Ryder System, Inc.

Valuation Analysis

About the Company

Ryder System, Inc. operates as a logistics and transportation company worldwide. It operates through three segments: Fleet Management Solutions (FMS), Supply Chain Solutions (SCS), and Dedicated Transportation Solutions (DTS). The FMS segment offers full-service leasing and leasing with flexible maintenance options; commercial vehicle rental; maintenance services; digital and technology support services; fuel services; and fuel planning and tax reporting, cards, and monitoring services, and centralized billing, as well as sells used vehicles through its retail sales centers and www.ryder.com/used-trucks website. The DTS segment offers transportation, vehicles, drivers, outing and scheduling, fleet design, safety, regulatory compliance, risk management and technology and communication syste

Ryder System, Inc. Stock at a Glance

Ryder System, Inc. (R) is currently trading at $280.33 with a market capitalization of $10.8B. The trailing P/E ratio stands at 23.3x, with a forward P/E of 15.97x. The 52-week range spans from $147.81 to $284.25; the current price is 1.4% below the yearly high. Year-over-year revenue growth stands at -0.2%. The net profit margin stands at 3.9%.

💰 Dividend

Ryder System, Inc. pays an annual dividend of $3.64 per share, representing a yield of 1.3%. The payout ratio stands at 29.4%.

📊 Analyst Rating

8 analysts rate Ryder System, Inc. (R) on consensus: Buy. The average price target is $264.62, implying -5.6% from the current price. Analyst price targets range from $245.00 to $290.00.

Ryder System, Inc.: The Investment Case in Detail

Ryder System, Inc. (R) operates in the Industrials — specifically Rental & Leasing Services — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bear Case

Revenue is contracting at -0.2% year-over-year — until that trend reverses, valuation is exposed to further downgrades. With a net margin of just 3.9%, the business has little room to absorb cost shocks or pricing pressure — a single bad quarter can swing the company to a loss. The debt-to-equity ratio of 305% is elevated, meaning the company relies heavily on creditors — refinancing terms will become more important than operational performance in the next economic downturn.

Valuation in Context

With a PEG ratio of 0.86, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity. The EV/EBITDA multiple of 6.96x is below the historical equity-market average — strategic acquirers would find the cash-flow profile attractive at this level.

What to Watch Next

• The forward P/E of 15.97x is meaningfully below the trailing 23.3x — analysts expect earnings to step up; the next earnings release is the test.
• The share is trading at 97.1% of its 52-week range — a break above the recent high opens technical upside, a failure here often invites profit-taking.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Risk Profile

The data points to market-like volatility, higher leverage relative to equity.

Trading Data

💵 Dividend Info

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