Verra Mobility Corporation’s stock was trading at $21.84 on November 26th with a trailing P/E of 64.24 and forward P/E of 15.50. The company operates in the US, Australia, Europe, and Canada, with 90%+ market share in Commercial Services and 70% in Government Solutions segments.

Verra Mobility benefits from strong competitive positions with high growth potential in both its Commercial Services and Government Solutions segments. The company’s largest customer, NYC, has expanded its contract with Verra, signaling significant revenue growth potential for FY26 and FY27.

Verra Mobility presents a compelling investment opportunity with strong growth potential and multiple catalysts for upside, including the NYC contract expansion and sustained growth in its core segments. The company is currently undervalued, offering a 5% forward free cash flow yield and sustainable earnings growth of 8-10%.

Despite a 2.55% decline in stock price since coverage in April 2025, Samsara Inc. (IOT) maintains a robust growth trajectory. Verra Mobility (VRRM) shares similarities with IOT but stands out with its underappreciated NYC contract and dominant market position in toll management and automated traffic enforcement services.

Read more at Yahoo Finance: Verra Mobility Corporation (VRRM): A Bull Case Theory