Verra Mobility Corporation (Class A) (VRRM) carries a Roarable Rating of D (Sell) with 49/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
As of 2026-11-02, Verra Mobility Corporation (Class A) (NASDAQ: VRRM) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $2.80 (-16.17% 1D, market cap $507.6M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 14/20. Across 1011 tracked Consumer Discretionary issuers, VRRM ranks #573 in composite RQD confidence.
Within the Consumer Discretionary sector (Transportation Services), VRRM carries a Roarable D (49/100 RQD), trailing P/E of 3.7x, gross margin of —, and ROIC of 15.1%. By comparison, GMRS (GMR Solutions Inc. (Class A)) holds a D grade (46/100 RQD, P/E N/A, ROIC —, cap $616.9M) and SPCE (Virgin Galactic Holdings Inc.) posts a E grade (24/100 RQD, P/E N/A, ROIC -35.0%, cap $413.9M). Among the 5-stock peer group, VRRM leads on earnings multiple (3.7x) while VRRM leads on capital efficiency (15.1% ROIC).
Per VRRM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001682745), Verra Mobility Corporation (Class A) generated $979.1M in revenue (+11.4% YoY), $136.6M in net income, and $136.7M in free cash flow against $1.65B in total assets and $1.02B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 70% Net Buy • Cannibal Buyback (-1.80% YoY Shares)
SEC XBRL FY 2025 (10-K): 14% FCF Margin ($136.7M FCF) & 52% Gross Margin
Macro rate sensitivity & RSI-14 (54.9) create a -13 pt regime headwind
While VRRM currently carries a cautious 49/100 (D) rating due to Macro Regime Fit (7/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Company leadership has skin in the game with net positive insider conviction.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($3.41) and Max Pain ($2.94) forces dealer call-delta covering toward $24.91.
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.80% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Verra Mobility Corporation (Class A) (VRRM) dropped -16.17% to $2.80, trading at 2% of its 52-week range ($2.6 – $23.72). Stretched risk/reward at 4x P/E (15% return on capital) under elevated 10-year interest-rate pressure.
Yahoo Finance report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
AlphaStreet report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
StocksToTrade report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
Verra Mobility came into this Q2 2026 report with a reputation as a steady earner in road safety and tolling, yet the stock is now down about 16% on the day to roughly $2.80. The market is reacting to one thing above all
Shares of traffic solutions company Verra Mobility (NASDAQ:VRRM) fell 21% in the afternoon session after the company reported third-quarter 2026 financial results, including a 14% decline in Commercial Services service r
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +11.4% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on VRRM today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for VRRM. Explore sector supply chains on /butterfly.
Across 1011 tracked Consumer Discretionary securities in the Roarable RQD universe, Verra Mobility Corporation (Class A) (VRRM) ranks #573 by composite RQD confidence (49/100, grade D) and #588 by equity capitalization ($507.6M). Within this direct 5-issuer industry benchmark cohort, VRRM leads on earnings valuation at 3.7x trailing P/E, while VRRM leads on capital efficiency and profitability with 15.1% ROIC and — gross margin. VTOL currently holds the highest overall quantitative score in the immediate peer group at 62/100 (C) compared with VRRM at 49/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| VRRM
ACTIVE
Verra Mobility Corporation (Class A) | D | 49/100 | 3.7x | — | 15.1% | -16.17% | $507.6M | Benchmark Subject |
| GMRS GMR Solutions Inc. (Class A) | D | 46/100 | — | — | — | -2.01% | $616.9M | /gmrs-vs-vrrm → |
| SPCE Virgin Galactic Holdings Inc. | E | 24/100 | — | -30.0% | -35.0% | -5.49% | $413.9M | /spce-vs-vrrm → |
| VTOL Bristow Group Inc. | C | 62/100 | 9.7x | — | 8.9% | -0.14% | $1.25B | /vtol-vs-vrrm → |
| FLYX flyExclusive Inc. (Class A) | E | 27/100 | — | 15.0% | -35.0% | -6.50% | $130.0M | /flyx-vs-vrrm → |
In its most recent audited fiscal period (FY2025, filed 2025-12-31), Verra Mobility Corporation (Class A) (VRRM) reported GAAP revenue of $979.1M (+11.4% vs. FY2024 revenue of $879.2M , and +19.8% cumulative change since FY2023) , GAAP net income of $136.6M, operating cash flow of $255.8M, and free cash flow of $136.7M (-10.5% YoY). On the balance sheet, VRRM closed FY2025 with $1.65B in total assets against $1.02B in total debt (Altman Z-Score: 1.26, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $979.1M | $136.6M | $255.8M | $136.7M | $1.65B | $1.02B |
| FY2024 (FY) | 2024-12-31 | $879.2M | $31.4M | $223.6M | $152.8M | $1.61B | $1.03B |
| FY2023 (FY) | 2023-12-31 | $817.3M | $57.0M | $206.1M | $206.1M | — | — |
As of 2026-11-02, Verra Mobility Corporation (Class A) (NASDAQ: VRRM) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 49/100 at a spot price of $2.80 (-16.17% 1D, market cap $507.6M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 7/20, Executive Insider Alignment 10/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 14/20. Across 1011 tracked Consumer Discretionary issuers, VRRM ranks #573 in composite RQD confidence.
