue to be upper-end of range of previously provided guidance of $865 million to $880 million.
공시 • Apr 24Verra Mobility Corporation to Report Q1, 2024 Results on May 02, 2024Verra Mobility Corporation announced that they will report Q1, 2024 results After-Market on May 02, 2024
공시 • Apr 09Verra Mobility Corporation, Annual General Meeting, May 21, 2024Verra Mobility Corporation, Annual General Meeting, May 21, 2024, at 09:00 Pacific Standard Time. Agenda: To elect two Class III directors, Michael Huerta and Raj Ratnakar, to serve on Board until our 2027 annual meeting of stockholders; to approve, on an advisory basis, the compensation of our named executive officers; and to ratify the selection of Deloitte & Touche LLP as independent registered public accounting firm for fiscal year ending December 31, 2024.
New Risk • Mar 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 29% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.0% net profit margin). Shareholders have been diluted in the past year (11% increase in shares outstanding).
New Risk • Mar 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.0% Last year net profit margin: 12% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (7.0% net profit margin). Shareholders have been diluted in the past year (12% increase in shares outstanding).
공시 • Mar 01Verra Mobility Corporation Provides Earnings Guidance for the Year 2024Verra Mobility Corporation provided earnings guidance for the year 2024. For the year, the company expects Total revenue of $865 million to $880 million.
공시 • Feb 23Verra Mobility Corporation to Report Q4, 2023 Results on Feb 29, 2024Verra Mobility Corporation announced that they will report Q4, 2023 results After-Market on Feb 29, 2024
공시 • Feb 20Verra Mobility Appoints Raj Ratnakar to Its Board of DirectorsVerra Mobility Corporation announced Raj Ratnakar has been appointed as a new independent director on the company's Board of Directors. Mr. Ratnakar fills the vacancy after Sarah Farrell resigned from the Board on February 15, 2024. Mr. Ratnakar served as Senior Vice President and Chief Strategy Officer for DuPont from 2019 to 2023, where he was responsible for company-wide strategy, mergers and acquisitions, and business performance improvements. He is currently an independent advisor, partnering with leading private equity investing teams to pursue M&A targets and oversee portfolio company operating performance. Prior to joining DuPont, Mr. Ratnakar served as Chief Strategy Officer for Fortive. He played a leadership role in designing and executing the spin-off and shaping the new company's diverse portfolio. Mr. Ratnakar's professional experience also includes senior corporate strategy roles at Danaher and TE Connectivity. He held a consulting leadership role at McKinsey & Company where he focused on large telecommunications and technology clients, and he spent the first 10 years of his career as an entrepreneur, building and growing software companies in the telecom and e-commerce markets. Mr. Ratnakar earned his MBA from The Wharton School, University of Pennsylvania, and a Master's of Science degree in Mechanical Engineering from the University of Maryland.
Buying Opportunity • Jan 06Now 21% undervaluedOver the last 90 days, the stock is up 8.4%. The fair value is estimated to be €24.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 75%. For the next 3 years, revenue is forecast to grow by 6.8% per annum. Earnings is also forecast to grow by 30% per annum over the same time period.
공시 • Nov 12Verra Mobility Corporation Revises Earnings Guidance for the Full Year 2023Verra Mobility Corporation revised earnings guidance for the full year 2023. For the year, the company expected total revenue to be Upper-end of prior range of $800 million to $810 million.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: US$0.18 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.18 (up from US$0.16 in 3Q 2022). Revenue: US$209.9m (up 6.2% from 3Q 2022). Net income: US$30.3m (up 23% from 3Q 2022). Profit margin: 14% (up from 12% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.
공시 • Nov 03Verra Mobility Corporation to Report Q3, 2023 Results on Nov 09, 2023Verra Mobility Corporation announced that they will report Q3, 2023 results After-Market on Nov 09, 2023
Recent Insider Transactions • Aug 20Executive VP & CFO recently sold €402k worth of stockOn the 17th of August, Craig Conti sold around 23k shares on-market at roughly €17.60 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Craig's only on-market trade for the last 12 months.
New Risk • Aug 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 11% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risk Shareholders have been diluted in the past year (11% increase in shares outstanding).
공시 • Aug 10Verra Mobility Corporation Revises Earnings Guidance for the Full Year 2023Verra Mobility Corporation revised earnings guidance for the full year 2023. For the period, the company revised total revenue to $800 million to $810 million from previous guidance range of $780 million to $800 million.
