VRRMVERRA MOBILITY Corp
Transportation Services
- Revenue
- $979M
- 11% YoY
- Operating margin
- 24.4%
- 57% YoY
- EBITDA
- $352M
- 44% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 2.5×
- $896M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear187% of net incomeCash flow under 80% of net income
- Dilutive SBCClear3% of revenueOver 10% of revenue
- Payouts exceed cash flowClear52% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired40% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $551M | $742M | $817M | $879M | $979M | 11% |
| Operating income | $112M | $165M | $189M | $136M | $238M | 75% |
| Net income | $41M | $93M | $57M | $31M | $137M | 335% |
| Operating cash flow | $193M | $218M | $206M | $224M | $256M | 14% |
| Capex | $25M | $48M | $57M | $71M | $119M | 68% |
| Stock-based comp | $14M | $17M | $17M | $23M | $25M | 9.7% |
| Buybacks | $100M | $125M | $100M | $200M | $133M | 33% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $6M | $1M | 167 | 105 |
| FY2024 | $6M | $4M | 180 | 101 |
| FY2023 | $9M | $17M | 172 | 95 |
| FY2022 | $4M | $4M | 103 | 80 |
| FY2021 | $3M | $5M | 115 | 96 |