RYDER SYSTEM INC (R) Fundamental Analysis & Valuation

NYSE:R • US7835491082

Current stock price

253.34 USD
+10.75 (+4.43%)
At close:
253.34 USD
0 (0%)
After Hours:

This R fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

6

1. R Profitability Analysis

1.1 Basic Checks

  • In the past year R was profitable.
  • R had a positive operating cash flow in the past year.
  • R had positive earnings in each of the past 5 years.
  • In the past 5 years R always reported a positive cash flow from operatings.
R Yearly Net Income VS EBIT VS OCF VS FCFR Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 1B -1B 2B

1.2 Ratios

  • R has a Return On Assets (3.02%) which is in line with its industry peers.
  • R has a Return On Equity of 16.22%. This is in the better half of the industry: R outperforms 76.19% of its industry peers.
  • R's Return On Invested Capital of 5.56% is fine compared to the rest of the industry. R outperforms 64.29% of its industry peers.
  • R had an Average Return On Invested Capital over the past 3 years of 5.43%. This is in line with the industry average of 7.15%.
  • The 3 year average ROIC (5.43%) for R is below the current ROIC(5.56%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 3.02%
ROE 16.22%
ROIC 5.56%
ROA(3y)2.83%
ROA(5y)3.64%
ROE(3y)15%
ROE(5y)18.56%
ROIC(3y)5.43%
ROIC(5y)5.42%
R Yearly ROA, ROE, ROICR Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20

1.3 Margins

  • With a decent Profit Margin value of 3.91%, R is doing good in the industry, outperforming 64.29% of the companies in the same industry.
  • R's Profit Margin has declined in the last couple of years.
  • The Operating Margin of R (8.12%) is better than 69.05% of its industry peers.
  • R's Operating Margin has improved in the last couple of years.
  • The Gross Margin of R (40.64%) is comparable to the rest of the industry.
  • R's Gross Margin has declined in the last couple of years.
Industry RankSector Rank
OM 8.12%
PM (TTM) 3.91%
GM 40.64%
OM growth 3Y0.55%
OM growth 5Y23.74%
PM growth 3Y-18.28%
PM growth 5YN/A
GM growth 3Y-1.87%
GM growth 5Y-4.84%
R Yearly Profit, Operating, Gross MarginsR Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30 40 50

2

2. R Health Analysis

2.1 Basic Checks

  • R has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • R has less shares outstanding than it did 1 year ago.
  • The number of shares outstanding for R has been reduced compared to 5 years ago.
  • R has about the same debt/assets ratio as last year.
R Yearly Shares OutstandingR Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10M 20M 30M 40M 50M
R Yearly Total Debt VS Total AssetsR Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5B 10B 15B

2.2 Solvency

  • Based on the Altman-Z score of 1.62, we must say that R is in the distress zone and has some risk of bankruptcy.
  • R has a Altman-Z score of 1.62. This is in the lower half of the industry: R underperforms 69.05% of its industry peers.
  • The Debt to FCF ratio of R is 16.69, which is on the high side as it means it would take R, 16.69 years of fcf income to pay off all of its debts.
  • R has a Debt to FCF ratio (16.69) which is in line with its industry peers.
  • R has a Debt/Equity ratio of 2.24. This is a high value indicating a heavy dependency on external financing.
  • R's Debt to Equity ratio of 2.24 is on the low side compared to the rest of the industry. R is outperformed by 88.10% of its industry peers.
Industry RankSector Rank
Debt/Equity 2.24
Debt/FCF 16.69
Altman-Z 1.62
ROIC/WACC0.57
WACC9.67%
R Yearly LT Debt VS Equity VS FCFR Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 2B 4B 6B

2.3 Liquidity

  • R has a Current Ratio of 0.89. This is a bad value and indicates that R is not financially healthy enough and could expect problems in meeting its short term obligations.
  • R has a Current ratio of 0.89. This is in the lower half of the industry: R underperforms 69.05% of its industry peers.
  • A Quick Ratio of 0.89 indicates that R may have some problems paying its short term obligations.
  • The Quick ratio of R (0.89) is worse than 66.67% of its industry peers.
Industry RankSector Rank
Current Ratio 0.89
Quick Ratio 0.89
R Yearly Current Assets VS Current LiabilitesR Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 1B 2B 3B

4

3. R Growth Analysis

3.1 Past

  • The Earnings Per Share has been growing slightly by 5.43% over the past year.
  • The Earnings Per Share has been decreasing by -7.52% on average over the past years.
  • The Revenue has been growing slightly by 0.23% in the past year.
  • Measured over the past years, R shows a quite strong growth in Revenue. The Revenue has been growing by 8.51% on average per year.
EPS 1Y (TTM)5.43%
EPS 3Y-7.52%
EPS 5YN/A
EPS Q2Q%3.25%
Revenue 1Y (TTM)0.23%
Revenue growth 3Y1.78%
Revenue growth 5Y8.51%
Sales Q2Q%-0.16%

