RBC Bearings (RBC)
NYSEIndustrialsManufacturing - Tools & AccessoriesSnapshot 2026-09-04
NYSEIndustrialsManufacturing - Tools & AccessoriesSnapshot 2026-09-04
QuarterlyIQ Insights · RBC
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $489 the market pays 37× p/e — above the 26× p/e peer median but in line with its own 46× history. That premium reflects a durable franchise our peer-anchored $453 fair value understates; treat the 'expensive vs peers' read with low confidence. Analysts target $615–$686. Note: our $453 fair value sits below the entire analyst range ($615–$686). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $645.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $315.64 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $479.89 | — | — | Hist. CAGR | high |
| graham number | 12M | $180.40 | — | — | TTM | high |
| Peer EV/EBITDA |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$615.00 – $686.00 (median $645.00) · 5 analysts · as of 2026-08-04
No fragility gates fired. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 182% over what the business is worth with no growth; closing that gap needs roughly 16.8 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $11.31/sh owner earnings.
Looks more expensive than peers.
Cheaper than its own typical valuation.
Trailing four: 2026-Q1, 2026-Q2, 2026-Q3, 2027-Q1
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $283.04 |
| 16.9 |
| 18.02 |
| TTM |
| high |
| Peer P/FCF | 12M | $298.10 | 24.5 | 12.15 | TTM | high |
| Peer P/E | 12M | $320.34 | 20.4 | 15.68 | ntm analyst | high |
| Peer P/S | 12M | $176.16 | 2.9 | 61.62 | TTM | high |
| PEG | 12M | $609.26 | 46.0 | 13.25 | TTM | high |
| residual income | 12M | $120.21 | — | — | TTM | high |
| Own P/E history | 12M | $610.24 | 46.1 | 13.25 | TTM | high |
| triangulated | 12M | $349.78 | 25.6 | 13.66 | Triangulated | high |
| Peer P/FCF | 3Y | $453.37 | 24.5 | 18.47 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $402.90 | 20.4 | 19.73 | Analyst | medium |
| Peer P/S | 3Y | $248.87 | 2.9 | 87.06 | Analyst | medium |
| PEG | 3Y | $907.05 | 46.0 | 19.73 | Analyst | medium |
| Own P/E history | 3Y | $908.52 | 46.1 | 19.73 | Analyst | medium |
| Peer P/FCF | 5Y | $599.58 | 24.5 | 24.43 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $504.83 | 20.4 | 24.72 | Analyst | high |
| Peer P/S | 5Y | $311.83 | 2.9 | 109.09 | Analyst | high |
| PEG | 5Y | $1136.52 | 46.0 | 24.72 | Analyst | high |
| Own P/E history | 5Y | $1138.36 | 46.1 | 24.72 | Analyst | high |