Within the Consumer Discretionary sector (Transportation Services), VRRM carries a Roarable D (49/100 RQD), trailing P/E of 3.7x, gross margin of —, and ROIC of 15.1%. By comparison, GMRS (GMR Solutions Inc. (Class A)) holds a D grade (46/100 RQD, P/E N/A, ROIC —, cap $616.9M) and SPCE (Virgin Galactic Holdings Inc.) posts a E grade (24/100 RQD, P/E N/A, ROIC -35.0%, cap $413.9M). Among the 5-stock peer group, VRRM leads on earnings multiple (3.7x) while VRRM leads on capital efficiency (15.1% ROIC).
Per VRRM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001682745), Verra Mobility Corporation (Class A) generated $979.1M in revenue (+11.4% YoY), $136.6M in net income, and $136.7M in free cash flow against $1.65B in total assets and $1.02B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction.. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity.. Institutional options positioning shows a 50% call / 50% put premium split.
VRRM last traded at $2.80 (-16.17% on volume of 13,087,886 shares), positioning the stock -17.89% below its 50-day simple moving average ($3.41) and -70.28% below its 200-day simple moving average ($9.42). Across its 52-week range of $2.60 to $23.72, VRRM sits at the 0.9% percentile with a 14-day RSI of 54.9 (NEUTRAL RANGE) and an implied next-earnings move of ±12.5% ($2.45 to $3.15).
Why VRRM Stock dropped -16.17% Today — RQD Quant Desk Flash. Stretched risk/reward at 4x P/E (15% return on capital) under elevated 10-year interest-rate pressure.
Per the Roarable RQD rating, VRRM scores 49 out of 100, a letter grade of D, with the verdict label "Roarable Sell — Underperform / Distribution Warning." The five pillars are:
Taken together, the rating points to a stock whose cash-based returns and balance sheet strength are weighed down by leverage, weak institutional flow, and a 0% FCF yield. Valuation metrics (P/E TTM of 3.7 and EV/EBITDA of 4.3) look low on the surface, which is a tradeoff: low multiples can reflect market skepticism about durability, and the source data does not resolve which interpretation applies.
Verra Mobility Corporation (Class A) is a NASDAQ-listed issuer in the Consumer Discretionary sector and Transportation Services industry, per the SEC financials and profile. Not available in source data: a detailed description of products, customers, or revenue model. The market data shows an operating margin of 24.4% and a net margin of 14%, per the market data section.
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $979.1M | $238.4M | $136.6M | N/A | $136.7M | $65.3M | $1021.2M |
| FY 2024 | $879.2M | $136.0M | $31.4M | N/A | $152.8M | $77.6M | $1034.2M |
| FY 2023 | $817.3M | $188.8M | $57.0M | N/A | $206.1M | N/A | N/A |
Per the SEC financials, revenue grew from $817.3M (FY 2023) to $979.1M (FY 2025), while net income moved from $57.0M to $31.4M and back to $136.6M. FCF declined across the three periods from $206.1M to $136.7M. Per the Roarable RQD rating, the Altman Z-Score is 1.26, the Piotroski F-Score is 7/9, and Debt/Equity is 3.49. Per the market data, ROIC is 15.1%. Debt in the SEC financials remained above $1,000M in both reported years.
Per the recent news and catalysts section:
Per the Butterfly Supply-Chain Graph, supply chain is listed as NONE, with no butterfly links and no proprietary signals.
Per the Butterfly Supply-Chain Graph, Not available in source data: upstream and downstream dependencies, because no butterfly links are recorded. Sector correlation data is not provided. A prospective investor should watch the CFO transition and reaffirmed guidance reported in the news wire, since leadership changes in finance can affect reporting continuity, and the gap between the reaffirmed guidance and the reported "Reduce" consensus is a second-order signal worth monitoring. Not available in source data: specific bottlenecks.
Real-time company headlines, analyst actions, and sector developments for Verra Mobility Corporation (Class A) (VRRM) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
AlphaStreet report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
StocksToTrade report covering Verra Mobility Corporation (Class A) (VRRM) market action, institutional positioning, and fundamental catalysts.
Welcome to the VRRM (Verra Mobility Corporation (Class A)) Roar Pit. Current RQD Composite is 49/100 (Roarable Sell — Underperform / Distribution Warning) in Transportation Services. Bulls point to capital efficiency (15.1% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on VRRM, but look at what you are paying: 3.7x trailing P/E with tightening sector spreads. Unless Verra Mobility Corporation (Class A) expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on VRRM, the market is fixating on short-term headline noise in Transportation Services and ignoring the balance sheet and cash flow trajectory. At $3.34 (52-wk range $2.60 - $23.72), any beat on forward guidance forces shorts and underweight funds to chase.
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