3.2 Future

  • The Earnings Per Share is expected to grow by 16.66% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 4.26% on average over the next years.
EPS Next Y10.97%
EPS Next 2Y14.49%
EPS Next 3Y16.66%
EPS Next 5YN/A
Revenue Next Year2.62%
Revenue Next 2Y3.83%
Revenue Next 3Y4.26%
Revenue Next 5YN/A

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
R Yearly Revenue VS EstimatesR Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 5B 10B
R Yearly EPS VS EstimatesR Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 0 5 10 15 20

6

4. R Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 19.46, R is valued on the expensive side.
  • R's Price/Earnings ratio is rather cheap when compared to the industry. R is cheaper than 85.71% of the companies in the same industry.
  • R is valuated rather cheaply when we compare the Price/Earnings ratio to 27.42, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 14.94, which indicates a correct valuation of R.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of R indicates a rather cheap valuation: R is cheaper than 92.86% of the companies listed in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 22.29. R is valued slightly cheaper when compared to this.
Industry RankSector Rank
PE 19.46
Fwd PE 14.94
R Price Earnings VS Forward Price EarningsR Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 50 100 150

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, R is valued cheaper than 95.24% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, R is valued cheaply inside the industry as 85.71% of the companies are valued more expensively.
Industry RankSector Rank
P/FCF 21.69
EV/EBITDA 6.36
R Per share dataR EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 100 200 300

4.3 Compensation for Growth

  • R's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • The decent profitability rating of R may justify a higher PE ratio.
  • A more expensive valuation may be justified as R's earnings are expected to grow with 16.66% in the coming years.
PEG (NY)1.77
PEG (5Y)N/A
EPS Next 2Y14.49%
EPS Next 3Y16.66%

8

5. R Dividend Analysis

5.1 Amount

  • With a Yearly Dividend Yield of 1.50%, R has a reasonable but not impressive dividend return.
  • Compared to an average industry Dividend Yield of 0.62, R pays a better dividend. On top of this R pays more dividend than 83.33% of the companies listed in the same industry.
  • R's Dividend Yield is comparable with the S&P500 average which is at 1.81.
Industry RankSector Rank
Dividend Yield 1.5%

5.2 History

  • The dividend of R is nicely growing with an annual growth rate of 9.85%!
  • R has paid a dividend for at least 10 years, which is a reliable track record.
  • R has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)9.85%
Div Incr Years21
Div Non Decr Years34
R Yearly Dividends per shareR Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 1 2 3

5.3 Sustainability

  • R pays out 29.29% of its income as dividend. This is a sustainable payout ratio.
  • R's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP29.29%
EPS Next 2Y14.49%
EPS Next 3Y16.66%
R Yearly Income VS Free CF VS DividendR Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M -500M 1B -1B -1.5B
R Dividend Payout.R Dividend Payout, showing the Payout Ratio.R Dividend Payout.PayoutRetained Earnings

R Fundamentals: All Metrics, Ratios and Statistics

RYDER SYSTEM INC

NYSE:R (4/24/2026, 8:04:00 PM)

After market: 253.34 0 (0%)

253.34

+10.75 (+4.43%)

Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupTransportation
GICS IndustryGround Transportation
Earnings (Last)04-23
Earnings (Next)07-23
Inst Owners94.03%
Inst Owner Change0.29%
Ins Owners3.14%
Ins Owner Change5.11%
Market Cap9.93B
Revenue(TTM)12.66B
Net Income(TTM)495.00M
Analysts80
Price Target232.27 (-8.32%)
Short Float %2.61%
Short Ratio2.58
Dividend
Industry RankSector Rank
Dividend Yield 1.5%
Yearly Dividend3.56
Dividend Growth(5Y)9.85%
DP29.29%
Div Incr Years21
Div Non Decr Years34
Ex-Date02-17
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-1.49%
Min EPS beat(2)-1.51%
Max EPS beat(2)-1.48%
EPS beat(4)2
Avg EPS beat(4)0.51%
Min EPS beat(4)-1.51%
Max EPS beat(4)4.78%
EPS beat(8)5
Avg EPS beat(8)3.25%
EPS beat(12)8
Avg EPS beat(12)4.62%
EPS beat(16)12
Avg EPS beat(16)8.83%
Revenue beat(2)0
Avg Revenue beat(2)-2.76%
Min Revenue beat(2)-2.99%
Max Revenue beat(2)-2.52%
Revenue beat(4)0
Avg Revenue beat(4)-2.36%
Min Revenue beat(4)-2.99%
Max Revenue beat(4)-1.45%
Revenue beat(8)0
Avg Revenue beat(8)-3.17%
Revenue beat(12)0
Avg Revenue beat(12)-3.35%
Revenue beat(16)3
Avg Revenue beat(16)4.26%
PT rev (1m)-0.29%
PT rev (3m)8.75%
EPS NQ rev (1m)-1.53%
EPS NQ rev (3m)-15.76%
EPS NY rev (1m)-1.02%
EPS NY rev (3m)-3.76%
Revenue NQ rev (1m)0.85%
Revenue NQ rev (3m)-1.05%
Revenue NY rev (1m)1.05%
Revenue NY rev (3m)-0.96%
Valuation
Industry RankSector Rank
PE 19.46
Fwd PE 14.94
P/S 0.78
P/FCF 21.69
P/OCF 3.83
P/B 3.25
P/tB 6.68
EV/EBITDA 6.36
EPS(TTM)13.02
EY5.14%
EPS(NY)16.96
Fwd EY6.7%
FCF(TTM)11.68
FCFY4.61%
OCF(TTM)66.13
OCFY26.1%
SpS323.03
BVpS77.84
TBVpS37.95
PEG (NY)1.77
PEG (5Y)N/A
Graham Number151.005 (-40.39%)
Profitability
Industry RankSector Rank
ROA 3.02%
ROE 16.22%
ROCE 7.55%
ROIC 5.56%
ROICexc 5.64%
ROICexgc 6.38%
OM 8.12%
PM (TTM) 3.91%
GM 40.64%
FCFM 3.62%
ROA(3y)2.83%
ROA(5y)3.64%
ROE(3y)15%
ROE(5y)18.56%
ROIC(3y)5.43%
ROIC(5y)5.42%
ROICexc(3y)5.51%
ROICexc(5y)5.52%
ROICexgc(3y)6.24%
ROICexgc(5y)6.18%
ROCE(3y)7.39%
ROCE(5y)7.37%
ROICexgc growth 3Y-4.4%
ROICexgc growth 5Y30.33%
ROICexc growth 3Y-4.75%
ROICexc growth 5Y28.41%
OM growth 3Y0.55%
OM growth 5Y23.74%
PM growth 3Y-18.28%
PM growth 5YN/A
GM growth 3Y-1.87%
GM growth 5Y-4.84%
F-Score8
Asset Turnover0.77
Health
Industry RankSector Rank
Debt/Equity 2.24
Debt/FCF 16.69
Debt/EBITDA 2.5
Cap/Depr 125.37%
Cap/Sales 16.86%
Interest Coverage 2.58
Cash Conversion 94.95%
Profit Quality 92.53%
Current Ratio 0.89
Quick Ratio 0.89
Altman-Z 1.62
F-Score8
WACC9.67%
ROIC/WACC0.57
Cap/Depr(3y)157.55%
Cap/Depr(5y)146.99%
Cap/Sales(3y)21.85%
Cap/Sales(5y)21.51%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)5.43%
EPS 3Y-7.52%
EPS 5YN/A
EPS Q2Q%3.25%
EPS Next Y10.97%
EPS Next 2Y14.49%
EPS Next 3Y16.66%
EPS Next 5YN/A
Revenue 1Y (TTM)0.23%
Revenue growth 3Y1.78%
Revenue growth 5Y8.51%
Sales Q2Q%-0.16%
Revenue Next Year2.62%
Revenue Next 2Y3.83%
Revenue Next 3Y4.26%
Revenue Next 5YN/A
EBIT growth 1Y3.94%
EBIT growth 3Y2.34%
EBIT growth 5Y34.27%
EBIT Next Year165.6%
EBIT Next 3Y44.44%
EBIT Next 5YN/A
FCF growth 1Y209.31%
FCF growth 3YN/A
FCF growth 5Y-15.03%
OCF growth 1Y14.53%
OCF growth 3Y3.93%
OCF growth 5Y3.52%

RYDER SYSTEM INC / R Fundamental Analysis FAQ

What is the ChartMill fundamental rating of RYDER SYSTEM INC (R) stock?

ChartMill assigns a fundamental rating of 5 / 10 to R.


Can you provide the valuation status for RYDER SYSTEM INC?

ChartMill assigns a valuation rating of 6 / 10 to RYDER SYSTEM INC (R). This can be considered as Fairly Valued.


How profitable is RYDER SYSTEM INC (R) stock?

RYDER SYSTEM INC (R) has a profitability rating of 6 / 10.


Can you provide the financial health for R stock?

The financial health rating of RYDER SYSTEM INC (R) is 2 / 10.


Can you provide the expected EPS growth for R stock?

The Earnings per Share (EPS) of RYDER SYSTEM INC (R) is expected to grow by 10.97% in the next year.