Reported Earnings • Aug 10Second quarter 2023 earnings released: EPS: US$0.13 (vs US$0.19 in 2Q 2022)Second quarter 2023 results: EPS: US$0.13 (down from US$0.19 in 2Q 2022). Revenue: US$204.5m (up 9.1% from 2Q 2022). Net income: US$19.1m (down 36% from 2Q 2022). Profit margin: 9.3% (down from 16% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Professional Services industry in Europe.
공시 • Aug 01Verra Mobility Corporation to Report Q2, 2023 Results on Aug 09, 2023Verra Mobility Corporation announced that they will report Q2, 2023 results After-Market on Aug 09, 2023
Recent Insider Transactions • May 10Insider recently sold €135k worth of stockOn the 8th of May, Steven Lalla sold around 9k shares on-market at roughly €15.79 per share. This transaction amounted to 65% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
공시 • May 06Verra Mobility Corporation Reaffirms Earnings Guidance for the Fiscal Year 2023Verra Mobility Corporation reaffirmed earnings guidance for the fiscal year 2023. For the period, the company reaffirms total revenue of $780 million to $800 million.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.031 (vs US$0.064 in 1Q 2022)First quarter 2023 results: EPS: US$0.031 (down from US$0.064 in 1Q 2022). Revenue: US$191.9m (up 13% from 1Q 2022). Net income: US$4.58m (down 54% from 1Q 2022). Profit margin: 2.4% (down from 5.9% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Professional Services industry in Europe.
Buying Opportunity • Mar 13Now 24% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be €20.19, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 61%. For the next 3 years, revenue is forecast to grow by 6.2% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Mar 03Full year 2022 earnings released: EPS: US$0.60 (vs US$0.26 in FY 2021)Full year 2022 results: EPS: US$0.60 (up from US$0.26 in FY 2021). Revenue: US$741.6m (up 35% from FY 2021). Net income: US$92.5m (up 123% from FY 2021). Profit margin: 13% (up from 7.5% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the IT industry in Germany.
공시 • Feb 11Verra Mobility Corporation to Report Q4, 2022 Results on Mar 01, 2023Verra Mobility Corporation announced that they will report Q4, 2022 results After-Market on Mar 01, 2023
공시 • Dec 17Verra Mobility Corporation Appoints Jon Keyser as Executive Vice President and Chief Legal Officer, Effective December 19, 2022Verra Mobility Corporation announced the appointment of Jon Keyser as Executive Vice President and Chief Legal Officer, effective December 19, 2022. Mr. Keyser joins Verra Mobility from Honeywell International Inc., where he served as Vice President and General Counsel for Honeywell's Performance Materials and Technology (PMT) business division. As Chief Legal Officer at Verra Mobility, Mr. Keyser will be responsible for legal operations, litigation, corporate governance, compliance and government relations. Mr. Keyser's previous roles at Honeywell included serving as General Counsel of Honeywell UOP. Prior to Honeywell, Mr. Keyser was the Assistant General Counsel at Harley-Davidson Inc., where he managed a team responsible for all commercial legal, litigation and product regulatory matters. He also was an attorney at Hogan Lovells global law firm where he focused on mergers and acquisitions. Mr. Keyser served as an Intelligence Officer in the United States Air Force. Mr. Keyser earned his Bachelor of Science in Political Science from the United States Air Force Academy and his Juris Doctor from the University of Denver. He is a former member of the Board of Directors for the U.S. Air Force Academy Foundation.
공시 • Nov 22Verra Mobility Corporation (NasdaqCM:VRRM) announces an Equity Buyback for $100 million worth of its shares.Verra Mobility Corporation (NasdaqCM:VRRM) announces a share repurchase program. Under the program, the company will repurchase up to $100 million worth of its Class A common stock. The plan is valid for 18 months.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment deteriorated over the past weekAfter last week's 22% share price decline to €13.10, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 17x in the IT industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €25.98 per share.
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.17 in 3Q 2021)Third quarter 2022 results: EPS: US$0.16 (down from US$0.17 in 3Q 2021). Revenue: US$197.7m (up 22% from 3Q 2021). Net income: US$24.6m (down 10.0% from 3Q 2021). Profit margin: 12% (down from 17% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany.
공시 • Nov 03Verra Mobility Corporation Provides Revenue GuidanceVerra Mobility Corporation provided Total revenue guidance at the higher end of the previously guided range of $720 million to $740 million.
