Quality Investor

RideNow Group, Inc.

Rank #133Startup

RDNW · Nasdaq · Consumer Cyclical

RideNow Group, Inc. (RDNW) — Rank #133 by gross profitability (GP/assets 0.40) · ROE 588.8% · Piotroski F-Score 4 / 9.

As-of 2026-09-15 · CIK 0001596961 · all metrics point-in-time as of the filing date.

About

RideNow Group, Inc. provides powersports dealership and vehicle transportation services in the United States.

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It operates in two segments: Powersports and Vehicle Transportation Services. The Powersports segment provides new and pre-owned motorcycles, all-terrain vehicles, utility terrain or side-by-side vehicles, personal watercrafts, snowmobiles, and other powersports products. It also offers parts, apparel, accessories, finance and insurance products and services, and aftermarket products, as well as repair and maintenance services. The Vehicle Transportation Services segment provides asset-light transportation brokerage services facilitating automobile transportation. The company was formerly known as RumbleOn, Inc. and changed its name to RideNow Group, Inc. in August 2025. RideNow Group, Inc.

was incorporated in 2013 and is headquartered in Chandler, Arizona.

Industry
Auto & Truck Dealerships
Sector
Consumer Cyclical
State
NV
Filer Category
Non-accelerated filerSmaller reporting company
Fiscal Year End
December 31

Price History

RDNW-84.7% · -31.3% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/S is the primary valuation lens for pre-profit companies.

Market Cap

$219.24M

P/E (annual)

P/S (annual)

0.2

P/B

P/OCF (annual)

13.8

Shareholder Yield

-448.5%

Employees

1,884

Industry

Auto & Truck Dealerships

Exchange

Nasdaq

Signal Flags

1 green2 yellow
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 1-quarter streak
Dilution above 2%Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation
Disclosure regressionA previously-disclosed line item is no longer reported — worth checking the filing for why

Quality Profile

Profitability

1/1 pass
GP / assets
0.40
Return on equity
588.8%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
Current ratio
1.14×
Net cash
-$166.60M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
0.2%

Growth

1/2 pass
Revenue growth
17.1%
Piotroski F-Score
4 / 9
Share dilution
448.5%

Terry Smith quality gate

Passes 0/5 Terry Smith thresholds

2 of 5 thresholds not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

8.2%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 448.5% — per-share value needs a total required return of 456.7% once share-count change is priced in.

vs. own 6-year median revenue growth: 125.4%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

3.9%

r = 10% (base)

8.2%

r = 12%

11.9%

Net debt / market cap: 78.1%— material leverage inflates the implied growth read.

Base FCF: $10.3M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / S

Price / revenue per share

0.1xCheap
0.0xmed 0.2x106.7x

P / B

Price / book value per share

0.6xCheap
0.5xmed 21.0x433.9x

P / GP

Price / gross profit per share

0.3xCheap
0.2xmed 2.2x2802.9x

Burn rate (cash flow) is the primary read at this stage — TAM and product-market fit aren't metrics this dashboard tracks.

Profitability

Gross profitability (GP / assets)

0.40

Primary signal (Novy-Marx).

54th pctl of 98 SIC 73 peers

Return on equity

588.8%

Gross margin

27.5%

6th pctl of 97 SIC 73 peers

Revenue growth (YoY)

17.1%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2019202020212022
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

Current ratio

1.14×

8th pctl of 97 SIC 73 peers

Quick ratio

0.21×

Net cash

-$166.60M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$10.30M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

1.20

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.2%

Stock-based comp intensity.

Piotroski F-Score

F-Score

4 / 9

Fundamental-strength score (0-9).

Lifecycle Phase History

20172022
Startup
Hypergrowth
Decline