공시 • Oct 20Verra Mobility Corporation to Report Q3, 2022 Results on Nov 02, 2022Verra Mobility Corporation announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 02, 2022
공시 • Aug 23Verra Mobility Corporation Announces Resignation of Rebecca Collins as General Counsel, Effective September 16, 2022On August 16, 2022, Rebecca Collins notified Verra Mobility Corporation of her intent to resign from her position as General Counsel of the Company effective September 16, 2022. Ms. Collins’ resignation was not the result of any disagreement with the Company or its Board of Directors on any matter relating to the Company’s operations, policies or practices.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.19 (vs US$0.025 in 2Q 2021)Second quarter 2022 results: EPS: US$0.19 (up from US$0.025 in 2Q 2021). Revenue: US$187.5m (up 46% from 2Q 2021). Net income: US$29.6m (up US$25.6m from 2Q 2021). Profit margin: 16% (up from 3.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.4%, compared to a 16% growth forecast for the industry in Germany.
Board Change • Jul 31High number of new directorsIndependent Director Sarah Farrell was the last director to join the board, commencing their role in 2022.
공시 • Jul 23Verra Mobility Corporation to Report Q2, 2022 Results on Aug 03, 2022Verra Mobility Corporation announced that they will report Q2, 2022 results After-Market on Aug 03, 2022
공시 • Jul 20Verra Mobility Corporation Revises Revenue Guidance for the Full Year 2022Verra Mobility Corporation revised revenue guidance for the full year 2022. For the year, the company expected total revenue to be $720 million to $740 million as compared to prior guidance of $715 million.
공시 • Jul 19Verra Mobility Commercial Services Accelerates Fleet Mobility with New Solutions and PartnershipsVerra Mobility Corporation announced new solutions and capabilities that improve efficiencies, reduce costs and enhance compliance for commercial fleet customers. Verra Mobility's Commercial Services business expands its portfolio of industry-leading offerings with a new nationwide toll management solution using a single device and new payment solutions and transaction capabilities for connected vehicles via strategic partnerships. Verra Mobility unveils TollLink™, a nationwide toll management solution that leverages a single device and connects fleets operating across the U.S. with regional toll savings at scale. Developed to simplify toll management for fleet vehicles that frequently toll across regions, TollLink eliminates the need for fleets to acquire multiple transponder devices and manage multiple toll accounts. The new fleet offering simplifies operations, reduces tolling expenses, and enables fleets to travel without friction across toll regions in the U.S. Verra Mobility and Car IQ, an innovative payment solution for connected fleets, signed an agreement to enable toll payment integration with the Car IQ vehicle payment platform. The Car IQ platform enables vehicles to automatically conduct secure and autonomous transactions with payment networks, banks and merchants. Through this partnership, Car IQ can provide the power of Verra Mobility's comprehensive tolling solution to their growing customer base. In collaboration with California toll agency, Transportation Corridor Agencies (TCA), Verra Mobility is exploring potential uses of connected vehicle and blockchain technology to automate tolling transactions to enhance accurate and transparent tolling for private, rental and leased vehicles. Topics under study include the ability to instantly record tolling transactions and accurately determine miles driven across multiple networks and toll rates. Verra Mobility has entered into a commercial agreement with Reviver, the industry pioneer of digital license plates, to enable processing of Title and Registration transactions for digital plates. Verra Mobility's modernized Title and Registration platform will process critical vehicle compliance transactions for Reviver's digital license plate fleet customers. As part of the partnership, Reviver will also be able to offer industry-leading toll management solutions through their fleet sales channels. Verra Mobility's toll management services are used by major fleet owners, operators and managers to conveniently and automatically pay tolls for more than 5.8 million vehicles globally while also protecting vehicle owners against costly toll fines and burdensome administrative tasks. The company's proprietary software technology allows for tolls to be matched to a specific vehicle and driver so that tolls can be accurately and reliably billed and collected on behalf of, or directly from, its customers.
공시 • Jul 15Scopia Capital Management LP Sent a Letter to Verra Mobility CorporationOn July 14, 2022, Scopia Capital Management LP sent a letter to Verra Mobility Corporation, expressing his concerns about the Company’s stock price performance and valuation. In addition, Scopia Capital Management LP stated that it intends to work together with the Company board.
Board Change • May 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sarah Farrell was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.